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

Destiny 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 		$1.79M Buy
2,740
+168
+7% +$115K 0.2% 76
2025
Q4 		$1.79M Sell
2,572
-191
-7% -$130K 0.21% 71
2025
Q3 		$1.85M Buy
2,763
+506
+22% +$326K 0.23% 69
2025
Q2 		$1.4M Sell
2,257
-99
-4% -$56.8K 0.19% 71
2025
Q1 		$1.32M Buy
2,356
+1
+0% +$591 0.21% 71
2024
Q4 		$1.39M Buy
2,355
+40
+2% +$23.7K 0.23% 72
2024
Q3 		$1.34M Sell
2,315
-98
-4% -$54.5K 0.23% 71
2024
Q2 		$1.32M Sell
2,413
-35
-1% -$18.4K 0.24% 70
2024
Q1 		$1.29M Sell
2,448
-3,282
-57% -$1.64M 0.23% 66
2023
Q4 		$2.69M Sell
5,730
-43
-0.7% -$19.2K 0.51% 56
2023
Q3 		$2.48M Hold
5,773
– – 0.5% 57
2023
Q2 		$2.62M Sell
5,773
-130
-2% -$54.8K 0.5% 58
2023
Q1 		$2.43M Sell
5,903
-2,927
-33% -$1.17M 0.5% 55
2022
Q4 		$3.39M Sell
8,830
-464
-5% -$179K 0.73% 46
2022
Q3 		$3.33M Sell
9,294
-265
-3% -$106K 0.75% 46
2022
Q2 		$3.62M Sell
9,559
-910
-9% -$374K 0.8% 42
2022
Q1 		$4.75M Buy
10,469
+5
+0% +$2.24K 0.92% 40
2021
Q4 		$4.99M Sell
10,464
-416
-4% -$192K 0.96% 41
2021
Q3 		$4.69M Sell
10,880
-3,390
-24% -$1.5M 0.94% 42
2021
Q2 		$6.13M Buy
14,270
+2,836
+25% +$1.19M 1.17% 29
2021
Q1 		$4.55M Sell
11,434
-6,265
-35% -$2.43M 0.95% 40
2020
Q4 		$6.64M Buy
+17,699
New +$6.3M 1.39% 21

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

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

Destiny Wealth Partners increased its iShares Core S&P 500 ETF (IVV) stake by 6.5% in Q1 2026, buying an estimated $115K and bringing the position to 2,740 shares worth $1.79M. The position accounts for 0.2% of the portfolio, ranked #76.

Destiny Wealth Partners first reported a position in IVV in Q4 2020 and has held it in 22 quarters since. The position peaked at $6.64M in Q4 2020. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Destiny Wealth Partners held 2,740 shares of iShares Core S&P 500 ETF worth $1.79M as of Q1 2026.
  • Destiny Wealth Partners bought 168 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $115K.
  • iShares Core S&P 500 ETF made up 0.2% of Destiny Wealth Partners's portfolio in Q1 2026, its #76 holding.
  • Destiny Wealth Partners first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 22 quarters since.
  • Destiny Wealth Partners's iShares Core S&P 500 ETF position peaked at $6.64M in Q4 2020.
  • 3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Destiny Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.