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

Liberty Square 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	$786K	Sell	1,204 -96	-7%	-$65.6K	0.22%	51
2025 Q4	$890K	Hold	1,300	–	–	0.25%	50
2025 Q3	$870K	Buy	1,300 +7	+0.5%	+$4.51K	0.27%	57
2025 Q2	$803K	Sell	1,293 -372	-22%	-$214K	0.28%	56
2025 Q1	$936K	Buy	1,665 +37	+2%	+$21.8K	0.36%	53
2024 Q4	$997K	Buy	+1,628	New	+$964K	0.36%	51

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Liberty Square Wealth Partners's IVV Position: Q1 2026 in Review

Liberty Square Wealth Partners reduced its iShares Core S&P 500 ETF (IVV) stake by 7.4% in Q1 2026, selling an estimated $65.6K and leaving 1,204 shares worth $786K. The position accounts for 0.22% of the portfolio, ranked #51.

Liberty Square Wealth Partners first reported a position in IVV in Q4 2024 and has held it in 6 quarters since. The position peaked at $997K in Q4 2024. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Liberty Square Wealth Partners held 1,204 shares of iShares Core S&P 500 ETF worth $786K as of Q1 2026.
Liberty Square Wealth Partners sold 96 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $65.6K.
iShares Core S&P 500 ETF made up 0.22% of Liberty Square Wealth Partners's portfolio in Q1 2026, its #51 holding.
Liberty Square Wealth Partners first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 6 quarters since.
Liberty Square Wealth Partners's iShares Core S&P 500 ETF position peaked at $997K in Q4 2024.
3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Liberty Square Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.