HWP
IVV icon

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

Heritage 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
2025
Q1 		$5.94M Sell
10,575
-5,113
-33% -$3.02M 9.06% 2
2024
Q4 		$9.24M Buy
15,688
+3,027
+24% +$1.79M 11.59% 1
2024
Q3 		$7.3M Sell
12,661
-3,875
-23% -$2.15M 8.59% 1
2024
Q2 		$9.05M Sell
16,536
-1,728
-9% -$909K 13.11% 1
2024
Q1 		$8.72M Hold
18,264
– – 17.8% 1
2023
Q4 		$8.72M Sell
18,264
-2,131
-10% -$954K 17.8% 1
2023
Q3 		$8.76M Sell
20,395
-690
-3% -$309K 18.68% 1
2023
Q2 		$9.4M Buy
21,085
+18,538
+728% +$7.81M 5.54% 2
2023
Q1 		$1.05M Sell
2,547
-17,653
-87% -$7.08M 0.83% 21
2022
Q4 		$8.01M Buy
+20,200
New +$7.8M 7.35% 1

Other funds holding IVV

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $11.5B AUM 19.14% 1-Year Est. Return