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

Waverton 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
Q4 		– Sell
-820
Closed -$549K – 51
2025
Q3 		$549K Hold
820
– – 0.01% 77
2025
Q2 		$509K Buy
820
+175
+27% +$100K 0.01% 89
2025
Q1 		$362K Sell
645
-500
-44% -$295K 0.01% 90
2024
Q4 		$674K Sell
1,145
-550
-32% -$326K 0.01% 76
2024
Q3 		$978K Hold
1,695
– – 0.02% 72
2024
Q2 		$927K Hold
1,695
– – 0.02% 73
2024
Q1 		$891K Buy
1,695
+10
+0.6% +$5K 0.02% 73
2023
Q4 		$805K Buy
+1,685
New +$754K 0.02% 73

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Waverton Investment Management's IVV Position: Q4 2025 in Review

Waverton Investment Management sold out of iShares Core S&P 500 ETF (IVV) in Q4 2025, closing a stake of 820 shares — an estimated $549K sold.

Waverton Investment Management first reported a position in IVV in Q4 2023 and held it in 8 quarters. The position peaked at $978K in Q3 2024. 4,012 funds tracked by Wall St. Rank hold IVV as of Q4 2025.

  • Waverton Investment Management reported no remaining iShares Core S&P 500 ETF position as of Q4 2025 after selling out during the quarter.
  • Waverton Investment Management sold 820 iShares Core S&P 500 ETF shares in Q4 2025, an estimated $549K.
  • Waverton Investment Management first reported a position in iShares Core S&P 500 ETF in Q4 2023 and held it in 8 quarters.
  • Waverton Investment Management's iShares Core S&P 500 ETF position peaked at $978K in Q3 2024.
  • 4,012 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2025.

Based on Waverton Investment Management's 13F filing for Q4 2025.