DP
IVV icon

Divergent Planning’s iShares Core S&P 500 ETF IVV Stock Holding History

Divergent Planning’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
2025
Q4 		$102M Buy
148,837
+1,310
+0.9% +$890K 26.08% 1
2025
Q3 		$99.2M Buy
147,527
+4,070
+3% +$2.62M 26.37% 1
2025
Q2 		$89M Buy
143,457
+4,618
+3% +$2.65M 26.31% 1
2025
Q1 		$78.7M Buy
138,839
+782
+0.6% +$462K 26.13% 1
2024
Q4 		$80.5M Buy
138,057
+2,046
+2% +$1.21M 27.54% 1
2024
Q3 		$78.3M Buy
136,011
+1,723
+1% +$958K 29.18% 1
2024
Q2 		$74.4M Buy
134,288
+2,762
+2% +$1.45M 29.67% 1
2024
Q1 		$69M Buy
131,526
+1,231
+0.9% +$616K 29.17% 1
2023
Q4 		$61.9M Buy
130,295
+398
+0.3% +$178K 29.88% 1
2023
Q3 		$56.4M Sell
129,897
-1,714
-1% -$767K 30.37% 1
2023
Q2 		$58.7M Buy
131,611
+4,225
+3% +$1.78M 30.72% 1
2023
Q1 		$52.4M Buy
127,386
+6,964
+6% +$2.79M 29.47% 1
2022
Q4 		$46.3M Buy
120,422
+6,410
+6% +$2.47M 29.11% 1
2022
Q3 		$40.9M Buy
114,012
+753
+0.7% +$301K 30.1% 1
2022
Q2 		$42.9M Buy
113,259
+3,171
+3% +$1.3M 30.85% 1
2022
Q1 		$50.1M Buy
110,088
+4,157
+4% +$1.86M 32.04% 1
2021
Q4 		$50.8M Buy
105,931
+3,058
+3% +$1.41M 37.19% 1
2021
Q3 		$44.8M Sell
102,873
-1,109
-1% -$491K 36.21% 1
2021
Q2 		$45.1M Buy
103,982
+3,124
+3% +$1.31M 36.52% 1
2021
Q1 		$42.2M Buy
100,858
+2,762
+3% +$1.07M 36.05% 1
2020
Q4 		$36.8M Buy
+98,096
New +$34.9M 35.27% 1

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Divergent Planning's IVV Position: Q4 2025 in Review

Divergent Planning increased its iShares Core S&P 500 ETF (IVV) stake by 0.89% in Q4 2025, buying an estimated $890K and bringing the position to 148,837 shares worth $102M. The position accounts for 26.08% of the portfolio, ranked #1.

Divergent Planning first reported a position in IVV in Q4 2020 and has held it in 21 quarters since. 4,010 funds tracked by Wall St. Rank hold IVV as of Q4 2025.

  • Divergent Planning held 148,837 shares of iShares Core S&P 500 ETF worth $102M as of Q4 2025.
  • Divergent Planning bought 1,310 iShares Core S&P 500 ETF shares in Q4 2025, an estimated $890K.
  • iShares Core S&P 500 ETF made up 26.08% of Divergent Planning's portfolio in Q4 2025, its #1 holding.
  • Divergent Planning first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 21 quarters since.
  • 4,010 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2025.

Based on Divergent Planning's 13F filing for Q4 2025, filed 12 Jan 2026.