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

BlueStem 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	$52.8M	Sell	70,511 -1,824	-3%	-$1.33M	5.26%	6
2026 Q1	$47.2M	Sell	72,335 -2,573	-3%	-$1.76M	5.25%	5
2025 Q4	$51.3M	Sell	74,908 -161,008	-68%	-$109M	5.66%	6
2025 Q3	$158M	Sell	235,916 -3,216	-1%	-$2.07M	18.08%	1
2025 Q2	$148M	Buy	239,132 +14,360	+6%	+$8.25M	18.24%	1
2025 Q1	$126M	Sell	224,772 -21,211	-9%	-$12.5M	17.22%	1
2024 Q4	$145M	Buy	+245,983	New	+$146M	19.01%	1

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

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

BlueStem Wealth Partners reduced its iShares Core S&P 500 ETF (IVV) stake by 2.5% in Q2 2026, selling an estimated $1.33M and leaving 70,511 shares worth $52.8M. The position accounts for 5.26% of the portfolio, ranked #6.

BlueStem Wealth Partners first reported a position in IVV in Q4 2024 and has held it in 7 quarters since. The position peaked at $158M in Q3 2025. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

BlueStem Wealth Partners held 70,511 shares of iShares Core S&P 500 ETF worth $52.8M as of Q2 2026.
BlueStem Wealth Partners sold 1,824 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $1.33M.
iShares Core S&P 500 ETF made up 5.26% of BlueStem Wealth Partners's portfolio in Q2 2026, its #6 holding.
BlueStem Wealth Partners first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
BlueStem Wealth Partners's iShares Core S&P 500 ETF position peaked at $158M in Q3 2025.
4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on BlueStem Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.