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Investment Research Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

Investment Research 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
Q2 		$9.66M Sell
12,901
-83
-0.6% -$60.4K 3.27% 4
2026
Q1 		$8.48M Sell
12,984
-91
-0.7% -$62.1K 3.45% 4
2025
Q4 		$8.96M Buy
13,075
+236
+2% +$160K 3.84% 3
2025
Q3 		$8.87M Buy
+12,839
New +$8.27M 3.99% 4

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $32B AUM 32.86% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Investment Research Partners's IVV Position: Q2 2026 in Review

Investment Research Partners reduced its iShares Core S&P 500 ETF (IVV) stake by 0.64% in Q2 2026, selling an estimated $60.4K and leaving 12,901 shares worth $9.66M. The position accounts for 3.27% of the portfolio, ranked #4.

Investment Research Partners first reported a position in IVV in Q3 2025 and has held it in 4 quarters since. 3,425 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Investment Research Partners held 12,901 shares of iShares Core S&P 500 ETF worth $9.66M as of Q2 2026.
  • Investment Research Partners sold 83 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $60.4K.
  • iShares Core S&P 500 ETF made up 3.27% of Investment Research Partners's portfolio in Q2 2026, its #4 holding.
  • Investment Research Partners first reported a position in iShares Core S&P 500 ETF in Q3 2025 and has held it in 4 quarters since.
  • 3,425 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Investment Research Partners's 13F filing for Q2 2026, filed 4 Aug 2026.