JRPIM
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Journey Retirement Planning & Investment Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Journey Retirement Planning & Investment Management’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 		– Sell
-543
Closed -$371K – 185
2025
Q4 		$371K Buy
+543
New +$369K 0.08% 178

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
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Creative Planning
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Journey Retirement Planning & Investment Management's IVV Position: Q1 2026 in Review

Journey Retirement Planning & Investment Management sold out of iShares Core S&P 500 ETF (IVV) in Q1 2026, closing a stake of 543 shares — an estimated $371K sold.

Journey Retirement Planning & Investment Management first reported a position in IVV in Q4 2025 and held it in 1 quarter. The position peaked at $371K in Q4 2025. 3,989 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Journey Retirement Planning & Investment Management reported no remaining iShares Core S&P 500 ETF position as of Q1 2026 after selling out during the quarter.
  • Journey Retirement Planning & Investment Management sold 543 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $371K.
  • Journey Retirement Planning & Investment Management first reported a position in iShares Core S&P 500 ETF in Q4 2025 and held it in 1 quarter.
  • Journey Retirement Planning & Investment Management's iShares Core S&P 500 ETF position peaked at $371K in Q4 2025.
  • 3,989 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q1 2026, filed 15 May 2026.