Sustainable Growth Advisers’s iShares Core S&P 500 ETF IVV Stock Holding History

Sustainable Growth Advisers’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
2025 Q2	–	Sell	-845	Closed	-$475K	–	57
2025 Q1	$475K	Sell	845 -36	-4%	-$21.3K	﹤0.01%	54
2024 Q4	$519K	Buy	+881	New	+$521K	﹤0.01%	52
2024 Q1	–	Sell	-489	Closed	-$234K	–	55
2023 Q4	$234K	Buy	+489	New	+$219K	﹤0.01%	51
2023 Q1	–	Sell	-1,474	Closed	-$566K	–	55
2022 Q4	$566K	Buy	+1,474	New	+$569K	﹤0.01%	53
2022 Q2	–	Sell	-675	Closed	-$306K	–	57
2022 Q1	$306K	Sell	675 -82	-11%	-$36.7K	﹤0.01%	54
2021 Q4	$361K	Buy	+757	New	+$349K	﹤0.01%	54

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

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

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

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 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

Sustainable Growth Advisers's IVV Position: Q2 2025 in Review

Sustainable Growth Advisers sold out of iShares Core S&P 500 ETF (IVV) in Q2 2025, closing a stake of 845 shares — an estimated $475K sold.

Sustainable Growth Advisers first reported a position in IVV in Q4 2021 and held it in 6 quarters. The position peaked at $566K in Q4 2022. 3,616 funds tracked by Wall St. Rank hold IVV as of Q2 2025.

Sustainable Growth Advisers reported no remaining iShares Core S&P 500 ETF position as of Q2 2025 after selling out during the quarter.
Sustainable Growth Advisers sold 845 iShares Core S&P 500 ETF shares in Q2 2025, an estimated $475K.
Sustainable Growth Advisers first reported a position in iShares Core S&P 500 ETF in Q4 2021 and held it in 6 quarters.
Sustainable Growth Advisers's iShares Core S&P 500 ETF position peaked at $566K in Q4 2022.
3,616 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2025.

Based on Sustainable Growth Advisers's 13F filing for Q2 2025, filed 8 Aug 2025.