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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

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

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

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

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

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

Heritage Wealth Partners's IVV Position: Q1 2025 in Review

Heritage Wealth Partners reduced its iShares Core S&P 500 ETF (IVV) stake by 33% in Q1 2025, selling an estimated $3.02M and leaving 10,575 shares worth $5.94M. The position accounts for 9.06% of the portfolio, ranked #2.

Heritage Wealth Partners first reported a position in IVV in Q4 2022 and has held it in 10 quarters since. The position peaked at $9.4M in Q2 2023. 3,570 funds tracked by Wall St. Rank hold IVV as of Q1 2025.

Heritage Wealth Partners held 10,575 shares of iShares Core S&P 500 ETF worth $5.94M as of Q1 2025.
Heritage Wealth Partners sold 5,113 iShares Core S&P 500 ETF shares in Q1 2025, an estimated $3.02M.
iShares Core S&P 500 ETF made up 9.06% of Heritage Wealth Partners's portfolio in Q1 2025, its #2 holding.
Heritage Wealth Partners first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 10 quarters since.
Heritage Wealth Partners's iShares Core S&P 500 ETF position peaked at $9.4M in Q2 2023.
3,570 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2025.

Based on Heritage Wealth Partners's 13F filing for Q1 2025, filed 14 May 2025.