IWP
IVV icon

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

Invenio 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
Q1 		$401K Hold
614
– – 0.16% 59
2025
Q4 		$421K Hold
614
– – 0.16% 63
2025
Q3 		$411K Hold
614
– – 0.15% 69
2025
Q2 		$381K Hold
614
– – 0.15% 68
2025
Q1 		$345K Hold
614
– – 0.14% 64
2024
Q4 		$361K Sell
614
-10
-2% -$5.92K 0.15% 64
2024
Q3 		$360K Sell
624
-87
-12% -$48.4K 0.16% 63
2024
Q2 		$389K Sell
711
-100
-12% -$52.6K 0.19% 57
2024
Q1 		$426K Hold
811
– – 0.23% 54
2023
Q4 		$387K Sell
811
-41
-5% -$18.4K 0.28% 56
2023
Q3 		$366K Buy
852
+68
+9% +$30.4K 0.33% 55
2023
Q2 		$349K Buy
+784
New +$330K 0.4% 50

Other funds holding IVV

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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return