IP
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Ignite Planners’s iShares Core S&P 500 ETF IVV Stock Holding History

Ignite Planners’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 		$1.05M Buy
1,400
+112
+9% +$81.6K 0.14% 156
2026
Q1 		$841K Sell
1,288
-8
-0.6% -$5.46K 0.13% 168
2025
Q4 		$901K Buy
1,296
+76
+6% +$51.6K 0.14% 156
2025
Q3 		$816K Sell
1,220
-1
-0.1% -$644 0.13% 160
2025
Q2 		$770K Sell
1,221
-44
-3% -$25.3K 0.13% 158
2025
Q1 		$710K Sell
1,265
-545
-30% -$322K 0.14% 155
2024
Q4 		$1.08M Buy
1,810
+655
+57% +$388K 0.24% 95
2024
Q3 		$666K Sell
1,155
-110
-9% -$61.2K 0.15% 134
2024
Q2 		$705K Buy
1,265
+410
+48% +$216K 0.17% 124
2024
Q1 		$449K Buy
855
+1
+0.1% +$500 0.13% 167
2023
Q4 		$405K Sell
854
-33
-4% -$14.8K 0.12% 174
2023
Q3 		$378K Buy
887
+141
+19% +$63.1K 0.12% 198
2023
Q2 		$329K Sell
746
-731
-49% -$308K 0.13% 175
2023
Q1 		$608K Buy
1,477
+1
+0.1% +$401 0.25% 98
2022
Q4 		$602K Buy
+1,476
New +$570K 0.25% 102

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Ignite Planners's IVV Position: Q2 2026 in Review

Ignite Planners increased its iShares Core S&P 500 ETF (IVV) stake by 8.7% in Q2 2026, buying an estimated $81.6K and bringing the position to 1,400 shares worth $1.05M. The position accounts for 0.14% of the portfolio, ranked #156.

Ignite Planners first reported a position in IVV in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.08M in Q4 2024. 4,085 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Ignite Planners held 1,400 shares of iShares Core S&P 500 ETF worth $1.05M as of Q2 2026.
  • Ignite Planners bought 112 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $81.6K.
  • iShares Core S&P 500 ETF made up 0.14% of Ignite Planners's portfolio in Q2 2026, its #156 holding.
  • Ignite Planners first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
  • Ignite Planners's iShares Core S&P 500 ETF position peaked at $1.08M in Q4 2024.
  • 4,085 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Ignite Planners's 13F filing for Q2 2026, filed 23 Jul 2026.