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

Balboa 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 		$1.5M Buy
1,997
+40
+2% +$29.1K 0.2% 81
2026
Q1 		$1.28M Sell
1,957
-115
-6% -$78.5K 0.21% 85
2025
Q4 		$1.42M Buy
2,072
+64
+3% +$43.5K 0.23% 72
2025
Q3 		$1.34M Buy
2,008
+65
+3% +$41.9K 0.23% 69
2025
Q2 		$1.21M Buy
1,943
+249
+15% +$143K 0.24% 76
2025
Q1 		$952K Buy
1,694
+237
+16% +$140K 0.23% 79
2024
Q4 		$858K Buy
1,457
+165
+13% +$97.7K 0.2% 91
2024
Q3 		$745K Buy
1,292
+17
+1% +$9.45K 0.19% 102
2024
Q2 		$698K Buy
1,275
+150
+13% +$78.9K 0.18% 100
2024
Q1 		$591K Sell
1,125
-17
-1% -$8.51K 0.17% 108
2023
Q4 		$545K Sell
1,142
-89
-7% -$39.8K 0.18% 104
2023
Q3 		$529K Sell
1,231
-12
-1% -$5.37K 0.2% 93
2023
Q2 		$554K Sell
1,243
-50
-4% -$21.1K 0.19% 103
2023
Q1 		$532K Buy
1,293
+118
+10% +$47.3K 0.2% 105
2022
Q4 		$452K Buy
1,175
+3
+0.3% +$1.16K 0.2% 112
2022
Q3 		$420K Buy
+1,172
New +$468K 0.18% 103

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 22.9% 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
Capula Management
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

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

Balboa Wealth Partners increased its iShares Core S&P 500 ETF (IVV) stake by 2% in Q2 2026, buying an estimated $29.1K and bringing the position to 1,997 shares worth $1.5M. The position accounts for 0.2% of the portfolio, ranked #81.

Balboa Wealth Partners first reported a position in IVV in Q3 2022 and has held it in 16 quarters since. 4,123 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Balboa Wealth Partners held 1,997 shares of iShares Core S&P 500 ETF worth $1.5M as of Q2 2026.
  • Balboa Wealth Partners bought 40 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $29.1K.
  • iShares Core S&P 500 ETF made up 0.2% of Balboa Wealth Partners's portfolio in Q2 2026, its #81 holding.
  • Balboa Wealth Partners first reported a position in iShares Core S&P 500 ETF in Q3 2022 and has held it in 16 quarters since.
  • 4,123 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.