Innova Wealth Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

Innova Wealth 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 Q3	$936K	Hold	1,222	–	–	0.37%	63
2026 Q2	$915K	Hold	1,222	–	–	0.37%	60
2026 Q1	$798K	Hold	1,222	–	–	0.38%	52
2025 Q4	$837K	Hold	1,222	–	–	0.42%	47
2025 Q3	$818K	Buy	1,222 +145	+13%	+$93.4K	0.44%	47
2025 Q2	$669K	Sell	1,077 -29	-3%	-$16.7K	0.39%	43
2025 Q1	$621K	Sell	1,106 -60	-5%	-$35.4K	0.39%	44
2024 Q4	$686K	Buy	+1,166	New	+$690K	0.43%	42
2024 Q3	–	Sell	-573	Closed	-$314K	–	106
2024 Q2	$314K	Buy	+573	New	+$301K	0.22%	60
2022 Q4	–	Sell	-779	Closed	-$279K	–	62
2022 Q3	$279K	Buy	779 +171	+28%	+$68.3K	0.25%	34
2022 Q2	$231K	Hold	608	–	–	0.19%	42
2022 Q1	$276K	Hold	608	–	–	0.2%	54
2021 Q4	$290K	Hold	608	–	–	0.21%	56
2021 Q3	$262K	Sell	608 -10	-2%	-$4.43K	0.21%	53
2021 Q2	$266K	Sell	618 -4	-0.6%	-$1.68K	0.21%	55
2021 Q1	$247K	Buy	622 +28	+5%	+$10.8K	0.21%	54
2020 Q4	$223K	Buy	+594	New	+$211K	0.21%	55

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

JP Morgan Chase New York $1.84T AUM 33.86% 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

Innova Wealth Partners's IVV Position: Q3 2026 in Review

Innova Wealth Partners held its iShares Core S&P 500 ETF (IVV) position steady in Q3 2026 at 1,222 shares worth $936K. The position accounts for 0.37% of the portfolio, ranked #63.

Innova Wealth Partners first reported a position in IVV in Q4 2020 and has held it in 17 quarters since. 3,416 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Innova Wealth Partners held 1,222 shares of iShares Core S&P 500 ETF worth $936K as of Q3 2026.
Innova Wealth Partners left its iShares Core S&P 500 ETF share count unchanged in Q3 2026.
iShares Core S&P 500 ETF made up 0.37% of Innova Wealth Partners's portfolio in Q3 2026, its #63 holding.
Innova Wealth Partners first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 17 quarters since.
3,416 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Innova Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.