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 Q3	$3.73M	Buy	4,875 +54	+1%	+$41.2K	0.33%	38
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

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Impact Partnership Wealth's IVV Position: Q3 2026 in Review

Impact Partnership Wealth increased its iShares Core S&P 500 ETF (IVV) stake by 1.1% in Q3 2026, buying an estimated $41.2K and bringing the position to 4,875 shares worth $3.73M. The position accounts for 0.33% of the portfolio, ranked #38.

Impact Partnership Wealth first reported a position in IVV in Q2 2023 and has held it in 14 quarters since. 2,963 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Impact Partnership Wealth held 4,875 shares of iShares Core S&P 500 ETF worth $3.73M as of Q3 2026.
Impact Partnership Wealth bought 54 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $41.2K.
iShares Core S&P 500 ETF made up 0.33% of Impact Partnership Wealth's portfolio in Q3 2026, its #38 holding.
Impact Partnership Wealth first reported a position in iShares Core S&P 500 ETF in Q2 2023 and has held it in 14 quarters since.
2,963 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Impact Partnership Wealth's 13F filing for Q3 2026, filed 9 Nov 2026.