Focus Partners Wealth
IVV icon

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

Focus Partners Wealth’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 		$1.44B Buy
2,203,708
+107,581
+5% +$73.5M 1.6% 9
2025
Q4 		$1.44B Buy
2,096,127
+432,244
+26% +$294M 1.64% 9
2025
Q3 		$1.11B Buy
1,663,883
+866,018
+109% +$558M 1.8% 7
2025
Q2 		$495M Buy
797,865
+148,238
+23% +$85.1M 1.07% 20
2025
Q1 		$365M Buy
649,627
+11,631
+2% +$6.87M 0.91% 20
2024
Q4 		$376M Buy
637,996
+285,593
+81% +$169M 0.98% 20
2024
Q3 		$203M Sell
352,403
-554,879
-61% -$309M 0.65% 27
2024
Q2 		$496M Buy
907,282
+515,447
+132% +$271M 1.67% 5
2024
Q1 		$206M Buy
391,835
+291,561
+291% +$146M 1.67% 9
2023
Q4 		$47.9M Buy
+100,274
New +$44.9M 0.63% 30

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

Focus Partners Wealth's IVV Position: Q1 2026 in Review

Focus Partners Wealth increased its iShares Core S&P 500 ETF (IVV) stake by 5.1% in Q1 2026, buying an estimated $73.5M and bringing the position to 2,203,708 shares worth $1.44B. The position accounts for 1.6% of the portfolio, ranked #9.

Focus Partners Wealth first reported a position in IVV in Q4 2023 and has held it in 10 quarters since. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Focus Partners Wealth held 2,203,708 shares of iShares Core S&P 500 ETF worth $1.44B as of Q1 2026.
  • Focus Partners Wealth bought 107,581 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $73.5M.
  • iShares Core S&P 500 ETF made up 1.6% of Focus Partners Wealth's portfolio in Q1 2026, its #9 holding.
  • Focus Partners Wealth first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 10 quarters since.
  • 3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.