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 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 $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Impact Partnership Wealth's IVV Position: Q1 2026 in Review

Impact Partnership Wealth increased its iShares Core S&P 500 ETF (IVV) stake by 4.6% in Q1 2026, buying an estimated $138K and bringing the position to 4,582 shares worth $2.99M. The position accounts for 0.37% of the portfolio, ranked #34.

Impact Partnership Wealth first reported a position in IVV in Q2 2023 and has held it in 12 quarters since. The position peaked at $3M in Q4 2025. 3,979 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Impact Partnership Wealth held 4,582 shares of iShares Core S&P 500 ETF worth $2.99M as of Q1 2026.
Impact Partnership Wealth bought 202 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $138K.
iShares Core S&P 500 ETF made up 0.37% of Impact Partnership Wealth's portfolio in Q1 2026, its #34 holding.
Impact Partnership Wealth first reported a position in iShares Core S&P 500 ETF in Q2 2023 and has held it in 12 quarters since.
Impact Partnership Wealth's iShares Core S&P 500 ETF position peaked at $3M in Q4 2025.
3,979 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Impact Partnership Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.