Impact Partnership Wealth’s iShares Core S&P 500 ETF IVV Stock Holding History

Impact Partnership Wealth’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	$3.61M	Buy	4,821 +239	+5%	+$174K	0.35%	36
2026 Q1	$2.99M	Buy	4,582 +202	+5%	+$138K	0.37%	34
2025 Q4	$3M	Buy	4,380 +2,033	+87%	+$1.38M	0.38%	31
2025 Q3	$1.57M	Sell	2,347 -196	-8%	-$126K	0.23%	44
2025 Q2	$1.58M	Buy	2,543 +97	+4%	+$55.7K	0.29%	34
2025 Q1	$1.37M	Sell	2,446 -104	-4%	-$61.4K	0.29%	32
2024 Q4	$1.5M	Buy	2,550 +1,495	+142%	+$885K	0.3%	36
2024 Q3	$609K	Sell	1,055 -460	-30%	-$256K	0.14%	96
2024 Q2	$829K	Buy	1,515 +340	+29%	+$179K	0.22%	57
2024 Q1	$618K	Sell	1,175 -88	-7%	-$44K	0.24%	54
2023 Q4	$603K	Sell	1,263 -898	-42%	-$402K	0.22%	62
2023 Q3	$928K	Buy	2,161 +1,797	+494%	+$804K	0.29%	37
2023 Q2	$162K	Buy	+364	New	+$153K	0.06%	158

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

Impact Partnership Wealth's IVV Position: Q2 2026 in Review

Impact Partnership Wealth increased its iShares Core S&P 500 ETF (IVV) stake by 5.2% in Q2 2026, buying an estimated $174K and bringing the position to 4,821 shares worth $3.61M. The position accounts for 0.35% of the portfolio, ranked #36.

Impact Partnership Wealth first reported a position in IVV in Q2 2023 and has held it in 13 quarters since. 4,118 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Impact Partnership Wealth held 4,821 shares of iShares Core S&P 500 ETF worth $3.61M as of Q2 2026.
Impact Partnership Wealth bought 239 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $174K.
iShares Core S&P 500 ETF made up 0.35% of Impact Partnership Wealth's portfolio in Q2 2026, its #36 holding.
Impact Partnership Wealth first reported a position in iShares Core S&P 500 ETF in Q2 2023 and has held it in 13 quarters since.
4,118 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Impact Partnership Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.