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

World Investment 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
2026
Q2 		$86.3M Buy
122,271
+16,763
+16% +$12.2M 1.43% 6
2026
Q1 		$68.9M Buy
105,508
+10,429
+11% +$7.12M 1.11% 10
2025
Q4 		$65.1M Buy
95,079
+44,307
+87% +$30.1M 1.06% 11
2025
Q3 		$34M Buy
50,772
+2,196
+5% +$1.41M 0.69% 25
2025
Q2 		$30.2M Buy
48,576
+652
+1% +$374K 0.68% 28
2025
Q1 		$26.9M Buy
47,924
+2,231
+5% +$1.32M 0.7% 23
2024
Q4 		$26.9M Buy
45,693
+12,397
+37% +$7.34M 0.74% 23
2024
Q3 		$19.2M Buy
33,296
+1,034
+3% +$575K 0.6% 34
2024
Q2 		$17.7M Buy
32,262
+29,600
+1,112% +$15.6M 1.1% 18
2024
Q1 		$1.42M Sell
2,662
-21,463
-89% -$10.7M 0.2% 105
2023
Q4 		$11.5M Sell
24,125
-6,355
-21% -$2.84M 1.5% 14
2023
Q3 		$13.1M Buy
30,480
+3,332
+12% +$1.49M 2.61% 8
2023
Q2 		$12.1M Buy
27,148
+394
+1% +$166K 2.34% 11
2023
Q1 		$11M Buy
26,754
+3,232
+14% +$1.3M 2.29% 13
2022
Q4 		$9.04M Buy
23,522
+82
+0.3% +$31.6K 2.07% 13
2022
Q3 		$8.41M Sell
23,440
-1,134
-5% -$453K 2% 13
2022
Q2 		$10.2M Buy
24,574
+3,342
+16% +$1.37M 2.15% 12
2022
Q1 		$9.63M Buy
21,232
+3,492
+20% +$1.56M 2% 14
2021
Q4 		$8.01M Buy
17,740
+4,071
+30% +$1.88M 1.68% 13
2021
Q3 		$5.89M Sell
13,669
-170
-1% -$75.3K 1.33% 16
2021
Q2 		$5.95M Buy
13,839
+380
+3% +$159K 1.36% 16
2021
Q1 		$5.54M Sell
13,459
-1,306
-9% -$506K 1.34% 16
2020
Q4 		$5.82M Buy
14,765
+5,233
+55% +$1.86M 1.47% 15
2020
Q3 		$3.2M Buy
9,532
+716
+8% +$238K 1.1% 21
2020
Q2 		$2.99M Sell
8,816
-1,285
-13% -$377K 1.04% 23
2020
Q1 		$2.61M Buy
10,101
+6,896
+215% +$2.11M 1.21% 21
2019
Q4 		$1.04M Buy
3,205
+137
+4% +$42.4K 0.4% 38
2019
Q3 		$916K Buy
3,068
+541
+21% +$161K 0.39% 35
2019
Q2 		$744K Buy
2,527
+57
+2% +$16.5K 0.33% 40
2019
Q1 		$703K Sell
2,470
-650
-21% -$178K 0.32% 45
2018
Q4 		$849K Buy
+3,120
New +$847K 0.38% 43

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

World Investment Advisors's IVV Position: Q2 2026 in Review

World Investment Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 16% in Q2 2026, buying an estimated $12.2M and bringing the position to 122,271 shares worth $86.3M. The position accounts for 1.43% of the portfolio, ranked #6.

World Investment Advisors first reported a position in IVV in Q4 2018 and has held it in 31 quarters since. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • World Investment Advisors held 122,271 shares of iShares Core S&P 500 ETF worth $86.3M as of Q2 2026.
  • World Investment Advisors bought 16,763 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $12.2M.
  • iShares Core S&P 500 ETF made up 1.43% of World Investment Advisors's portfolio in Q2 2026, its #6 holding.
  • World Investment Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2018 and has held it in 31 quarters since.
  • 4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.