Aspire Growth Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

Aspire Growth Partners’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	$416K	Buy	556 +2	+0.4%	+$1.46K	0.24%	79
2026 Q1	$362K	Sell	554 -4	-0.7%	-$2.73K	0.25%	83
2025 Q4	$382K	Buy	558 +2	+0.4%	+$1.36K	0.27%	83
2025 Q3	$372K	Sell	556 -86	-13%	-$55.4K	0.27%	81
2025 Q2	$399K	Buy	642 +2	+0.3%	+$1.15K	0.33%	73
2025 Q1	$361K	Sell	640 -47	-7%	-$27.8K	0.32%	74
2024 Q4	$404K	Buy	+687	New	+$407K	0.4%	64

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Aspire Growth Partners's IVV Position: Q2 2026 in Review

Aspire Growth Partners increased its iShares Core S&P 500 ETF (IVV) stake by 0.36% in Q2 2026, buying an estimated $1.46K and bringing the position to 556 shares worth $416K. The position accounts for 0.24% of the portfolio, ranked #79.

Aspire Growth Partners first reported a position in IVV in Q4 2024 and has held it in 7 quarters since. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Aspire Growth Partners held 556 shares of iShares Core S&P 500 ETF worth $416K as of Q2 2026.
Aspire Growth Partners bought 2 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $1.46K.
iShares Core S&P 500 ETF made up 0.24% of Aspire Growth Partners's portfolio in Q2 2026, its #79 holding.
Aspire Growth Partners first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Aspire Growth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.