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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
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
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

Concord Wealth Partners's IVV Position: Q1 2026 in Review

Concord Wealth Partners increased its iShares Core S&P 500 ETF (IVV) stake by 145% in Q1 2026, buying an estimated $456K and bringing the position to 1,129 shares worth $738K. 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 21 quarters since. The position peaked at $890K in Q1 2022. 3,975 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Concord Wealth Partners held 1,129 shares of iShares Core S&P 500 ETF worth $738K as of Q1 2026.
  • Concord Wealth Partners bought 668 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $456K.
  • iShares Core S&P 500 ETF made up 0.1% of Concord Wealth Partners's portfolio in Q1 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 21 quarters since.
  • Concord Wealth Partners's iShares Core S&P 500 ETF position peaked at $890K in Q1 2022.
  • 3,975 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.