Barlow Wealth Partners
IVV icon

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

Barlow 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
Q3 		$1.28M Buy
1,639
+9
+0.6% +$6.87K 0.13% 46
2026
Q2 		$1.22M Hold
1,630
– – 0.13% 51
2026
Q1 		$1.16M Buy
1,630
+154
+10% +$105K 0.13% 52
2025
Q4 		$1.03M Sell
1,476
-384
-21% -$261K 0.11% 59
2025
Q3 		$1.25M Hold
1,860
– – 0.14% 50
2025
Q2 		$1.16M Buy
1,860
+237
+15% +$136K 0.14% 53
2025
Q1 		$898K Buy
1,623
+553
+52% +$327K 0.12% 59
2024
Q4 		$637K Buy
1,070
+8
+0.8% +$4.74K 0.08% 73
2024
Q3 		$606K Buy
1,062
+179
+20% +$100K 0.08% 81
2024
Q2 		$481K Buy
883
+358
+68% +$188K 0.07% 84
2024
Q1 		$269K Hold
525
– – 0.04% 120
2023
Q4 		$251K Buy
+525
New +$235K 0.04% 126

Other funds holding IVV

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
First Command Advisory Services
First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 21.9% 1-Year Est. Return

Barlow Wealth Partners's IVV Position: Q3 2026 in Review

Barlow Wealth Partners increased its iShares Core S&P 500 ETF (IVV) stake by 0.55% in Q3 2026, buying an estimated $6.87K and bringing the position to 1,639 shares worth $1.28M. The position accounts for 0.13% of the portfolio, ranked #46.

Barlow Wealth Partners first reported a position in IVV in Q4 2023 and has held it in 12 quarters since. 2,895 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Barlow Wealth Partners held 1,639 shares of iShares Core S&P 500 ETF worth $1.28M as of Q3 2026.
  • Barlow Wealth Partners bought 9 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $6.87K.
  • iShares Core S&P 500 ETF made up 0.13% of Barlow Wealth Partners's portfolio in Q3 2026, its #46 holding.
  • Barlow Wealth Partners first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 12 quarters since.
  • 2,895 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Barlow Wealth Partners's 13F filing for Q3 2026, filed 15 Oct 2026.