Taiyo Life Insurance Company’s iShares Core S&P 500 ETF IVV Stock Holding History

Taiyo Life Insurance Company’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	$236M	Hold	315,475	–	–	21.59%	1
2026 Q1	$206M	Sell	315,475 -70,000	-18%	-$47.8M	22.74%	1
2025 Q4	$264M	Hold	385,475	–	–	22.6%	1
2025 Q3	$258M	Hold	385,475	–	–	22.61%	1
2025 Q2	$239M	Hold	385,475	–	–	22.47%	1
2025 Q1	$217M	Hold	385,475	–	–	19.41%	1
2024 Q4	$227M	Hold	385,475	–	–	18.4%	1
2024 Q3	$222M	Hold	385,475	–	–	17.62%	1
2024 Q2	$211M	Hold	385,475	–	–	16.86%	1
2024 Q1	$203M	Hold	385,475	–	–	16.31%	1
2023 Q4	$184M	Hold	385,475	–	–	14.68%	1
2023 Q3	$166M	Hold	385,475	–	–	12.79%	1
2023 Q2	$172M	Sell	385,475 -47,000	-11%	-$19.8M	13.59%	1
2023 Q1	$178M	Sell	432,475 -42,500	-9%	-$17M	14.54%	2
2022 Q4	$182M	Hold	474,975	–	–	16.08%	2
2022 Q3	$170M	Hold	474,975	–	–	20.06%	2
2022 Q2	$180M	Hold	474,975	–	–	23.77%	2
2022 Q1	$215M	Hold	474,975	–	–	32.25%	1
2021 Q4	$227M	Hold	474,975	–	–	32.29%	1
2021 Q3	$205M	Hold	474,975	–	–	32.29%	1
2021 Q2	$204M	Hold	474,975	–	–	32.24%	1
2021 Q1	$189M	Hold	474,975	–	–	32.11%	1
2020 Q4	$178M	Hold	474,975	–	–	32.13%	1
2020 Q3	$160M	Hold	474,975	–	–	32.05%	1
2020 Q2	$147M	Buy	474,975 +53,000	+13%	+$15.6M	32.06%	1
2020 Q1	$109M	Buy	421,975 +274,975	+187%	+$84.3M	31.06%	1
2019 Q4	$47.5M	Hold	147,000	–	–	26.43%	1
2019 Q3	$43.9M	Hold	147,000	–	–	26.29%	1
2019 Q2	$43.3M	Hold	147,000	–	–	22%	1
2019 Q1	$41.8M	Hold	147,000	–	–	21.8%	1
2018 Q4	$37M	Hold	147,000	–	–	21.74%	2
2018 Q3	$43M	Sell	147,000 -19,000	-11%	-$5.45M	21.75%	1
2018 Q2	$45.3M	Hold	166,000	–	–	20.92%	1
2018 Q1	$44.1M	Hold	166,000	–	–	21.31%	1
2017 Q4	$44.6M	Buy	+166,000	New	+$43.5M	32.31%	1

Other funds holding IVV

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Taiyo Life Insurance Company's IVV Position: Q2 2026 in Review

Taiyo Life Insurance Company held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 315,475 shares worth $236M. The position accounts for 21.59% of the portfolio, ranked #1.

Taiyo Life Insurance Company first reported a position in IVV in Q4 2017 and has held it in 35 quarters since. The position peaked at $264M in Q4 2025. 1,869 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Taiyo Life Insurance Company held 315,475 shares of iShares Core S&P 500 ETF worth $236M as of Q2 2026.
Taiyo Life Insurance Company left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up 21.59% of Taiyo Life Insurance Company's portfolio in Q2 2026, its #1 holding.
Taiyo Life Insurance Company first reported a position in iShares Core S&P 500 ETF in Q4 2017 and has held it in 35 quarters since.
Taiyo Life Insurance Company's iShares Core S&P 500 ETF position peaked at $264M in Q4 2025.
1,869 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Taiyo Life Insurance Company's 13F filing for Q2 2026, filed 28 Jul 2026.