WA
IVV icon

Wilshire Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Wilshire Advisors’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
-237,694
Closed -$9.33M – 11
2025
Q1 		$9.33M Buy
237,694
+65,211
+38% +$38.5M 29.5% 1
2024
Q4 		$102M Buy
172,483
+38,818
+29% +$23M 37.09% 1
2024
Q3 		$77.1M Sell
133,665
-3,403
-2% -$1.89M 37.03% 1
2024
Q2 		$75M Sell
137,068
-3,605
-3% -$1.9M 37.61% 1
2024
Q1 		$74M Sell
140,673
-6,292
-4% -$3.15M 36.79% 1
2023
Q4 		$70.2M Sell
146,965
-4,091
-3% -$1.83M 36.36% 1
2023
Q3 		$64.9M Sell
151,056
-6,069
-4% -$2.71M 36.03% 1
2023
Q2 		$70M Sell
157,125
-6,277
-4% -$2.65M 37.12% 1
2023
Q1 		$67.2M Sell
163,402
-3,768
-2% -$1.51M 35.96% 1
2022
Q4 		$64.2M Sell
167,170
-2,670
-2% -$1.03M 35.07% 1
2022
Q3 		$60.9M Sell
169,840
-5,280
-3% -$2.11M 34.87% 1
2022
Q2 		$66.4M Buy
175,120
+288
+0.2% +$118K 34.75% 1
2022
Q1 		$79.3M Sell
174,832
-3,608
-2% -$1.61M 35.44% 1
2021
Q4 		$85.1M Buy
+178,440
New +$82.2M 32.61% 1

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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

Wilshire Advisors's IVV Position: Q2 2025 in Review

Wilshire Advisors sold out of iShares Core S&P 500 ETF (IVV) in Q2 2025, closing a stake of 237,694 shares — an estimated $9.33M sold.

Wilshire Advisors first reported a position in IVV in Q4 2021 and held it in 14 quarters. The position peaked at $102M in Q4 2024. 3,616 funds tracked by Wall St. Rank hold IVV as of Q2 2025.

  • Wilshire Advisors reported no remaining iShares Core S&P 500 ETF position as of Q2 2025 after selling out during the quarter.
  • Wilshire Advisors sold 237,694 iShares Core S&P 500 ETF shares in Q2 2025, an estimated $9.33M.
  • Wilshire Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2021 and held it in 14 quarters.
  • Wilshire Advisors's iShares Core S&P 500 ETF position peaked at $102M in Q4 2024.
  • 3,616 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2025.

Based on Wilshire Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.