University of Chicago’s iShares Core S&P 500 ETF IVV Stock Holding History

University of Chicago’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	–	Sell	-30,317	Closed	-$19.8M	–	15
2026 Q1	$19.8M	Sell	30,317 -165,472	-85%	-$113M	6.12%	5
2025 Q4	$134M	Hold	195,789	–	–	64.86%	1
2025 Q3	$131M	Buy	195,789 +118,886	+155%	+$76.6M	64.04%	1
2025 Q2	$47.7M	Buy	+76,903	New	+$44.2M	40.64%	1
2020 Q1	–	Sell	-58,336	Closed	-$18.9M	–	5
2019 Q4	$18.9M	Sell	58,336 -113,616	-66%	-$35.2M	54.27%	1
2019 Q3	$51.3M	Sell	171,952 -20,935	-11%	-$6.22M	54.52%	1
2019 Q2	$56.9M	Hold	192,887	–	–	54.86%	1
2019 Q1	$54.9M	Sell	192,887 -162,740	-46%	-$44.5M	54.13%	1
2018 Q4	$89.6M	Hold	355,627	–	–	54.64%	1
2018 Q3	$105M	Sell	355,627 -62,019	-15%	-$17.8M	55.06%	1
2018 Q2	$115M	Sell	417,646 -283,031	-40%	-$77M	53.69%	1
2018 Q1	$186M	Buy	+700,677	New	+$193M	47.91%	1

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

University of Chicago's IVV Position: Q2 2026 in Review

University of Chicago sold out of iShares Core S&P 500 ETF (IVV) in Q2 2026, closing a stake of 30,317 shares — an estimated $19.8M sold.

University of Chicago first reported a position in IVV in Q1 2018 and held it in 12 quarters. The position peaked at $186M in Q1 2018. 4,089 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

University of Chicago reported no remaining iShares Core S&P 500 ETF position as of Q2 2026 after selling out during the quarter.
University of Chicago sold 30,317 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $19.8M.
University of Chicago first reported a position in iShares Core S&P 500 ETF in Q1 2018 and held it in 12 quarters.
University of Chicago's iShares Core S&P 500 ETF position peaked at $186M in Q1 2018.
4,089 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on University of Chicago's 13F filing for Q2 2026, filed 14 Aug 2026.