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

Founders Grove 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
Q1 		$1.78M Hold
2,732
– – 0.41% 54
2025
Q4 		$1.87M Hold
2,732
– – 0.42% 55
2025
Q3 		$1.83M Sell
2,732
-2
-0.1% -$1.29K 0.43% 53
2025
Q2 		$1.7M Sell
2,734
-42
-2% -$24.1K 0.43% 52
2025
Q1 		$1.56M Buy
2,776
+786
+39% +$464K 0.43% 52
2024
Q4 		$1.17M Buy
+1,990
New +$1.18M 0.34% 61

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

Founders Grove Wealth Partners's IVV Position: Q1 2026 in Review

Founders Grove Wealth Partners held its iShares Core S&P 500 ETF (IVV) position steady in Q1 2026 at 2,732 shares worth $1.78M. The position accounts for 0.41% of the portfolio, ranked #54.

Founders Grove Wealth Partners first reported a position in IVV in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.87M in Q4 2025. 3,976 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Founders Grove Wealth Partners held 2,732 shares of iShares Core S&P 500 ETF worth $1.78M as of Q1 2026.
  • Founders Grove Wealth Partners left its iShares Core S&P 500 ETF share count unchanged in Q1 2026.
  • iShares Core S&P 500 ETF made up 0.41% of Founders Grove Wealth Partners's portfolio in Q1 2026, its #54 holding.
  • Founders Grove Wealth Partners first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 6 quarters since.
  • Founders Grove Wealth Partners's iShares Core S&P 500 ETF position peaked at $1.87M in Q4 2025.
  • 3,976 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Founders Grove Wealth Partners's 13F filing for Q1 2026, filed 15 Apr 2026.