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

Forefront 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	$9.69M	Sell	12,935 -338	-3%	-$246K	3%	4
2026 Q1	$8.67M	Buy	13,273 +2,011	+18%	+$1.37M	3.63%	4
2025 Q4	$7.71M	Sell	11,262 -2,544	-18%	-$1.73M	3.65%	3
2025 Q3	$9.24M	Sell	13,806 -13,772	-50%	-$8.87M	2.33%	9
2025 Q2	$16.3M	Buy	27,578 +5,585	+25%	+$3.21M	11.2%	1
2025 Q1	$12.4M	Sell	21,993 -2,949	-12%	-$1.74M	8.41%	1
2024 Q4	$14.7M	Buy	+24,942	New	+$14.8M	10.94%	1

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

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

Forefront Wealth Partners reduced its iShares Core S&P 500 ETF (IVV) stake by 2.5% in Q2 2026, selling an estimated $246K and leaving 12,935 shares worth $9.69M. The position accounts for 3% of the portfolio, ranked #4.

Forefront Wealth Partners first reported a position in IVV in Q4 2024 and has held it in 7 quarters since. The position peaked at $16.3M in Q2 2025. 4,085 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Forefront Wealth Partners held 12,935 shares of iShares Core S&P 500 ETF worth $9.69M as of Q2 2026.
Forefront Wealth Partners sold 338 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $246K.
iShares Core S&P 500 ETF made up 3% of Forefront Wealth Partners's portfolio in Q2 2026, its #4 holding.
Forefront Wealth Partners first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
Forefront Wealth Partners's iShares Core S&P 500 ETF position peaked at $16.3M in Q2 2025.
4,085 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Forefront Wealth Partners's 13F filing for Q2 2026, filed 20 Aug 2026.