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

Leeward Financial 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 		$4.25M Buy
5,679
+3
+0.1% +$2.19K 1.12% 33
2026
Q1 		$3.71M Sell
5,676
-133
-2% -$90.8K 1.1% 33
2025
Q4 		$3.98M Sell
5,809
-71
-1% -$48.2K 1.12% 32
2025
Q3 		$3.94M Buy
5,880
+51
+0.9% +$32.8K 1.12% 32
2025
Q2 		$3.62M Buy
5,829
+8
+0.1% +$4.59K 1.15% 29
2025
Q1 		$3.27M Sell
5,821
-893
-13% -$527K 1.22% 30
2024
Q4 		$3.95M Buy
6,714
+243
+4% +$144K 1.41% 25
2024
Q3 		$3.73M Buy
6,471
+380
+6% +$211K 1.41% 25
2024
Q2 		$3.33M Buy
6,091
+551
+10% +$290K 1.35% 25
2024
Q1 		$2.91M Buy
5,540
+141
+3% +$70.6K 1.23% 29
2023
Q4 		$2.58M Buy
5,399
+164
+3% +$73.4K 1.25% 29
2023
Q3 		$2.25M Buy
5,235
+481
+10% +$215K 1.24% 30
2023
Q2 		$2.12M Buy
4,754
+558
+13% +$235K 1.22% 34
2023
Q1 		$1.72M Buy
4,196
+62
+1% +$24.9K 1.06% 36
2022
Q4 		$1.59M Sell
4,134
-1,156
-22% -$446K 1.1% 36
2022
Q3 		$1.9M Buy
5,290
+49
+0.9% +$19.6K 1.36% 31
2022
Q2 		$1.99M Buy
5,241
+59
+1% +$24.3K 1.36% 31
2022
Q1 		$2.35M Buy
5,182
+84
+2% +$37.6K 1.45% 29
2021
Q4 		$2.43M Buy
+5,098
New +$2.35M 1.52% 26

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
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Leeward Financial Partners's IVV Position: Q2 2026 in Review

Leeward Financial Partners increased its iShares Core S&P 500 ETF (IVV) stake by 0.05% in Q2 2026, buying an estimated $2.19K and bringing the position to 5,679 shares worth $4.25M. The position accounts for 1.12% of the portfolio, ranked #33.

Leeward Financial Partners first reported a position in IVV in Q4 2021 and has held it in 19 quarters since. 4,076 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Leeward Financial Partners held 5,679 shares of iShares Core S&P 500 ETF worth $4.25M as of Q2 2026.
  • Leeward Financial Partners bought 3 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $2.19K.
  • iShares Core S&P 500 ETF made up 1.12% of Leeward Financial Partners's portfolio in Q2 2026, its #33 holding.
  • Leeward Financial Partners first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
  • 4,076 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Leeward Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.