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 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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Essential Partners's IVV Position: Q2 2026 in Review

Essential Partners increased its iShares Core S&P 500 ETF (IVV) stake by 19% in Q2 2026, buying an estimated $741K and bringing the position to 6,368 shares worth $4.77M. The position accounts for 2.2% of the portfolio, ranked #3.

Essential Partners first reported a position in IVV in Q2 2025 and has held it in 5 quarters since. 4,094 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Essential Partners held 6,368 shares of iShares Core S&P 500 ETF worth $4.77M as of Q2 2026.
Essential Partners bought 1,018 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $741K.
iShares Core S&P 500 ETF made up 2.2% of Essential Partners's portfolio in Q2 2026, its #3 holding.
Essential Partners first reported a position in iShares Core S&P 500 ETF in Q2 2025 and has held it in 5 quarters since.
4,094 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.