VIA
IVV icon

Vantagepoint Investment Advisers’s iShares Core S&P 500 ETF IVV Stock Holding History

Vantagepoint Investment Advisers’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
Q1 		$221M Buy
337,733
+47,787
+16% +$32.6M 1.87% 26
2025
Q4 		$199M Sell
289,946
-1,974
-0.7% -$1.34M 1.6% 31
2025
Q3 		$195M Sell
291,920
-232,200
-44% -$150M 1.6% 31
2025
Q2 		$325M Buy
524,120
+357,150
+214% +$205M 32.64% 1
2025
Q1 		$93.8M Hold
166,970
– – 10.7% 4
2024
Q4 		$98.3M Sell
166,970
-213,040
-56% -$126M 15.75% 3
2024
Q3 		$219M Buy
380,010
+91,820
+32% +$51.1M 28.13% 3
2024
Q2 		$158M Buy
288,190
+3,500
+1% +$1.84M 21.7% 3
2024
Q1 		$150M Sell
284,690
-191,040
-40% -$95.6M 24.76% 3
2023
Q4 		$227M Buy
475,730
+90,760
+24% +$40.6M 30.3% 2
2023
Q3 		$165M Buy
384,970
+22,000
+6% +$9.84M 26.95% 2
2023
Q2 		$162M Sell
362,970
-64,200
-15% -$27.1M 24.5% 2
2023
Q1 		$176M Buy
427,170
+68,180
+19% +$27.3M 29.26% 1
2022
Q4 		$138M Sell
358,990
-90,470
-20% -$34.9M 24.07% 1
2022
Q3 		$161M Sell
449,460
-228,130
-34% -$91.1M 29.38% 1
2022
Q2 		$257M Buy
677,590
+140,580
+26% +$57.8M 42.95% 1
2022
Q1 		$244M Buy
537,010
+308,715
+135% +$138M 68.17% 1
2021
Q4 		$109M Sell
228,295
-82,480
-27% -$38M 27.32% 2
2021
Q3 		$134M Sell
310,775
-325,800
-51% -$144M 34.14% 2
2021
Q2 		$274M Sell
636,575
-157,325
-20% -$65.9M 46.31% 2
2021
Q1 		$316M Buy
793,900
+53,568
+7% +$20.7M 53.48% 1
2020
Q4 		$278M Buy
740,332
+15,181
+2% +$5.4M 42.81% 2
2020
Q3 		$244M Buy
725,151
+128,680
+22% +$42.8M 46.95% 2
2020
Q2 		$185M Buy
+596,471
New +$175M 35.27% 2

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Vantagepoint Investment Advisers's IVV Position: Q1 2026 in Review

Vantagepoint Investment Advisers increased its iShares Core S&P 500 ETF (IVV) stake by 16% in Q1 2026, buying an estimated $32.6M and bringing the position to 337,733 shares worth $221M. The position accounts for 1.87% of the portfolio, ranked #26.

Vantagepoint Investment Advisers first reported a position in IVV in Q2 2020 and has held it in 24 quarters since. The position peaked at $325M in Q2 2025. 3,979 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Vantagepoint Investment Advisers held 337,733 shares of iShares Core S&P 500 ETF worth $221M as of Q1 2026.
  • Vantagepoint Investment Advisers bought 47,787 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $32.6M.
  • iShares Core S&P 500 ETF made up 1.87% of Vantagepoint Investment Advisers's portfolio in Q1 2026, its #26 holding.
  • Vantagepoint Investment Advisers first reported a position in iShares Core S&P 500 ETF in Q2 2020 and has held it in 24 quarters since.
  • Vantagepoint Investment Advisers's iShares Core S&P 500 ETF position peaked at $325M in Q2 2025.
  • 3,979 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Vantagepoint Investment Advisers's 13F filing for Q1 2026, filed 11 May 2026.