FPAS
IVV icon

Focus Partners Advisor Solutions’s iShares Core S&P 500 ETF IVV Stock Holding History

Focus Partners Advisor Solutions’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 		$97.5M Buy
130,156
+14,609
+13% +$10.6M 0.83% 22
2026
Q1 		$75.5M Buy
115,547
+74,241
+180% +$50.7M 0.76% 24
2025
Q4 		$28.3M Buy
41,306
+5,668
+16% +$3.85M 0.35% 43
2025
Q3 		$24.2M Buy
35,638
+5,732
+19% +$3.69M 0.27% 57
2025
Q2 		$18.6M Buy
29,906
+144
+0.5% +$82.7K 0.25% 55
2025
Q1 		$16.7M Buy
29,762
+1,649
+6% +$974K 0.25% 54
2024
Q4 		$16.6M Buy
28,113
+887
+3% +$525K 0.28% 46
2024
Q3 		$15.7M Buy
27,226
+54
+0.2% +$30K 0.33% 43
2024
Q2 		$14.9M Buy
27,172
+2,548
+10% +$1.34M 0.39% 38
2024
Q1 		$12.9M Buy
24,624
+4,779
+24% +$2.39M 0.37% 35
2023
Q4 		$9.48M Buy
19,845
+6,342
+47% +$2.84M 0.45% 30
2023
Q3 		$5.8M Sell
13,503
-891
-6% -$399K 0.28% 42
2023
Q2 		$6.42M Buy
14,394
+4,377
+44% +$1.84M 0.36% 34
2023
Q1 		$4.12M Sell
10,017
-43,274
-81% -$17.3M 0.27% 48
2022
Q4 		$20.5M Buy
53,291
+7,826
+17% +$3.02M 1.59% 14
2022
Q3 		$16.3M Buy
45,465
+15,199
+50% +$6.07M 0.96% 18
2022
Q2 		$11.5M Buy
30,266
+5,215
+21% +$2.15M 0.97% 19
2022
Q1 		$11.4M Buy
+25,051
New +$11.2M 1.13% 16

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

Focus Partners Advisor Solutions's IVV Position: Q2 2026 in Review

Focus Partners Advisor Solutions increased its iShares Core S&P 500 ETF (IVV) stake by 13% in Q2 2026, buying an estimated $10.6M and bringing the position to 130,156 shares worth $97.5M. The position accounts for 0.83% of the portfolio, ranked #22.

Focus Partners Advisor Solutions first reported a position in IVV in Q1 2022 and has held it in 18 quarters since. 4,107 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Focus Partners Advisor Solutions held 130,156 shares of iShares Core S&P 500 ETF worth $97.5M as of Q2 2026.
  • Focus Partners Advisor Solutions bought 14,609 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $10.6M.
  • iShares Core S&P 500 ETF made up 0.83% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #22 holding.
  • Focus Partners Advisor Solutions first reported a position in iShares Core S&P 500 ETF in Q1 2022 and has held it in 18 quarters since.
  • 4,107 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.