SEC 13F Intelligence

Sun Life Financial Inc / IVV

Sun Life Financial Inc’s Ishares Tr Position

Does Sun Life Financial Inc own Ishares Tr (IVV)? Yes432.3K shares worth $282M (+16.03% of its 13F portfolio) as of Q1 2026, down from 435.9K shares the prior filed quarter.

Position Value
$282M
Q1 2026
Shares
432.3K
% of Portfolio
+16.03%
Quarters Held
30
currently held

Position History IVV

Reported value by quarter
Q4 ’18: $15MQ4 ’18Q1 ’19: $8MQ2 ’19: $9MQ3 ’19: $9MQ4 ’19: $10MQ4 ’19Q1 ’20: $8MQ2 ’20: $9MQ3 ’20: $10MQ4 ’20: $11MQ4 ’20Q1 ’21: $12MQ2 ’21: $13MQ3 ’21: $13MQ4 ’21: $14MQ4 ’21Q1 ’22: $17MQ2 ’22: $19MQ3 ’22: $18MQ4 ’22: $20MQ4 ’22Q1 ’23: $21MQ2 ’23: $24MQ3 ’23: $23MQ4 ’23: $26MQ4 ’23Q1 ’24: $290MQ2 ’24: $292MQ3 ’24: $304MQ4 ’24: $310MQ4 ’24Q1 ’25: $261MQ2 ’25: $288MQ3 ’25: $311MQ4 ’25: $299MQ4 ’25Q1 ’26: $282Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026432.3K$282M+16.03%
Q4 2025435.9K$299M+15.67%
Q3 2025464.5K$311M+15.85%
Q2 2025464.5K$288M+15.77%
Q1 2025464.5K$261M+16.52%
Q4 2024527.0K$310M+17.30%
Q3 2024527.0K$304M+16.96%
Q2 2024534.0K$292M+17.47%
Q1 2024551.0K$290M+18.22%
Q4 202354.5K$26M+1.57%
Q3 202354.5K$23M+1.72%
Q2 202354.5K$24M+1.49%
Q1 202350.8K$21M+1.48%
Q4 202250.8K$20M+1.49%
Q3 202250.8K$18M+1.46%
Q2 202250.8K$19M+1.45%
Q1 202238.5K$17M+0.81%
Q4 202129.6K$14M+0.52%
Q3 202129.6K$13M+0.73%
Q2 202129.6K$13M+0.64%
Q1 202129.6K$12M+1.02%
Q4 202029.6K$11M+1.46%
Q3 202029.6K$10M+1.59%
Q2 202029.6K$9M+1.78%
Q1 202029.6K$8M+1.93%
Q4 201929.6K$10M+2.56%
Q3 201929.6K$9M+2.27%
Q2 201929.6K$9M+2.19%
Q1 201929.6K$8M+1.86%
Q4 201859.2K$15M+3.14%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Sun Life Financial Inc’s full portfolio or all institutional holders of IVV.