Union Bancaire Privee
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
Q3 		$4.27M Buy
6,324
+40
+0.6% +$30.5K 0.04% 175
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

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
First Command Advisory Services
First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Union Bancaire Privee's IVV Position: Q3 2026 in Review

Union Bancaire Privee increased its iShares Core S&P 500 ETF (IVV) stake by 0.64% in Q3 2026, buying an estimated $30.5K and bringing the position to 6,324 shares worth $4.27M. The position accounts for 0.04% of the portfolio, ranked #175.

Union Bancaire Privee first reported a position in IVV in Q4 2024 and has held it in 8 quarters since. 3,455 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Union Bancaire Privee held 6,324 shares of iShares Core S&P 500 ETF worth $4.27M as of Q3 2026.
  • Union Bancaire Privee bought 40 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $30.5K.
  • iShares Core S&P 500 ETF made up 0.04% of Union Bancaire Privee's portfolio in Q3 2026, its #175 holding.
  • Union Bancaire Privee first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 8 quarters since.
  • 3,455 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Union Bancaire Privee's 13F filing for Q3 2026, filed 4 Nov 2026.