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Axis Wealth Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

Axis Wealth 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 		$503K Sell
672
-40
-6% -$29.1K 0.24% 105
2026
Q1 		$465K Sell
712
-33
-4% -$22.5K 0.25% 106
2025
Q4 		$510K Sell
745
-9
-1% -$6.11K 0.28% 100
2025
Q3 		$505K Buy
754
+1
+0.1% +$644 0.3% 97
2025
Q2 		$468K Sell
753
-68
-8% -$39K 0.31% 95
2025
Q1 		$461K Sell
821
-104
-11% -$61.4K 0.34% 85
2024
Q4 		$545K Buy
+925
New +$548K 0.46% 62

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

Axis Wealth Partners's IVV Position: Q2 2026 in Review

Axis Wealth Partners reduced its iShares Core S&P 500 ETF (IVV) stake by 5.6% in Q2 2026, selling an estimated $29.1K and leaving 672 shares worth $503K. The position accounts for 0.24% of the portfolio, ranked #105.

Axis Wealth Partners first reported a position in IVV in Q4 2024 and has held it in 7 quarters since. The position peaked at $545K in Q4 2024. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Axis Wealth Partners held 672 shares of iShares Core S&P 500 ETF worth $503K as of Q2 2026.
  • Axis Wealth Partners sold 40 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $29.1K.
  • iShares Core S&P 500 ETF made up 0.24% of Axis Wealth Partners's portfolio in Q2 2026, its #105 holding.
  • Axis Wealth Partners first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
  • Axis Wealth Partners's iShares Core S&P 500 ETF position peaked at $545K in Q4 2024.
  • 4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Axis Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.