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

Baldwin 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 		$8.12M Sell
10,837
-208
-2% -$151K 0.53% 43
2026
Q1 		$7.21M Sell
11,045
-4,253
-28% -$2.9M 0.52% 45
2025
Q4 		$10.5M Sell
15,298
-759
-5% -$515K 0.67% 38
2025
Q3 		$10.7M Sell
16,057
-227
-1% -$146K 0.7% 39
2025
Q2 		$10.1M Sell
16,284
-89
-0.5% -$51.1K 0.69% 45
2025
Q1 		$9.2M Buy
16,373
+495
+3% +$292K 0.65% 48
2024
Q4 		$9.35M Sell
15,878
-1,729
-10% -$1.02M 0.65% 46
2024
Q3 		$10.2M Buy
17,607
+1,874
+12% +$1.04M 0.69% 39
2024
Q2 		$8.61M Sell
15,733
-175
-1% -$92K 0.67% 43
2024
Q1 		$8.36M Sell
15,908
-431
-3% -$216K 0.63% 48
2023
Q4 		$7.8M Sell
16,339
-57
-0.3% -$25.5K 0.61% 50
2023
Q3 		$7.04M Sell
16,396
-193
-1% -$86.3K 0.61% 51
2023
Q2 		$7.39M Sell
16,589
-1,639
-9% -$691K 0.61% 51
2023
Q1 		$7.49M Buy
18,228
+442
+2% +$177K 0.65% 49
2022
Q4 		$6.83M Buy
17,786
+519
+3% +$200K 0.62% 52
2022
Q3 		$6.19M Sell
17,267
-183
-1% -$73.1K 0.86% 32
2022
Q2 		$6.62M Buy
17,450
+41
+0.2% +$16.9K 0.86% 33
2022
Q1 		$7.9M Sell
17,409
-9
-0.1% -$4.03K 0.84% 35
2021
Q4 		$8.31M Buy
17,418
+181
+1% +$83.4K 0.83% 38
2021
Q3 		$7.43M Sell
17,237
-201
-1% -$89.1K 0.82% 39
2021
Q2 		$7.5M Sell
17,438
-674
-4% -$282K 0.82% 37
2021
Q1 		$7.21M Buy
18,112
+924
+5% +$358K 0.86% 37
2020
Q4 		$6.45M Sell
17,188
-753
-4% -$268K 0.81% 38
2020
Q3 		$6.03M Sell
17,941
-326
-2% -$108K 0.82% 38
2020
Q2 		$5.66M Sell
18,267
-210
-1% -$61.7K 0.83% 38
2020
Q1 		$4.77M Sell
18,477
-597
-3% -$183K 0.84% 38
2019
Q4 		$6.17M Buy
19,074
+1,185
+7% +$367K 0.86% 39
2019
Q3 		$5.34M Sell
17,889
-2,220
-11% -$660K 0.8% 42
2019
Q2 		$5.93M Buy
20,109
+456
+2% +$132K 0.87% 39
2019
Q1 		$5.59M Buy
19,653
+399
+2% +$109K 0.83% 41
2018
Q4 		$4.84M Sell
19,254
-219
-1% -$59.5K 0.81% 42
2018
Q3 		$5.7M Sell
19,473
-385
-2% -$110K 0.8% 40
2018
Q2 		$5.42M Buy
19,858
+97
+0.5% +$26.4K 0.84% 40
2018
Q1 		$5.24M Buy
19,761
+632
+3% +$174K 0.85% 42
2017
Q4 		$5.14M Sell
19,129
-209
-1% -$54.7K 0.8% 45
2017
Q3 		$4.89M Sell
19,338
-829
-4% -$206K 0.79% 44
2017
Q2 		$4.91M Buy
20,167
+347
+2% +$83.7K 0.79% 43
2017
Q1 		$4.7M Buy
19,820
+519
+3% +$121K 0.78% 41
2016
Q4 		$4.34M Sell
19,301
-58
-0.3% -$12.7K 0.78% 39
2016
Q3 		$4.21M Buy
+19,359
New +$4.21M 0.76% 39

Other funds holding IVV

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

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

Baldwin Wealth Partners reduced its iShares Core S&P 500 ETF (IVV) stake by 1.9% in Q2 2026, selling an estimated $151K and leaving 10,837 shares worth $8.12M. The position accounts for 0.53% of the portfolio, ranked #43.

Baldwin Wealth Partners first reported a position in IVV in Q3 2016 and has held it in 40 quarters since. The position peaked at $10.7M in Q3 2025. 2,114 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Baldwin Wealth Partners held 10,837 shares of iShares Core S&P 500 ETF worth $8.12M as of Q2 2026.
  • Baldwin Wealth Partners sold 208 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $151K.
  • iShares Core S&P 500 ETF made up 0.53% of Baldwin Wealth Partners's portfolio in Q2 2026, its #43 holding.
  • Baldwin Wealth Partners first reported a position in iShares Core S&P 500 ETF in Q3 2016 and has held it in 40 quarters since.
  • Baldwin Wealth Partners's iShares Core S&P 500 ETF position peaked at $10.7M in Q3 2025.
  • 2,114 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Baldwin Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.