Van Cleef Asset Management
IVV icon

Van Cleef Asset Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Van Cleef Asset Management’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 		$863K Hold
1,127
– – 0.09% 66
2026
Q2 		$844K Sell
1,127
-75
-6% -$54.6K 0.09% 70
2026
Q1 		$785K Sell
1,202
-327
-21% -$223K 0.08% 71
2025
Q4 		$1.05M Buy
1,529
+46
+3% +$31.2K 0.11% 58
2025
Q3 		$993K Sell
1,483
-55
-4% -$35.4K 0.1% 59
2025
Q2 		$955K Sell
1,538
-351
-19% -$202K 0.1% 57
2025
Q1 		$1.06M Sell
1,889
-322
-15% -$190K 0.12% 56
2024
Q4 		$1.3M Sell
2,211
-36
-2% -$21.3K 0.14% 56
2024
Q3 		$1.3M Sell
2,247
-81
-3% -$45K 0.14% 57
2024
Q2 		$1.27M Hold
2,328
– – 0.16% 53
2024
Q1 		$1.22M Buy
+2,328
New +$1.16M 0.15% 55

Other funds holding IVV

Creative Planning
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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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 21.9% 1-Year Est. Return

Van Cleef Asset Management's IVV Position: Q3 2026 in Review

Van Cleef Asset Management held its iShares Core S&P 500 ETF (IVV) position steady in Q3 2026 at 1,127 shares worth $863K. The position accounts for 0.09% of the portfolio, ranked #66.

Van Cleef Asset Management first reported a position in IVV in Q1 2024 and has held it in 11 quarters since. The position peaked at $1.3M in Q4 2024. 2,895 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Van Cleef Asset Management held 1,127 shares of iShares Core S&P 500 ETF worth $863K as of Q3 2026.
  • Van Cleef Asset Management left its iShares Core S&P 500 ETF share count unchanged in Q3 2026.
  • iShares Core S&P 500 ETF made up 0.09% of Van Cleef Asset Management's portfolio in Q3 2026, its #66 holding.
  • Van Cleef Asset Management first reported a position in iShares Core S&P 500 ETF in Q1 2024 and has held it in 11 quarters since.
  • Van Cleef Asset Management's iShares Core S&P 500 ETF position peaked at $1.3M in Q4 2024.
  • 2,895 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Van Cleef Asset Management's 13F filing for Q3 2026, filed 20 Oct 2026.