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

Concord 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	$874K	Buy	1,167 +38	+3%	+$27.7K	0.1%	135
2026 Q1	$738K	Buy	1,129 +668	+145%	+$456K	0.1%	135
2025 Q4	$316K	Sell	461 -650	-59%	-$441K	0.04%	163
2025 Q3	$743K	Buy	1,111 +2	+0.2%	+$1.29K	0.1%	139
2025 Q2	$688K	Buy	1,109 +23	+2%	+$13.2K	0.1%	140
2025 Q1	$610K	Sell	1,086 -28	-3%	-$16.5K	0.1%	140
2024 Q4	$656K	Sell	1,114 -92	-8%	-$54.5K	0.11%	127
2024 Q3	$696K	Buy	1,206 +4	+0.3%	+$2.22K	0.12%	115
2024 Q2	$658K	Sell	1,202 -158	-12%	-$83.1K	0.12%	122
2024 Q1	$715K	Buy	1,360 +304	+29%	+$152K	0.13%	118
2023 Q4	$505K	Sell	1,056 -94	-8%	-$42.1K	0.1%	128
2023 Q3	$494K	Hold	1,150	–	–	0.1%	124
2023 Q2	$512K	Buy	1,150 +381	+50%	+$161K	0.11%	110
2023 Q1	$316K	Sell	769 -458	-37%	-$184K	0.09%	114
2022 Q4	$472K	Sell	1,227 -369	-23%	-$142K	0.14%	88
2022 Q3	$572K	Sell	1,596 -438	-22%	-$175K	0.18%	79
2022 Q2	$771K	Buy	2,034 +73	+4%	+$30K	0.21%	65
2022 Q1	$890K	Buy	1,961 +219	+13%	+$97.9K	0.23%	57
2021 Q4	$831K	Buy	1,742 +1,672	+2,389%	+$771K	0.2%	57
2021 Q3	$30K	Hold	70	–	–	0.01%	306
2021 Q2	$30K	Hold	70	–	–	0.01%	428
2021 Q1	$28K	Buy	+70	New	+$27.1K	0.01%	420

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

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

Concord Wealth Partners increased its iShares Core S&P 500 ETF (IVV) stake by 3.4% in Q2 2026, buying an estimated $27.7K and bringing the position to 1,167 shares worth $874K. The position accounts for 0.1% of the portfolio, ranked #135.

Concord Wealth Partners first reported a position in IVV in Q1 2021 and has held it in 22 quarters since. The position peaked at $890K in Q1 2022. 4,101 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Concord Wealth Partners held 1,167 shares of iShares Core S&P 500 ETF worth $874K as of Q2 2026.
Concord Wealth Partners bought 38 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $27.7K.
iShares Core S&P 500 ETF made up 0.1% of Concord Wealth Partners's portfolio in Q2 2026, its #135 holding.
Concord Wealth Partners first reported a position in iShares Core S&P 500 ETF in Q1 2021 and has held it in 22 quarters since.
Concord Wealth Partners's iShares Core S&P 500 ETF position peaked at $890K in Q1 2022.
4,101 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.