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

Essential 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 Q3	$5.12M	Buy	6,681 +313	+5%	+$239K	2.33%	2
2026 Q2	$4.77M	Buy	6,368 +1,018	+19%	+$741K	2.2%	3
2026 Q1	$3.49M	Buy	5,350 +267	+5%	+$182K	1.18%	5
2025 Q4	$3.48M	Buy	5,083 +215	+4%	+$146K	1.07%	4
2025 Q3	$3.26M	Buy	4,868 +154	+3%	+$99.2K	1.07%	6
2025 Q2	$2.93M	Buy	+4,714	New	+$2.71M	1.17%	7

Other funds holding IVV

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.28B AUM 16.36% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

BOF

Bank of Finland Helsinki, Finland $1.38B AUM 11.75% 1-Year Est. Return

FHB

First Hawaiian Bank Honolulu, Hawaii $826M AUM 13.14% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Essential Partners's IVV Position: Q3 2026 in Review

Essential Partners increased its iShares Core S&P 500 ETF (IVV) stake by 4.9% in Q3 2026, buying an estimated $239K and bringing the position to 6,681 shares worth $5.12M. The position accounts for 2.33% of the portfolio, ranked #2.

Essential Partners first reported a position in IVV in Q2 2025 and has held it in 6 quarters since. 506 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Essential Partners held 6,681 shares of iShares Core S&P 500 ETF worth $5.12M as of Q3 2026.
Essential Partners bought 313 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $239K.
iShares Core S&P 500 ETF made up 2.33% of Essential Partners's portfolio in Q3 2026, its #2 holding.
Essential Partners first reported a position in iShares Core S&P 500 ETF in Q2 2025 and has held it in 6 quarters since.
506 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.