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

CFM 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 		$443K Sell
591
-92
-13% -$67K 0.06% 110
2026
Q1 		$446K Sell
683
-82
-11% -$56K 0.07% 109
2025
Q4 		$524K Sell
765
-257
-25% -$175K 0.08% 100
2025
Q3 		$684K Sell
1,022
-139
-12% -$89.5K 0.1% 87
2025
Q2 		$721K Sell
1,161
-34
-3% -$19.5K 0.11% 82
2025
Q1 		$671K Sell
1,195
-35
-3% -$20.7K 0.12% 87
2024
Q4 		$724K Buy
1,230
+97
+9% +$57.4K 0.12% 85
2024
Q3 		$654K Buy
1,133
+1
+0.1% +$556 0.11% 93
2024
Q2 		$619K Hold
1,132
– – 0.11% 94
2024
Q1 		$595K Buy
1,132
+158
+16% +$79.1K 0.12% 101
2023
Q4 		$465K Hold
974
– – 0.11% 118
2023
Q3 		$418K Sell
974
-13
-1% -$5.82K 0.11% 107
2023
Q2 		$440K Sell
987
-9
-0.9% -$3.79K 0.11% 121
2023
Q1 		$409K Sell
996
-27
-3% -$10.8K 0.11% 119
2022
Q4 		$393K Hold
1,023
– – 0.12% 122
2022
Q3 		$367K Buy
1,023
+253
+33% +$101K 0.12% 122
2022
Q2 		$292K Sell
770
-611
-44% -$251K 0.09% 135
2022
Q1 		$627K Sell
1,381
-1,074
-44% -$480K 0.15% 101
2021
Q4 		$1.18M Sell
2,455
-155
-6% -$71.4K 0.26% 76
2021
Q3 		$1.12M Sell
2,610
-26
-1% -$11.5K 0.28% 72
2021
Q2 		$1.13M Sell
2,636
-248
-9% -$104K 0.3% 71
2021
Q1 		$1.15M Buy
2,884
+1
+0% +$387 0.35% 67
2020
Q4 		$1.08M Hold
2,883
– – 0.35% 66
2020
Q3 		$968K Hold
2,883
– – 0.35% 59
2020
Q2 		$892K Sell
2,883
-78
-3% -$22.9K 0.34% 60
2020
Q1 		$765K Buy
2,961
+193
+7% +$59.1K 0.36% 58
2019
Q4 		$920K Buy
+2,768
New +$857K 0.34% 62

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

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

CFM Wealth Partners reduced its iShares Core S&P 500 ETF (IVV) stake by 13% in Q2 2026, selling an estimated $67K and leaving 591 shares worth $443K. The position accounts for 0.06% of the portfolio, ranked #110.

CFM Wealth Partners first reported a position in IVV in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.18M in Q4 2021. 4,104 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • CFM Wealth Partners held 591 shares of iShares Core S&P 500 ETF worth $443K as of Q2 2026.
  • CFM Wealth Partners sold 92 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $67K.
  • iShares Core S&P 500 ETF made up 0.06% of CFM Wealth Partners's portfolio in Q2 2026, its #110 holding.
  • CFM Wealth Partners first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 27 quarters since.
  • CFM Wealth Partners's iShares Core S&P 500 ETF position peaked at $1.18M in Q4 2021.
  • 4,104 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on CFM Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.