UBP
IVV icon

Union Bancaire Privee’s iShares Core S&P 500 ETF IVV Stock Holding History

Union Bancaire Privee’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 		$4.09M Buy
6,284
+1,979
+46% +$1.44M 0.04% 188
2026
Q1 		$2.26M Buy
4,305
+608
+16% +$415K 0.03% 210
2025
Q4 		$2.01M Buy
3,697
+2,640
+250% +$1.79M 0.02% 226
2025
Q3 		$561K Sell
1,057
-140
-12% -$90.2K 0.01% 308
2025
Q2 		$590K Sell
1,197
-569
-32% -$327K 0.01% 292
2025
Q1 		$879K Sell
1,766
-1,833
-51% -$1.08M 0.02% 254
2024
Q4 		$2.04M Buy
+3,599
New +$2.13M 0.04% 207

Other funds holding IVV

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
Envestnet Portfolio Solutions
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

Union Bancaire Privee's IVV Position: Q2 2026 in Review

Union Bancaire Privee increased its iShares Core S&P 500 ETF (IVV) stake by 46% in Q2 2026, buying an estimated $1.44M and bringing the position to 6,284 shares worth $4.09M. The position accounts for 0.04% of the portfolio, ranked #188.

Union Bancaire Privee first reported a position in IVV in Q4 2024 and has held it in 7 quarters since. 2,171 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Union Bancaire Privee held 6,284 shares of iShares Core S&P 500 ETF worth $4.09M as of Q2 2026.
  • Union Bancaire Privee bought 1,979 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $1.44M.
  • iShares Core S&P 500 ETF made up 0.04% of Union Bancaire Privee's portfolio in Q2 2026, its #188 holding.
  • Union Bancaire Privee first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
  • 2,171 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Union Bancaire Privee's 13F filing for Q2 2026, filed 16 Jul 2026.