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

University of Wisconsin Foundation’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
2023 Q1	–	Sell	-105,373	Closed	-$40.5M	–	4
2022 Q4	$40.5M	Buy	+105,373	New	+$40.7M	83.9%	1

Other funds holding IVV

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

University of Wisconsin Foundation's IVV Position: Q2 2025 in Review

University of Wisconsin Foundation sold out of iShares Core S&P 500 ETF (IVV) in Q2 2025, closing a stake of 12,555 shares — an estimated $7.05M sold.

University of Wisconsin Foundation first reported a position in IVV in Q1 2023 and held it in 9 quarters. The position peaked at $121M in Q2 2023. 3,618 funds tracked by Wall St. Rank hold IVV as of Q2 2025.

University of Wisconsin Foundation reported no remaining iShares Core S&P 500 ETF position as of Q2 2025 after selling out during the quarter.
University of Wisconsin Foundation sold 12,555 iShares Core S&P 500 ETF shares in Q2 2025, an estimated $7.05M.
University of Wisconsin Foundation first reported a position in iShares Core S&P 500 ETF in Q1 2023 and held it in 9 quarters.
University of Wisconsin Foundation's iShares Core S&P 500 ETF position peaked at $121M in Q2 2023.
3,618 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2025.

Based on University of Wisconsin Foundation's 13F filing for Q2 2025, filed 13 Aug 2025.