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

Family Wealth 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	$1.96M	Hold	2,622	–	–	0.6%	36
2026 Q1	$1.71M	Hold	2,622	–	–	0.58%	36
2025 Q4	$1.8M	Hold	2,622	–	–	0.65%	32
2025 Q3	$1.75M	Buy	2,622 +6	+0.2%	+$3.86K	0.66%	31
2025 Q2	$1.62M	Hold	2,616	–	–	0.65%	31
2025 Q1	$1.47M	Sell	2,616 -11	-0.4%	-$6.5K	0.67%	30
2024 Q4	$1.55M	Sell	2,627 -25	-0.9%	-$14.8K	0.74%	30
2024 Q3	$1.53M	Buy	2,652 +2	+0.1%	+$1.11K	0.78%	30
2024 Q2	$1.45M	Buy	2,650 +69	+3%	+$36.3K	0.75%	30
2024 Q1	$1.36M	Sell	2,581 -7	-0.3%	-$3.5K	0.77%	30
2023 Q4	$1.24M	Buy	+2,588	New	+$1.16M	0.95%	33

Other funds holding IVV

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return

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

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Family Wealth Partners's IVV Position: Q2 2026 in Review

Family Wealth Partners held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 2,622 shares worth $1.96M. The position accounts for 0.6% of the portfolio, ranked #36.

Family Wealth Partners first reported a position in IVV in Q4 2023 and has held it in 11 quarters since. 2,171 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Family Wealth Partners held 2,622 shares of iShares Core S&P 500 ETF worth $1.96M as of Q2 2026.
Family Wealth Partners left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up 0.6% of Family Wealth Partners's portfolio in Q2 2026, its #36 holding.
Family Wealth Partners first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
2,171 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Family Wealth Partners's 13F filing for Q2 2026, filed 10 Jul 2026.