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

Syon 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
2026 Q1	$33M	Sell	50,468 -672	-1%	-$459K	1.66%	11
2025 Q4	$35M	Sell	51,140 -391	-0.8%	-$266K	1.75%	10
2025 Q3	$34.5M	Sell	51,531 -14	-0%	-$9.02K	1.85%	11
2025 Q2	$32M	Sell	51,545 -5,826	-10%	-$3.35M	2.11%	9
2025 Q1	$32.2M	Buy	57,371 +10,231	+22%	+$6.04M	2.63%	6
2024 Q4	$27.8M	Buy	47,140 +3,561	+8%	+$2.11M	2.5%	8
2024 Q3	$25.1M	Sell	43,579 -2,427	-5%	-$1.35M	2.22%	10
2024 Q2	$25.2M	Sell	46,006 -460	-1%	-$242K	2.32%	10
2024 Q1	$24.4M	Sell	46,466 -34,631	-43%	-$17.3M	2.31%	8
2023 Q4	$38.7M	Buy	81,097 +48,369	+148%	+$21.6M	1.63%	13
2023 Q3	$14.1M	Buy	+32,728	New	+$14.6M	1.75%	11

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

Syon Capital's IVV Position: Q1 2026 in Review

Syon Capital reduced its iShares Core S&P 500 ETF (IVV) stake by 1.3% in Q1 2026, selling an estimated $459K and leaving 50,468 shares worth $33M. The position accounts for 1.66% of the portfolio, ranked #11.

Syon Capital first reported a position in IVV in Q3 2023 and has held it in 11 quarters since. The position peaked at $38.7M in Q4 2023. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Syon Capital held 50,468 shares of iShares Core S&P 500 ETF worth $33M as of Q1 2026.
Syon Capital sold 672 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $459K.
iShares Core S&P 500 ETF made up 1.66% of Syon Capital's portfolio in Q1 2026, its #11 holding.
Syon Capital first reported a position in iShares Core S&P 500 ETF in Q3 2023 and has held it in 11 quarters since.
Syon Capital's iShares Core S&P 500 ETF position peaked at $38.7M in Q4 2023.
3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Syon Capital's 13F filing for Q1 2026, filed 13 May 2026.