Focus Partners Wealth’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
Focus Partners Wealth's IVV Position: Q2 2026 in Review
Focus Partners Wealth increased its iShares Core S&P 500 ETF (IVV) stake by 9.5% in Q2 2026, buying an estimated $153M and bringing the position to 2,413,265 shares worth $1.81B. The position accounts for 1.85% of the portfolio, ranked #7.
Focus Partners Wealth first reported a position in IVV in Q4 2023 and has held it in 11 quarters since. 4,102 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Focus Partners Wealth held 2,413,265 shares of iShares Core S&P 500 ETF worth $1.81B as of Q2 2026.
- Focus Partners Wealth bought 209,557 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $153M.
- iShares Core S&P 500 ETF made up 1.85% of Focus Partners Wealth's portfolio in Q2 2026, its #7 holding.
- Focus Partners Wealth first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
- 4,102 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.