Impact Capital Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

Impact Capital 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	$3M	Buy	4,002 +133	+3%	+$96.8K	0.82%	26
2026 Q1	$2.53M	Sell	3,869 -93	-2%	-$63.5K	0.76%	31
2025 Q4	$2.71M	Sell	3,962 -20	-0.5%	-$13.6K	0.8%	30
2025 Q3	$2.67M	Buy	3,982 +115	+3%	+$74.1K	0.8%	32
2025 Q2	$2.4M	Buy	3,867 +34	+0.9%	+$19.5K	0.79%	32
2025 Q1	$2.15M	Buy	3,833 +365	+11%	+$216K	0.78%	35
2024 Q4	$2.04M	Buy	+3,468	New	+$2.05M	0.73%	38

Other funds holding IVV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

PEGL

P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return

Impact Capital Partners's IVV Position: Q2 2026 in Review

Impact Capital Partners increased its iShares Core S&P 500 ETF (IVV) stake by 3.4% in Q2 2026, buying an estimated $96.8K and bringing the position to 4,002 shares worth $3M. The position accounts for 0.82% of the portfolio, ranked #26.

Impact Capital Partners first reported a position in IVV in Q4 2024 and has held it in 7 quarters since. 1,365 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Impact Capital Partners held 4,002 shares of iShares Core S&P 500 ETF worth $3M as of Q2 2026.
Impact Capital Partners bought 133 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $96.8K.
iShares Core S&P 500 ETF made up 0.82% of Impact Capital Partners's portfolio in Q2 2026, its #26 holding.
Impact Capital Partners first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
1,365 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Impact Capital Partners's 13F filing for Q2 2026, filed 14 Jul 2026.