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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
Q2 		$6.79M Sell
9,064
-117
-1% -$85.2K 1.92% 14
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 $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Essential Planning's IVV Position: Q2 2026 in Review

Essential Planning reduced its iShares Core S&P 500 ETF (IVV) stake by 1.3% in Q2 2026, selling an estimated $85.2K and leaving 9,064 shares worth $6.79M. The position accounts for 1.92% of the portfolio, ranked #14.

Essential Planning first reported a position in IVV in Q4 2022 and has held it in 15 quarters since. The position peaked at $376M in Q4 2024. 4,102 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Essential Planning held 9,064 shares of iShares Core S&P 500 ETF worth $6.79M as of Q2 2026.
  • Essential Planning sold 117 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $85.2K.
  • iShares Core S&P 500 ETF made up 1.92% of Essential Planning's portfolio in Q2 2026, its #14 holding.
  • Essential Planning first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
  • Essential Planning's iShares Core S&P 500 ETF position peaked at $376M in Q4 2024.
  • 4,102 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Essential Planning's 13F filing for Q2 2026, filed 3 Aug 2026.