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

Equity 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	$9.31M	Buy	12,428 +10,807	+667%	+$7.87M	3.35%	8
2026 Q1	$1.06M	Buy	1,621 +13	+0.8%	+$8.88K	0.68%	28
2025 Q4	$1.1M	Sell	1,608 -1	-0.1%	-$679	0.71%	31
2025 Q3	$1.08M	Buy	+1,609	New	+$1.04M	0.87%	32

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

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

Equity Wealth Partners increased its iShares Core S&P 500 ETF (IVV) stake by 667% in Q2 2026, buying an estimated $7.87M and bringing the position to 12,428 shares worth $9.31M. The position accounts for 3.35% of the portfolio, ranked #8.

Equity Wealth Partners first reported a position in IVV in Q3 2025 and has held it in 4 quarters since. 4,123 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Equity Wealth Partners held 12,428 shares of iShares Core S&P 500 ETF worth $9.31M as of Q2 2026.
Equity Wealth Partners bought 10,807 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $7.87M.
iShares Core S&P 500 ETF made up 3.35% of Equity Wealth Partners's portfolio in Q2 2026, its #8 holding.
Equity Wealth Partners first reported a position in iShares Core S&P 500 ETF in Q3 2025 and has held it in 4 quarters since.
4,123 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Equity Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.