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

Core 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	$579K	Buy	774 +1	+0.1%	+$728	0.25%	92
2026 Q1	$505K	Buy	773 +1	+0.1%	+$683	0.23%	93
2025 Q4	$529K	Buy	772 +1	+0.1%	+$679	0.24%	87
2025 Q3	$516K	Buy	771 +1	+0.1%	+$644	0.24%	91
2025 Q2	$478K	Buy	770 +1	+0.1%	+$574	0.24%	87
2025 Q1	$432K	Buy	769 +1	+0.1%	+$591	0.25%	94
2024 Q4	$452K	Buy	768 +11	+1%	+$6.51K	0.26%	87
2024 Q3	$437K	Buy	757 +1	+0.1%	+$556	0.26%	87
2024 Q2	$414K	Buy	756 +1	+0.1%	+$526	0.28%	78
2024 Q1	$397K	Buy	755 +1	+0.1%	+$500	0.3%	71
2023 Q4	$360K	Buy	754 +2	+0.3%	+$895	0.3%	68
2023 Q3	$323K	Hold	752	–	–	0.29%	71
2023 Q2	$335K	Buy	752 +1	+0.1%	+$421	0.31%	72
2023 Q1	$309K	Buy	+751	New	+$301K	0.31%	69

Other funds holding IVV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

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

Core Wealth Partners increased its iShares Core S&P 500 ETF (IVV) stake by 0.13% in Q2 2026, buying an estimated $728 and bringing the position to 774 shares worth $579K. The position accounts for 0.25% of the portfolio, ranked #92.

Core Wealth Partners first reported a position in IVV in Q1 2023 and has held it in 14 quarters since. 1,526 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Core Wealth Partners held 774 shares of iShares Core S&P 500 ETF worth $579K as of Q2 2026.
Core Wealth Partners bought 1 iShares Core S&P 500 ETF share in Q2 2026, an estimated $728.
iShares Core S&P 500 ETF made up 0.25% of Core Wealth Partners's portfolio in Q2 2026, its #92 holding.
Core Wealth Partners first reported a position in iShares Core S&P 500 ETF in Q1 2023 and has held it in 14 quarters since.
1,526 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Core Wealth Partners's 13F filing for Q2 2026, filed 17 Jul 2026.