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

Life Planning 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	$1.26M	Sell	1,681 -145	-8%	-$106K	0.94%	27
2026 Q1	$1.19M	Buy	1,826 +18	+1%	+$12.3K	0.91%	28
2025 Q4	$1.24M	Buy	1,808 +210	+13%	+$143K	0.95%	27
2025 Q3	$1.07M	Sell	1,598 -32	-2%	-$20.6K	0.78%	34
2025 Q2	$1.01M	Buy	1,630 +1	+0.1%	+$574	0.81%	32
2025 Q1	$915K	Buy	1,629 +1	+0.1%	+$591	0.83%	30
2024 Q4	$959K	Hold	1,628	–	–	0.89%	26
2024 Q3	$939K	Sell	1,628 -32	-2%	-$17.8K	0.84%	27
2024 Q2	$908K	Buy	1,660 +193	+13%	+$101K	0.82%	27
2024 Q1	$771K	Hold	1,467	–	–	0.77%	29
2023 Q4	$700K	Buy	+1,467	New	+$657K	0.69%	28
2022 Q3	$575K	Hold	1,602	–	–	0.66%	33
2022 Q2	$605K	Hold	1,602	–	–	0.68%	30
2022 Q1	$725K	Buy	1,602 +1	+0.1%	+$447	0.74%	29
2021 Q4	$763K	Buy	+1,601	New	+$738K	0.77%	30

Other funds holding IVV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Life Planning Partners's IVV Position: Q2 2026 in Review

Life Planning Partners reduced its iShares Core S&P 500 ETF (IVV) stake by 7.9% in Q2 2026, selling an estimated $106K and leaving 1,681 shares worth $1.26M. The position accounts for 0.94% of the portfolio, ranked #27.

Life Planning Partners first reported a position in IVV in Q4 2021 and has held it in 15 quarters since. 2,560 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Life Planning Partners held 1,681 shares of iShares Core S&P 500 ETF worth $1.26M as of Q2 2026.
Life Planning Partners sold 145 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $106K.
iShares Core S&P 500 ETF made up 0.94% of Life Planning Partners's portfolio in Q2 2026, its #27 holding.
Life Planning Partners first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 15 quarters since.
2,560 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Life Planning Partners's 13F filing for Q2 2026, filed 22 Jul 2026.