CPIG
IVV icon

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

Chicago Partners Investment Group’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 		$48M Buy
67,153
+1,896
+3% +$1.29M 1.07% 16
2025
Q4 		$45.2M Buy
65,257
+4,463
+7% +$3.03M 1.11% 17
2025
Q3 		$42M Buy
60,794
+877
+1% +$565K 1.1% 16
2025
Q2 		$38.2M Sell
59,917
-771
-1% -$443K 1.1% 15
2025
Q1 		$34.2M Buy
60,688
+3,761
+7% +$2.22M 1.14% 15
2024
Q4 		$33.7M Buy
56,927
+1,231
+2% +$729K 1.12% 19
2024
Q3 		$32.3M Sell
55,696
-2,534
-4% -$1.41M 1.15% 18
2024
Q2 		$31.7M Buy
58,230
+1,020
+2% +$536K 1.23% 16
2024
Q1 		$29.1M Buy
57,210
+990
+2% +$495K 1.24% 15
2023
Q4 		$27.4M Buy
56,220
+380
+0.7% +$170K 1.27% 14
2023
Q3 		$23.6M Buy
55,840
+590
+1% +$264K 1.27% 14
2023
Q2 		$25M Buy
55,250
+5,824
+12% +$2.45M 1.3% 14
2023
Q1 		$20.5M Buy
49,426
+6,458
+15% +$2.59M 1.2% 15
2022
Q4 		$17.9M Buy
42,968
+3,701
+9% +$1.43M 1.1% 17
2022
Q3 		$15M Buy
39,267
+2,880
+8% +$1.15M 1.07% 18
2022
Q2 		$15.1M Sell
36,387
-621
-2% -$255K 1.09% 19
2022
Q1 		$14.6M Buy
37,008
+3,156
+9% +$1.41M 1.11% 19
2021
Q4 		$14.9M Sell
33,852
-698
-2% -$322K 1.06% 21
2021
Q3 		$16.1M Buy
34,550
+1,448
+4% +$642K 1.13% 18
2021
Q2 		$14.7M Buy
33,102
+1,824
+6% +$764K 1.09% 21
2021
Q1 		$13.1M Buy
31,278
+633
+2% +$245K 1.08% 20
2020
Q4 		$11.8M Sell
30,645
-12
-0% -$4.27K 1.12% 20
2020
Q3 		$10.3M Sell
30,657
-7,064
-19% -$2.35M 1.22% 20
2020
Q2 		$12.2M Buy
37,721
+2,198
+6% +$645K 1.53% 16
2020
Q1 		$10.2M Buy
35,523
+4,875
+16% +$1.49M 1.58% 17
2019
Q4 		$10.2M Buy
30,648
+16,178
+112% +$5.01M 1.25% 19
2019
Q3 		$4.37M Buy
14,470
+1,184
+9% +$352K 0.62% 40
2019
Q2 		$3.98M Buy
13,286
+63
+0.5% +$18.3K 0.57% 40
2019
Q1 		$3.86M Buy
13,223
+840
+7% +$230K 0.57% 40
2018
Q4 		$3.23M Buy
12,383
+1,939
+19% +$527K 0.48% 50
2018
Q3 		$2.77M Buy
10,444
+1,156
+12% +$332K 0.41% 48
2018
Q2 		$2.54M Buy
9,288
+202
+2% +$55K 0.39% 48
2018
Q1 		$2.41M Buy
9,086
+787
+9% +$216K 0.41% 46
2017
Q4 		$2.23M Sell
8,299
-1,433
-15% -$375K 0.36% 53
2017
Q3 		$2.46M Sell
9,732
-9,391
-49% -$2.33M 0.42% 48
2017
Q2 		$4.48M Buy
19,123
+16,299
+577% +$3.93M 1.17% 21
2017
Q1 		$670K Buy
2,824
+199
+8% +$46.5K 0.19% 86
2016
Q4 		$591K Buy
2,625
+1,177
+81% +$259K 0.22% 86
2016
Q3 		$315K Buy
1,448
+9
+0.6% +$1.96K 0.13% 131
2016
Q2 		$303K Buy
1,439
+13
+0.9% +$2.71K 0.15% 100
2016
Q1 		$295K Sell
1,426
-77
-5% -$15.1K 0.15% 91
2015
Q4 		$308K Sell
1,503
-191
-11% -$39.5K 0.15% 110
2015
Q3 		$326K Buy
1,694
+5
+0.3% +$1.02K 0.18% 83
2015
Q2 		$350K Sell
1,689
-3
-0.2% -$635 0.16% 95
2015
Q1 		$350K Sell
1,692
-204
-11% -$42.4K 0.15% 91
2014
Q4 		$392K Buy
+1,896
New +$384K 0.17% 79

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

Chicago Partners Investment Group's IVV Position: Q1 2026 in Review

Chicago Partners Investment Group increased its iShares Core S&P 500 ETF (IVV) stake by 2.9% in Q1 2026, buying an estimated $1.29M and bringing the position to 67,153 shares worth $48M. The position accounts for 1.07% of the portfolio, ranked #16.

Chicago Partners Investment Group first reported a position in IVV in Q4 2014 and has held it in 46 quarters since. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Chicago Partners Investment Group held 67,153 shares of iShares Core S&P 500 ETF worth $48M as of Q1 2026.
  • Chicago Partners Investment Group bought 1,896 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $1.29M.
  • iShares Core S&P 500 ETF made up 1.07% of Chicago Partners Investment Group's portfolio in Q1 2026, its #16 holding.
  • Chicago Partners Investment Group first reported a position in iShares Core S&P 500 ETF in Q4 2014 and has held it in 46 quarters since.
  • 3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Chicago Partners Investment Group's 13F filing for Q1 2026, filed 4 May 2026.