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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
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% +$99.5K 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

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
AG
AIA Group Hong Kong $7.95B AUM 28.94% 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

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

Barlow Wealth Partners held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 1,630 shares worth $1.22M. The position accounts for 0.13% of the portfolio, ranked #51.

Barlow Wealth Partners first reported a position in IVV in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.25M in Q3 2025. 2,171 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Barlow Wealth Partners held 1,630 shares of iShares Core S&P 500 ETF worth $1.22M as of Q2 2026.
  • Barlow Wealth Partners left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
  • iShares Core S&P 500 ETF made up 0.13% of Barlow Wealth Partners's portfolio in Q2 2026, its #51 holding.
  • Barlow Wealth Partners first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
  • Barlow Wealth Partners's iShares Core S&P 500 ETF position peaked at $1.25M in Q3 2025.
  • 2,171 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

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