EIP
IVV icon

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

Essential Investment 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 		$1.09M Buy
1,452
+10
+0.7% +$7.28K 0.87% 34
2026
Q1 		$942K Buy
1,442
+7
+0.5% +$4.78K 0.87% 40
2025
Q4 		$983K Buy
+1,435
New +$974K 0.93% 36

Other funds holding IVV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Portfolio Solutions
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
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
CI
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
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Essential Investment Partners's IVV Position: Q2 2026 in Review

Essential Investment Partners increased its iShares Core S&P 500 ETF (IVV) stake by 0.69% in Q2 2026, buying an estimated $7.28K and bringing the position to 1,452 shares worth $1.09M. The position accounts for 0.87% of the portfolio, ranked #34.

Essential Investment Partners first reported a position in IVV in Q4 2025 and has held it in 3 quarters since. 1,222 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Essential Investment Partners held 1,452 shares of iShares Core S&P 500 ETF worth $1.09M as of Q2 2026.
  • Essential Investment Partners bought 10 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $7.28K.
  • iShares Core S&P 500 ETF made up 0.87% of Essential Investment Partners's portfolio in Q2 2026, its #34 holding.
  • Essential Investment Partners first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,222 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Essential Investment Partners's 13F filing for Q2 2026, filed 15 Jul 2026.