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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Blue Chip Partners's IVV Position: Q1 2026 in Review

Blue Chip Partners increased its iShares Core S&P 500 ETF (IVV) stake by 5.1% in Q1 2026, buying an estimated $13K and bringing the position to 393 shares worth $256K. The position accounts for 0.02% of the portfolio, ranked #151.

Blue Chip Partners first reported a position in IVV in Q4 2019 and has held it in 24 quarters since. The position peaked at $551K in Q4 2019. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Blue Chip Partners held 393 shares of iShares Core S&P 500 ETF worth $256K as of Q1 2026.
Blue Chip Partners bought 19 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $13K.
iShares Core S&P 500 ETF made up 0.02% of Blue Chip Partners's portfolio in Q1 2026, its #151 holding.
Blue Chip Partners first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 24 quarters since.
Blue Chip Partners's iShares Core S&P 500 ETF position peaked at $551K in Q4 2019.
3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Blue Chip Partners's 13F filing for Q1 2026, filed 15 May 2026.