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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$41.9M Buy
55,958
+5,490
+11% +$4M 1.83% 11
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 Buy
46,466
+6,276
+16% +$3.14M 2.31% 8
2023
Q4
$19.2M Buy
40,190
+7,462
+23% +$3.34M 1.97% 9
2023
Q3
$14.1M Buy
+32,728
New +$14.6M 1.75% 11

Other funds holding IVV

Syon Capital's IVV Position: Q2 2026 in Review

Syon Capital increased its iShares Core S&P 500 ETF (IVV) stake by 11% in Q2 2026, buying an estimated $4M and bringing the position to 55,958 shares worth $41.9M. The position accounts for 1.83% of the portfolio, ranked #11.

Syon Capital first reported a position in IVV in Q3 2023 and has held it in 12 quarters since. 4,102 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Syon Capital held 55,958 shares of iShares Core S&P 500 ETF worth $41.9M as of Q2 2026.
  • Syon Capital bought 5,490 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $4M.
  • iShares Core S&P 500 ETF made up 1.83% of Syon Capital's portfolio in Q2 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 12 quarters since.
  • 4,102 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Syon Capital's 13F filing for Q2 2026, filed 14 Aug 2026.