Voloridge Investment Management
IVV icon

Voloridge Investment Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Voloridge Investment 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
2025
Q2 		– Sell
-667,000
Closed -$375M – 1266
2025
Q1 		$375M Buy
667,000
+340,000
+104% +$201M 1.39% 1
2024
Q4 		$192M Sell
327,000
-369,000
-53% -$218M 0.68% 14
2024
Q3 		$401M Buy
+696,000
New +$387M 1.46% 1

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JP Morgan Chase
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Morgan Stanley
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Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 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

Voloridge Investment Management's IVV Position: Q2 2025 in Review

Voloridge Investment Management sold out of iShares Core S&P 500 ETF (IVV) in Q2 2025, closing a stake of 667,000 shares — an estimated $375M sold.

Voloridge Investment Management first reported a position in IVV in Q3 2024 and held it in 3 quarters. The position peaked at $401M in Q3 2024. 3,617 funds tracked by Wall St. Rank hold IVV as of Q2 2025.

  • Voloridge Investment Management reported no remaining iShares Core S&P 500 ETF position as of Q2 2025 after selling out during the quarter.
  • Voloridge Investment Management sold 667,000 iShares Core S&P 500 ETF shares in Q2 2025, an estimated $375M.
  • Voloridge Investment Management first reported a position in iShares Core S&P 500 ETF in Q3 2024 and held it in 3 quarters.
  • Voloridge Investment Management's iShares Core S&P 500 ETF position peaked at $401M in Q3 2024.
  • 3,617 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2025.

Based on Voloridge Investment Management's 13F filing for Q2 2025, filed 14 Aug 2025.