William Blair & Company
IVV icon

William Blair & Company’s iShares Core S&P 500 ETF IVV Stock Holding History

William Blair & Company’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 		$317M Sell
485,839
-2,581
-0.5% -$1.76M 0.91% 18
2025
Q4 		$335M Buy
488,420
+42,108
+9% +$28.6M 0.9% 19
2025
Q3 		$299M Buy
446,312
+10,169
+2% +$6.55M 0.8% 24
2025
Q2 		$271M Buy
436,143
+18,914
+5% +$10.9M 0.75% 28
2025
Q1 		$234M Buy
417,229
+6,487
+2% +$3.83M 0.71% 33
2024
Q4 		$242M Buy
410,742
+16,990
+4% +$10.1M 0.7% 32
2024
Q3 		$227M Buy
393,752
+13,360
+4% +$7.43M 0.67% 39
2024
Q2 		$208M Buy
380,392
+13,701
+4% +$7.2M 0.64% 38
2024
Q1 		$193M Buy
366,691
+15,098
+4% +$7.55M 0.61% 42
2023
Q4 		$168M Sell
351,593
-3,581
-1% -$1.6M 0.57% 43
2023
Q3 		$153M Buy
355,174
+5,183
+1% +$2.32M 0.58% 41
2023
Q2 		$156M Sell
349,991
-2,367
-0.7% -$998K 0.57% 40
2023
Q1 		$145M Sell
352,358
-10,394
-3% -$4.17M 0.58% 41
2022
Q4 		$139M Buy
362,752
+51,658
+17% +$19.9M 0.61% 41
2022
Q3 		$112M Sell
311,094
-2,929
-0.9% -$1.17M 0.51% 46
2022
Q2 		$119M Buy
314,023
+38,601
+14% +$15.9M 0.53% 45
2022
Q1 		$125M Buy
275,422
+736
+0.3% +$329K 0.44% 53
2021
Q4 		$131M Buy
274,686
+13,011
+5% +$6M 0.41% 55
2021
Q3 		$113M Sell
261,675
-1,985
-0.8% -$880K 0.38% 57
2021
Q2 		$113M Buy
263,660
+28,196
+12% +$11.8M 0.39% 54
2021
Q1 		$93.7M Sell
235,464
-9,583
-4% -$3.71M 0.35% 63
2020
Q4 		$92M Buy
245,047
+11,889
+5% +$4.23M 0.34% 68
2020
Q3 		$78.4M Sell
233,158
-9,593
-4% -$3.19M 0.33% 65
2020
Q2 		$75.2M Sell
242,751
-11,667
-5% -$3.43M 0.36% 62
2020
Q1 		$65.7M Buy
254,418
+25,557
+11% +$7.83M 0.41% 56
2019
Q4 		$74M Buy
228,861
+15,596
+7% +$4.83M 0.38% 65
2019
Q3 		$63.7M Buy
213,265
+3,588
+2% +$1.07M 0.37% 65
2019
Q2 		$61.8M Buy
209,677
+26,295
+14% +$7.62M 0.35% 73
2019
Q1 		$52.2M Buy
183,382
+41,914
+30% +$11.5M 0.32% 79
2018
Q4 		$35.6M Buy
141,468
+35,522
+34% +$9.65M 0.26% 94
2018
Q3 		$31M Buy
105,946
+38,630
+57% +$11.1M 0.19% 123
2018
Q2 		$18.4M Buy
67,316
+5,832
+9% +$1.59M 0.13% 168
2018
Q1 		$16.3M Buy
61,484
+1,586
+3% +$436K 0.12% 174
2017
Q4 		$16.1M Buy
59,898
+54,731
+1,059% +$14.3M 0.11% 190
2017
Q3 		$1.31M Sell
5,167
-38,516
-88% -$9.57M 0.01% 659
2017
Q2 		$10.6M Buy
43,683
+19,520
+81% +$4.71M 0.08% 229
2017
Q1 		$5.75M Buy
24,163
+1,566
+7% +$366K 0.05% 297
2016
Q4 		$5.08M Buy
22,597
+4,220
+23% +$927K 0.05% 298
2016
Q3 		$4M Buy
18,377
+1,368
+8% +$298K 0.04% 345
2016
Q2 		$3.58M Sell
17,009
-3,305
-16% -$689K 0.03% 350
2016
Q1 		$4.2M Buy
20,314
+1,673
+9% +$328K 0.04% 309
2015
Q4 		$3.82M Buy
18,641
+697
+4% +$144K 0.04% 336
2015
Q3 		$3.46M Buy
17,944
+10,237
+133% +$2.09M 0.03% 391
2015
Q2 		$1.6M Sell
7,707
-3,972
-34% -$841K ﹤0.01% 1423
2015
Q1 		$2.43M Buy
11,679
+2,207
+23% +$459K ﹤0.01% 1251
2014
Q4 		$1.96M Sell
9,472
-155
-2% -$31.4K ﹤0.01% 1297
2014
Q3 		$1.91M Sell
9,627
-100
-1% -$19.9K ﹤0.01% 1272
2014
Q2 		$1.92M Buy
9,727
+760
+8% +$145K ﹤0.01% 1253
2014
Q1 		$1.69M Sell
8,967
-322
-3% -$59.5K ﹤0.01% 1252
2013
Q4 		$1.72M Sell
9,289
-479
-5% -$85.3K ﹤0.01% 1217
2013
Q3 		$1.65M Buy
9,768
+37
+0.4% +$6.24K ﹤0.01% 1193
2013
Q2 		$1.56M Buy
+9,731
New +$1.58M ﹤0.01% 1140

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

William Blair & Company's IVV Position: Q1 2026 in Review

William Blair & Company reduced its iShares Core S&P 500 ETF (IVV) stake by 0.53% in Q1 2026, selling an estimated $1.76M and leaving 485,839 shares worth $317M. The position accounts for 0.91% of the portfolio, ranked #18.

William Blair & Company first reported a position in IVV in Q2 2013 and has held it in 52 quarters since. The position peaked at $335M in Q4 2025. 3,979 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • William Blair & Company held 485,839 shares of iShares Core S&P 500 ETF worth $317M as of Q1 2026.
  • William Blair & Company sold 2,581 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $1.76M.
  • iShares Core S&P 500 ETF made up 0.91% of William Blair & Company's portfolio in Q1 2026, its #18 holding.
  • William Blair & Company first reported a position in iShares Core S&P 500 ETF in Q2 2013 and has held it in 52 quarters since.
  • William Blair & Company's iShares Core S&P 500 ETF position peaked at $335M in Q4 2025.
  • 3,979 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on William Blair & Company's 13F filing for Q1 2026, filed 8 May 2026.