CFM Wealth Partners
IVV icon

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
Q3 		$325K Sell
424
-167
-28% -$127K 0.04% 122
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

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
First Command Advisory Services
First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CFM Wealth Partners's IVV Position: Q3 2026 in Review

CFM Wealth Partners reduced its iShares Core S&P 500 ETF (IVV) stake by 28% in Q3 2026, selling an estimated $127K and leaving 424 shares worth $325K. The position accounts for 0.04% of the portfolio, ranked #122.

CFM Wealth Partners first reported a position in IVV in Q4 2019 and has held it in 28 quarters since. The position peaked at $1.18M in Q4 2021. 3,061 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • CFM Wealth Partners held 424 shares of iShares Core S&P 500 ETF worth $325K as of Q3 2026.
  • CFM Wealth Partners sold 167 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $127K.
  • iShares Core S&P 500 ETF made up 0.04% of CFM Wealth Partners's portfolio in Q3 2026, its #122 holding.
  • CFM Wealth Partners first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 28 quarters since.
  • CFM Wealth Partners's iShares Core S&P 500 ETF position peaked at $1.18M in Q4 2021.
  • 3,061 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on CFM Wealth Partners's 13F filing for Q3 2026, filed 5 Nov 2026.