UBS Group’s iShares Core S&P 500 ETF IVV Stock Holding History

UBS Group’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	$374K	Buy	+500	New	+$364K	﹤0.01%	6421
2025 Q1	–	Sell	-300	Closed	-$177K	–	10473
2024 Q4	$177K	Sell	300 -1,907	-86%	-$1.13M	﹤0.01%	6530
2024 Q3	$1.27M	Buy	+2,207	New	+$1.23M	﹤0.01%	4427
2024 Q2	–	Sell	-1,200	Closed	-$631K	–	9788
2024 Q1	$631K	Hold	1,200	–	–	﹤0.01%	5011
2023 Q4	$573K	Buy	+1,200	New	+$537K	﹤0.01%	5001
2020 Q2	–	Sell	-1,000	Closed	-$258K	–	8148
2020 Q1	$258K	Buy	+1,000	New	+$306K	﹤0.01%	4520
2019 Q1	–	Sell	-600	Closed	-$151K	–	7925
2018 Q4	$151K	Buy	+600	New	+$163K	﹤0.01%	5177

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

UBS Group's IVV Position: Q2 2026 in Review

UBS Group reduced its iShares Core S&P 500 ETF (IVV) stake by 22% in Q2 2026, selling an estimated $749M and leaving 3,653,598 shares worth $2.74B. The position accounts for 0.35% of the portfolio, ranked #39.

UBS Group first reported a position in IVV in Q4 2014 and has held it in 47 quarters since. The position peaked at $3.19B in Q3 2025. 4,111 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

UBS Group held 3,653,598 shares of iShares Core S&P 500 ETF worth $2.74B as of Q2 2026.
UBS Group sold 1,028,320 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $749M.
iShares Core S&P 500 ETF made up 0.35% of UBS Group's portfolio in Q2 2026, its #39 holding.
UBS Group first reported a position in iShares Core S&P 500 ETF in Q4 2014 and has held it in 47 quarters since.
UBS Group's iShares Core S&P 500 ETF position peaked at $3.19B in Q3 2025.
4,111 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.