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

Essential 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
2026
Q1 		$6M Sell
9,181
-171
-2% -$117K 1.91% 13
2025
Q4 		$6.41M Buy
9,352
+470
+5% +$319K 2.04% 14
2025
Q3 		$5.94M Sell
8,882
-405
-4% -$261K 2.05% 12
2025
Q2 		$5.77M Sell
9,287
-90
-1% -$51.7K 2.15% 9
2025
Q1 		$5.27M Sell
9,377
-625,509
-99% -$369M 2.12% 10
2024
Q4 		$376M Buy
634,886
+624,731
+6,152% +$370M 2.45% 8
2024
Q3 		$5.86M Sell
10,155
-170
-2% -$94.5K 2.4% 8
2024
Q2 		$5.65M Sell
10,325
-292
-3% -$154K 2.49% 8
2024
Q1 		$5.07M Sell
10,617
-9
-0.1% -$4.5K 2.54% 9
2023
Q4 		$5.08M Sell
10,626
-263
-2% -$118K 2.56% 9
2023
Q3 		$4.68M Buy
10,889
+41
+0.4% +$18.3K 2.59% 9
2023
Q2 		$4.83M Buy
10,848
+319
+3% +$134K 2.75% 10
2023
Q1 		$4.33M Buy
10,529
+395
+4% +$158K 2.62% 10
2022
Q4 		$3.64M Buy
+10,134
New +$3.91M 2.79% 10

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Essential Planning's IVV Position: Q1 2026 in Review

Essential Planning reduced its iShares Core S&P 500 ETF (IVV) stake by 1.8% in Q1 2026, selling an estimated $117K and leaving 9,181 shares worth $6M. The position accounts for 1.91% of the portfolio, ranked #13.

Essential Planning first reported a position in IVV in Q4 2022 and has held it in 14 quarters since. The position peaked at $376M in Q4 2024. 3,975 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Essential Planning held 9,181 shares of iShares Core S&P 500 ETF worth $6M as of Q1 2026.
  • Essential Planning sold 171 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $117K.
  • iShares Core S&P 500 ETF made up 1.91% of Essential Planning's portfolio in Q1 2026, its #13 holding.
  • Essential Planning first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 14 quarters since.
  • Essential Planning's iShares Core S&P 500 ETF position peaked at $376M in Q4 2024.
  • 3,975 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Essential Planning's 13F filing for Q1 2026, filed 23 Apr 2026.