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Blue Chip Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

Blue Chip 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 		$559K Buy
747
+354
+90% +$258K 0.04% 126
2026
Q1 		$256K Buy
393
+19
+5% +$13K 0.02% 151
2025
Q4 		$256K Buy
374
+46
+14% +$31.2K 0.02% 154
2025
Q3 		$220K Sell
328
-38
-10% -$24.5K 0.02% 160
2025
Q2 		$227K Buy
+366
New +$210K 0.02% 153
2024
Q4 		– Sell
-323
Closed -$186K – 176
2024
Q3 		$186K Hold
323
– – 0.02% 147
2024
Q2 		$177K Buy
323
+1
+0.3% +$526 0.02% 141
2024
Q1 		$169K Buy
322
+1
+0.3% +$500 0.02% 145
2023
Q4 		$153K Sell
321
-211
-40% -$94.4K 0.02% 159
2023
Q3 		$229K Sell
532
-14
-3% -$6.26K 0.03% 130
2023
Q2 		$243K Sell
546
-131
-19% -$55.2K 0.03% 132
2023
Q1 		$278K Buy
677
+3
+0.4% +$1.2K 0.03% 118
2022
Q4 		$259K Buy
674
+1
+0.1% +$386 0.03% 124
2022
Q3 		$241K Hold
673
– – 0.03% 115
2022
Q2 		$255K Sell
673
-84
-11% -$34.6K 0.03% 120
2022
Q1 		$344K Sell
757
-33
-4% -$14.8K 0.04% 109
2021
Q4 		$377K Buy
790
+10
+1% +$4.61K 0.05% 111
2021
Q3 		$336K Sell
780
-44
-5% -$19.5K 0.05% 105
2021
Q2 		$354K Sell
824
-273
-25% -$114K 0.05% 97
2021
Q1 		$437K Buy
1,097
+85
+8% +$32.9K 0.07% 89
2020
Q4 		$380K Sell
1,012
-42
-4% -$14.9K 0.06% 88
2020
Q3 		$354K Buy
1,054
+579
+122% +$193K 0.06% 81
2020
Q2 		$147K Sell
475
-598
-56% -$176K 0.03% 113
2020
Q1 		$277K Sell
1,073
-632
-37% -$194K 0.07% 83
2019
Q4 		$551K Buy
+1,705
New +$528K 0.1% 85

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

Blue Chip Partners's IVV Position: Q2 2026 in Review

Blue Chip Partners increased its iShares Core S&P 500 ETF (IVV) stake by 90% in Q2 2026, buying an estimated $258K and bringing the position to 747 shares worth $559K. The position accounts for 0.04% of the portfolio, ranked #126.

Blue Chip Partners first reported a position in IVV in Q4 2019 and has held it in 25 quarters since. 4,115 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Blue Chip Partners held 747 shares of iShares Core S&P 500 ETF worth $559K as of Q2 2026.
  • Blue Chip Partners bought 354 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $258K.
  • iShares Core S&P 500 ETF made up 0.04% of Blue Chip Partners's portfolio in Q2 2026, its #126 holding.
  • Blue Chip Partners first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 25 quarters since.
  • 4,115 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Blue Chip Partners's 13F filing for Q2 2026, filed 14 Aug 2026.