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

Isthmus 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
2025 Q2	–	Sell	-476	Closed	-$267K	–	220
2025 Q1	$267K	Buy	+476	New	+$281K	0.03%	189
2018 Q1	–	Sell	-8	Closed	-$2K	–	286
2017 Q4	$2K	Buy	+8	New	+$2.1K	﹤0.01%	286
2017 Q1	–	Sell	-305	Closed	-$69K	–	302
2016 Q4	$69K	Buy	+305	New	+$67K	0.02%	170

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

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

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

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 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

Isthmus Partners's IVV Position: Q2 2025 in Review

Isthmus Partners sold out of iShares Core S&P 500 ETF (IVV) in Q2 2025, closing a stake of 476 shares — an estimated $267K sold.

Isthmus Partners first reported a position in IVV in Q4 2016 and held it in 3 quarters. The position peaked at $267K in Q1 2025. 3,616 funds tracked by Wall St. Rank hold IVV as of Q2 2025.

Isthmus Partners reported no remaining iShares Core S&P 500 ETF position as of Q2 2025 after selling out during the quarter.
Isthmus Partners sold 476 iShares Core S&P 500 ETF shares in Q2 2025, an estimated $267K.
Isthmus Partners first reported a position in iShares Core S&P 500 ETF in Q4 2016 and held it in 3 quarters.
Isthmus Partners's iShares Core S&P 500 ETF position peaked at $267K in Q1 2025.
3,616 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2025.

Based on Isthmus Partners's 13F filing for Q2 2025, filed 13 Aug 2025.