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SVB Wealth’s iShares Core S&P 500 ETF IVV Stock Holding History

SVB Wealth’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
Q2 		$36M Sell
48,109
-6,326
-12% -$4.61M 2.27% 9
2026
Q1 		$35.6M Buy
54,435
+3,983
+8% +$2.72M 2.34% 10
2025
Q4 		$34.6M Buy
50,452
+6,195
+14% +$4.21M 2.04% 12
2025
Q3 		$29.6M Sell
44,257
-5,975
-12% -$3.85M 1.59% 13
2025
Q2 		$31.2M Buy
+50,232
New +$28.8M 1.67% 13
2025
Q1 		– Sell
-139,846
Closed -$82.3M – 1635
2024
Q4 		$82.3M Buy
139,846
+139,111
+18,927% +$82.3M 1.54% 7
2024
Q3 		$424K Sell
735
-186,080
-100% -$103M 0.36% 17
2024
Q2 		$102M Sell
186,815
-39,381
-17% -$20.7M 2.53% 4
2024
Q1 		$119M Buy
226,196
+14,542
+7% +$7.28M 2.65% 4
2023
Q4 		$101M Sell
211,654
-143,334
-40% -$64.2M 2.46% 4
2023
Q3 		$152M Sell
354,988
-164,155
-32% -$73.4M 3.35% 4
2023
Q2 		$231M Sell
519,143
-279,276
-35% -$118M 4.18% 3
2023
Q1 		$328M Sell
798,419
-109,917
-12% -$44.1M 4.59% 3
2022
Q4 		$349M Buy
908,336
+38,636
+4% +$14.9M 4.71% 4
2022
Q3 		$312M Buy
869,700
+32,381
+4% +$12.9M 4.55% 4
2022
Q2 		$317M Sell
837,319
-109,650
-12% -$45.1M 4.88% 6
2022
Q1 		$430M Buy
946,969
+45,167
+5% +$20.2M 5.75% 1
2021
Q4 		$430M Buy
901,802
+16,574
+2% +$7.64M 7.05% 3
2021
Q3 		$381M Buy
885,228
+26,084
+3% +$11.6M 4.9% 6
2021
Q2 		$369M Buy
859,144
+35,294
+4% +$14.8M 4.68% 6
2021
Q1 		$328M Buy
823,850
+16,555
+2% +$6.41M 4.57% 6
2020
Q4 		$303M Buy
807,295
+17,054
+2% +$6.07M 4.45% 5
2020
Q3 		$266M Sell
790,241
-4,535
-0.6% -$1.51M 4.38% 5
2020
Q2 		$246M Buy
794,776
+223,186
+39% +$65.5M 4.57% 4
2020
Q1 		$148M Sell
571,590
-234,038
-29% -$71.7M 3.59% 6
2019
Q4 		$260M Buy
805,628
+6,497
+0.8% +$2.01M 4.74% 4
2019
Q3 		$239M Buy
799,131
+598,531
+298% +$178M 4.75% 4
2019
Q2 		$59.1M Buy
+200,600
New +$58.1M 1.99% 5

Other funds holding IVV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
BOF
Bank of Finland Helsinki, Finland $1.54B AUM 15.84% 1-Year Est. Return
FTWA
Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

SVB Wealth's IVV Position: Q2 2026 in Review

SVB Wealth reduced its iShares Core S&P 500 ETF (IVV) stake by 12% in Q2 2026, selling an estimated $4.61M and leaving 48,109 shares worth $36M. The position accounts for 2.27% of the portfolio, ranked #9.

SVB Wealth first reported a position in IVV in Q2 2019 and has held it in 28 quarters since. The position peaked at $430M in Q4 2021. 853 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • SVB Wealth held 48,109 shares of iShares Core S&P 500 ETF worth $36M as of Q2 2026.
  • SVB Wealth sold 6,326 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $4.61M.
  • iShares Core S&P 500 ETF made up 2.27% of SVB Wealth's portfolio in Q2 2026, its #9 holding.
  • SVB Wealth first reported a position in iShares Core S&P 500 ETF in Q2 2019 and has held it in 28 quarters since.
  • SVB Wealth's iShares Core S&P 500 ETF position peaked at $430M in Q4 2021.
  • 853 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on SVB Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.