ROYAL BANK OF CANADA IVV — ISHARES TR S&P 500 INDEX

Ownership history in ROYAL BANK OF CANADA  ·  94 quarters on record

AI Ownership Summary

ROYAL BANK OF CANADA reported ISHARES TR S&P 500 INDEX (IVV) in 94 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 3.17% in 2025 Q4. The latest visible filing shows IVV at 2.10% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IVV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ROYAL BANK OF CANADA's position in ISHARES TR S&P 500 INDEX, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

IVV was reported at 2.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.17% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IVV stock page ROYAL BANK OF CANADA fund profile ROYAL BANK OF CANADA full holdings
How ROYAL BANK OF CANADA held IVV — position size vs. price
% of Fund (quarterly)    IVV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 14 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 35.7% +14.2% ❌ 18,294,669 -10,143,591 -35.7% 2.10% $11.95B 2026-05-15 $740.46
2025 Q4 ADDED — — — 28,438,260 +28,437,660 +4739610.0% 3.17% $19.48B 2026-02-17 $682.19
2025 Q4 REDUCED 100.0% -4.4% ✅ 600 -20,628,592 -100.0% 0.00% $411K 2026-02-17 $682.19
2025 Q3 ADDED — — — 20,629,192 +20,628,492 +2946927.4% 2.26% $13.81B 2025-11-14 $669.34
2025 Q3 REDUCED 100.0% +3.6% ❌ 700 -13,310,581 -100.0% 0.00% $469K 2025-11-14 $669.34
2025 Q2 ADDED — — — 13,311,281 +199,140 +1.5% 1.49% $8.26B 2025-08-14 $640.47
2025 Q1 ADDED — — — 13,112,141 +13,111,741 +3277935.2% 1.54% $7.37B 2025-05-15 $584.35
2025 Q1 REDUCED 100.0% +10.8% ❌ 400 -14,146,101 -100.0% 0.00% $225K 2025-05-15 $584.35
2024 Q4 ADDED — — — 14,146,501 +14,145,801 +2020828.7% 1.66% $8.33B 2025-02-14 $601.69
2024 Q4 REDUCED 100.0% -4.2% ✅ 700 -11,988,289 -100.0% 0.00% $412K 2025-02-14 $601.69
2024 Q3 ADDED — — — 11,988,989 +11,988,389 +1998064.8% 1.41% $6.92B 2024-11-14 $583.48
2024 Q3 REDUCED 100.0% +2.8% ❌ 600 -13,027,563 -100.0% 0.00% $346K 2024-11-14 $583.48
2024 Q2 ADDED — — — 13,028,163 +4,426,347 +51.5% 1.62% $7.13B 2024-08-14 $533.04
2024 Q1 ADDED — — — 8,601,816 +1,155,701 +15.5% 1.03% $4.52B 2024-05-15 $517.52
80 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IVV

As of 2026 Q2 — sorted by position size

GENWORTH FINANCIAL INC 3Y 7Y 92.66% FINANCIAL COUNSELORS INC 3Y 7Y 80.38% Alaska Permanent Fund Corp 3Y 68.7% MKD WEALTH COACHES, LLC 3Y 7Y 55.55% GR FINANCIAL GROUP, LLC 54.8% Ashford Advisors, LLC 3Y 52.83% Teramo Advisors, LLC 3Y 50.94% CKW FINANCIAL GROUP 3Y 7Y 46.36% Gray Private Wealth, LLC 45.11% Nationwide Fund Advisors 3Y 7Y 42.12%

FAQ About ROYAL BANK OF CANADA and IVV

These are the practical questions this page is built to answer before you even open the full history table.

How long has ROYAL BANK OF CANADA reported owning IVV?

ROYAL BANK OF CANADA reported IVV across 14 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported IVV position in ROYAL BANK OF CANADA's portfolio?

The largest reported portfolio weight for IVV was 3.17% in 2025 Q4.

What is the latest reported IVV position on this page?

The most recent filing on this page is 2026 Q1, when ROYAL BANK OF CANADA reported 18,294,669 shares, equal to 2.10% of portfolio, with an estimated market value of $11.95B.

What does the chart on this IVV ownership page compare?

The chart compares ROYAL BANK OF CANADA's quarterly IVV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did ROYAL BANK OF CANADA time their IVV position?

Based on 13F filing dates vs. subsequent IVV price moves, ROYAL BANK OF CANADA correctly timed 55 out of 93 reported position changes (59%). The annualised alpha on IVV relative to SPY over the holding period was +0.0%.

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