SC
IVV icon

Sykon Capital’s iShares Core S&P 500 ETF IVV Stock Holding History

Sykon Capital’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
Q3 		– Sell
-9,442
Closed -$5.86M – 108
2025
Q2 		$5.86M Buy
+9,442
New +$5.42M 2.14% 12
2024
Q3 		– Sell
-10,080
Closed -$5.52M – 102
2024
Q2 		$5.52M Sell
10,080
-9,266
-48% -$4.87M 2.08% 15
2024
Q1 		$10.2M Buy
+19,346
New +$9.68M 3.68% 6
2023
Q3 		– Sell
-15,322
Closed -$6.83M – 69
2023
Q2 		$6.83M Buy
+15,322
New +$6.46M 4.71% 5

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Sykon Capital's IVV Position: Q3 2025 in Review

Sykon Capital sold out of iShares Core S&P 500 ETF (IVV) in Q3 2025, closing a stake of 9,442 shares — an estimated $5.86M sold.

Sykon Capital first reported a position in IVV in Q2 2023 and held it in 4 quarters. The position peaked at $10.2M in Q1 2024. 3,675 funds tracked by Wall St. Rank hold IVV as of Q3 2025.

  • Sykon Capital reported no remaining iShares Core S&P 500 ETF position as of Q3 2025 after selling out during the quarter.
  • Sykon Capital sold 9,442 iShares Core S&P 500 ETF shares in Q3 2025, an estimated $5.86M.
  • Sykon Capital first reported a position in iShares Core S&P 500 ETF in Q2 2023 and held it in 4 quarters.
  • Sykon Capital's iShares Core S&P 500 ETF position peaked at $10.2M in Q1 2024.
  • 3,675 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2025.

Based on Sykon Capital's 13F filing for Q3 2025, filed 14 Nov 2025.