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 Q2	$27.8M	Sell	37,139 -1,120	-3%	-$816K	2.75%	9
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 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

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

IAG Wealth Partners reduced its iShares Core S&P 500 ETF (IVV) stake by 2.9% in Q2 2026, selling an estimated $816K and leaving 37,139 shares worth $27.8M. The position accounts for 2.75% of the portfolio, ranked #9.

IAG Wealth Partners first reported a position in IVV in Q4 2019 and has held it in 27 quarters since. The position peaked at $29M in Q2 2021. 4,115 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

IAG Wealth Partners held 37,139 shares of iShares Core S&P 500 ETF worth $27.8M as of Q2 2026.
IAG Wealth Partners sold 1,120 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $816K.
iShares Core S&P 500 ETF made up 2.75% of IAG Wealth Partners's portfolio in Q2 2026, its #9 holding.
IAG Wealth Partners first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 27 quarters since.
IAG Wealth Partners's iShares Core S&P 500 ETF position peaked at $29M in Q2 2021.
4,115 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.