Indie Asset Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.32M Sell
2,020
-2
-0.1% -$1.37K 1.5% 19
2025
Q4
$1.38M Buy
2,022
+561
+38% +$381K 1.54% 18
2025
Q3
$978K Buy
1,461
+138
+10% +$88.9K 1.3% 22
2025
Q2
$821K Buy
1,323
+48
+4% +$27.6K 1.49% 20
2025
Q1
$716K Buy
1,275
+20
+2% +$11.8K 0.62% 25
2024
Q4
$739K Buy
1,255
+30
+2% +$17.8K 0.58% 29
2024
Q3
$707K Buy
1,225
+464
+61% +$258K 0.53% 28
2024
Q2
$417K Buy
+761
New +$400K 0.33% 48

Other funds holding IVV

Indie Asset Partners's IVV Position: Q1 2026 in Review

Indie Asset Partners reduced its iShares Core S&P 500 ETF (IVV) stake by 0.1% in Q1 2026, selling an estimated $1.37K and leaving 2,020 shares worth $1.32M. The position accounts for 1.5% of the portfolio, ranked #19.

Indie Asset Partners first reported a position in IVV in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.38M in Q4 2025. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Indie Asset Partners held 2,020 shares of iShares Core S&P 500 ETF worth $1.32M as of Q1 2026.
  • Indie Asset Partners sold 2 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $1.37K.
  • iShares Core S&P 500 ETF made up 1.5% of Indie Asset Partners's portfolio in Q1 2026, its #19 holding.
  • Indie Asset Partners first reported a position in iShares Core S&P 500 ETF in Q2 2024 and has held it in 8 quarters since.
  • Indie Asset Partners's iShares Core S&P 500 ETF position peaked at $1.38M in Q4 2025.
  • 3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Indie Asset Partners's 13F filing for Q1 2026, filed 8 May 2026.