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

IAG 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 		$25M Sell
38,259
-82
-0.2% -$56K 2.79% 10
2025
Q4 		$26.3M Sell
38,341
-2,546
-6% -$1.73M 3.04% 8
2025
Q3 		$27.4M Sell
40,887
-2,759
-6% -$1.78M 3.29% 7
2025
Q2 		$27.1M Buy
43,646
+3,338
+8% +$1.92M 3.59% 6
2025
Q1 		$22.6M Sell
40,308
-1,044
-3% -$616K 3.52% 8
2024
Q4 		$24.3M Sell
41,352
-1,199
-3% -$710K 4.29% 7
2024
Q3 		$24.5M Sell
42,551
-1,020
-2% -$567K 4.54% 7
2024
Q2 		$23.8M Sell
43,571
-243
-0.6% -$128K 4.79% 6
2024
Q1 		$23M Sell
43,814
-2,297
-5% -$1.15M 4.95% 7
2023
Q4 		$22M Sell
46,111
-2,230
-5% -$998K 5.03% 7
2023
Q3 		$20.8M Sell
48,341
-1,940
-4% -$868K 5.79% 6
2023
Q2 		$22.4M Sell
50,281
-1,607
-3% -$677K 5.92% 6
2023
Q1 		$21.3M Sell
51,888
-1,977
-4% -$793K 5.92% 6
2022
Q4 		$20.7M Buy
53,865
+880
+2% +$340K 6.1% 5
2022
Q3 		$19M Sell
52,985
-2,437
-4% -$973K 6.31% 5
2022
Q2 		$21M Buy
55,422
+947
+2% +$390K 6.88% 4
2022
Q1 		$24.7M Sell
54,475
-2,016
-4% -$902K 7.78% 4
2021
Q4 		$26.9M Sell
56,491
-3,546
-6% -$1.63M 8.64% 3
2021
Q3 		$25.9M Sell
60,037
-7,384
-11% -$3.27M 9.2% 3
2021
Q2 		$29M Sell
67,421
-2,502
-4% -$1.05M 10.4% 2
2021
Q1 		$27.8M Sell
69,923
-1,661
-2% -$643K 10.61% 1
2020
Q4 		$26.9M Sell
71,584
-3,046
-4% -$1.08M 10.97% 1
2020
Q3 		$25.1M Sell
74,630
-2,345
-3% -$780K 11.57% 1
2020
Q2 		$23.8M Sell
76,975
-750
-1% -$220K 11.55% 1
2020
Q1 		$20.1M Sell
77,725
-667
-0.9% -$204K 13.4% 1
2019
Q4 		$25.3M Buy
+78,392
New +$24.3M 16.55% 1

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

IAG Wealth Partners's IVV Position: Q1 2026 in Review

IAG Wealth Partners reduced its iShares Core S&P 500 ETF (IVV) stake by 0.21% in Q1 2026, selling an estimated $56K and leaving 38,259 shares worth $25M. The position accounts for 2.79% of the portfolio, ranked #10.

IAG Wealth Partners first reported a position in IVV in Q4 2019 and has held it in 26 quarters since. The position peaked at $29M in Q2 2021. 3,979 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • IAG Wealth Partners held 38,259 shares of iShares Core S&P 500 ETF worth $25M as of Q1 2026.
  • IAG Wealth Partners sold 82 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $56K.
  • iShares Core S&P 500 ETF made up 2.79% of IAG Wealth Partners's portfolio in Q1 2026, its #10 holding.
  • IAG Wealth Partners first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 26 quarters since.
  • IAG Wealth Partners's iShares Core S&P 500 ETF position peaked at $29M in Q2 2021.
  • 3,979 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.