Sumitomo Mitsui Financial Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Sumitomo Mitsui Financial Group’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-103,000	Closed	-$71.1M	–	204
2025 Q4	$71.1M	Sell	103,000 -107,000	-51%	-$72.7M	1.26%	13
2025 Q3	$141M	Buy	+210,000	New	+$135M	2.46%	6
2021 Q4	–	Sell	-637,400	Closed	-$275M	–	195
2021 Q3	$275M	Sell	637,400 -381,000	-37%	-$169M	6.27%	3
2021 Q2	$438M	Sell	1,018,400 -21,600	-2%	-$9.05M	9.64%	3
2021 Q1	$414M	Hold	1,040,000	–	–	9.76%	3
2020 Q4	$388M	Sell	1,040,000 -334,000	-24%	-$119M	9.56%	3
2020 Q3	$462M	Buy	1,374,000 +744,000	+118%	+$248M	15.77%	3
2020 Q2	$195M	Buy	630,000 +618,000	+5,150%	+$181M	6.69%	5
2020 Q1	$3.56M	Sell	12,000 -948,000	-99%	-$290M	0.18%	35
2019 Q4	$310M	Buy	960,000 +640,000	+200%	+$198M	24.34%	2
2019 Q3	$95.5M	Sell	320,000 -1,240,000	-79%	-$369M	7.91%	5
2019 Q2	$460M	Buy	+1,560,000	New	+$452M	36.34%	1
2019 Q1	–	Sell	-1,308,000	Closed	-$329M	–	122
2018 Q4	$329M	Buy	1,308,000 +1,210,600	+1,243%	+$329M	20.8%	1
2018 Q3	$99.8M	Buy	+97,400	New	+$27.9M	8.12%	4
2018 Q1	–	Sell	-1,289,800	Closed	-$162M	–	133
2017 Q4	$162M	Buy	1,289,800 +569,800	+79%	+$149M	21.22%	2
2017 Q3	$182M	Buy	+720,000	New	+$179M	21.58%	2
2017 Q2	–	Sell	-462,000	Closed	-$110M	–	126
2017 Q1	$110M	Buy	462,000 +39,000	+9%	+$9.12M	20.73%	2
2016 Q4	$96.4M	Buy	+423,000	New	+$93M	22.38%	2

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Sumitomo Mitsui Financial Group's IVV Position: Q1 2026 in Review

Sumitomo Mitsui Financial Group sold out of iShares Core S&P 500 ETF (IVV) in Q1 2026, closing a stake of 103,000 shares — an estimated $71.1M sold.

Sumitomo Mitsui Financial Group first reported a position in IVV in Q4 2016 and held it in 18 quarters. The position peaked at $462M in Q3 2020. 3,975 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Sumitomo Mitsui Financial Group reported no remaining iShares Core S&P 500 ETF position as of Q1 2026 after selling out during the quarter.
Sumitomo Mitsui Financial Group sold 103,000 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $71.1M.
Sumitomo Mitsui Financial Group first reported a position in iShares Core S&P 500 ETF in Q4 2016 and held it in 18 quarters.
Sumitomo Mitsui Financial Group's iShares Core S&P 500 ETF position peaked at $462M in Q3 2020.
3,975 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Sumitomo Mitsui Financial Group's 13F filing for Q1 2026, filed 14 May 2026.