William Blair Investment Management
IVV icon

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

William Blair 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
2022
Q2 		– Sell
-71,500
Closed -$32.4M – 425
2022
Q1 		$32.4M Sell
71,500
-6,900
-9% -$3.09M 0.1% 233
2021
Q4 		$37.4M Sell
78,400
-11,600
-13% -$5.35M 0.1% 225
2021
Q3 		$38.8M Buy
+90,000
New +$39.9M 0.11% 221

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Northwestern Mutual Wealth Management
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Creative Planning
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Wells Fargo
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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
PNC Financial Services Group
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

William Blair Investment Management's IVV Position: Q2 2022 in Review

William Blair Investment Management sold out of iShares Core S&P 500 ETF (IVV) in Q2 2022, closing a stake of 71,500 shares — an estimated $32.4M sold.

William Blair Investment Management first reported a position in IVV in Q3 2021 and held it in 3 quarters. The position peaked at $38.8M in Q3 2021. 2,525 funds tracked by Wall St. Rank hold IVV as of Q2 2022.

  • William Blair Investment Management reported no remaining iShares Core S&P 500 ETF position as of Q2 2022 after selling out during the quarter.
  • William Blair Investment Management sold 71,500 iShares Core S&P 500 ETF shares in Q2 2022, an estimated $32.4M.
  • William Blair Investment Management first reported a position in iShares Core S&P 500 ETF in Q3 2021 and held it in 3 quarters.
  • William Blair Investment Management's iShares Core S&P 500 ETF position peaked at $38.8M in Q3 2021.
  • 2,525 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2022.

Based on William Blair Investment Management's 13F filing for Q2 2022, filed 10 Aug 2022.