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Blueprint Investment Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

Blueprint Investment 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 		$13.2M Sell
20,167
-7,095
-26% -$4.84M 1.34% 15
2025
Q4 		$18.7M Buy
27,262
+104
+0.4% +$70.6K 2% 9
2025
Q3 		$18.2M Sell
27,158
-320
-1% -$206K 2.55% 8
2025
Q2 		$17.1M Buy
27,478
+2,654
+11% +$1.52M 3.03% 7
2025
Q1 		$13.9M Sell
24,824
-9,759
-28% -$5.76M 2.55% 10
2024
Q4 		$20.4M Buy
34,583
+11,017
+47% +$6.52M 3.23% 4
2024
Q3 		$13.6M Sell
23,566
-4,540
-16% -$2.52M 2.46% 11
2024
Q2 		$15.4M Sell
28,106
-2,162
-7% -$1.14M 3.33% 7
2024
Q1 		$15.9M Sell
30,268
-6,522
-18% -$3.26M 3.14% 8
2023
Q4 		$17.6M Buy
36,790
+14,921
+68% +$6.68M 4.84% 5
2023
Q3 		$9.39M Sell
21,869
-15,955
-42% -$7.14M 3.02% 9
2023
Q2 		$16.9M Buy
37,824
+1,599
+4% +$674K 6.05% 3
2023
Q1 		$14.9M Buy
36,225
+14,464
+66% +$5.8M 3.4% 6
2022
Q4 		$8.36M Buy
21,761
+2,055
+10% +$793K 1.77% 11
2022
Q3 		$7.07M Buy
19,706
+225
+1% +$89.8K 1.93% 9
2022
Q2 		$7.39M Sell
19,481
-2,398
-11% -$986K 1.99% 8
2022
Q1 		$9.93M Sell
21,879
-105
-0.5% -$47K 2.55% 10
2021
Q4 		$10.5M Buy
21,984
+21,053
+2,261% +$9.7M 2.58% 6
2021
Q3 		$401K Buy
931
+95
+11% +$42.1K 0.2% 77
2021
Q2 		$359K Buy
+836
New +$350K 0.29% 46

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Blueprint Investment Partners's IVV Position: Q1 2026 in Review

Blueprint Investment Partners reduced its iShares Core S&P 500 ETF (IVV) stake by 26% in Q1 2026, selling an estimated $4.84M and leaving 20,167 shares worth $13.2M. The position accounts for 1.34% of the portfolio, ranked #15.

Blueprint Investment Partners first reported a position in IVV in Q2 2021 and has held it in 20 quarters since. The position peaked at $20.4M in Q4 2024. 3,975 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Blueprint Investment Partners held 20,167 shares of iShares Core S&P 500 ETF worth $13.2M as of Q1 2026.
  • Blueprint Investment Partners sold 7,095 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $4.84M.
  • iShares Core S&P 500 ETF made up 1.34% of Blueprint Investment Partners's portfolio in Q1 2026, its #15 holding.
  • Blueprint Investment Partners first reported a position in iShares Core S&P 500 ETF in Q2 2021 and has held it in 20 quarters since.
  • Blueprint Investment Partners's iShares Core S&P 500 ETF position peaked at $20.4M in Q4 2024.
  • 3,975 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

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