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

Madison 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 		$23.4M Buy
35,847
+1,196
+3% +$817K 3.73% 8
2025
Q4 		$23.7M Buy
34,651
+1,006
+3% +$683K 4.33% 6
2025
Q3 		$22.5M Buy
33,645
+53
+0.2% +$34.1K 4.45% 7
2025
Q2 		$20.9M Buy
33,592
+1,922
+6% +$1.1M 4.55% 7
2025
Q1 		$17.8M Buy
31,670
+1,210
+4% +$715K 4.39% 7
2024
Q4 		$17.9M Buy
30,460
+772
+3% +$457K 5.01% 5
2024
Q3 		$17.1M Buy
29,688
+777
+3% +$432K 5.07% 4
2024
Q2 		$15.8M Sell
28,911
-1,240
-4% -$652K 5.43% 5
2024
Q1 		$15.9M Buy
30,151
+392
+1% +$196K 5.73% 4
2023
Q4 		$14.2M Buy
29,759
+1,298
+5% +$581K 5.64% 4
2023
Q3 		$12.2M Buy
28,461
+527
+2% +$236K 6.18% 4
2023
Q2 		$12.5M Buy
27,934
+2,366
+9% +$997K 5.82% 5
2023
Q1 		$10.5M Buy
25,568
+675
+3% +$271K 5.3% 6
2022
Q4 		$9.56M Buy
24,893
+88
+0.4% +$34K 5.58% 5
2022
Q3 		$8.9M Buy
24,805
+762
+3% +$304K 5.82% 5
2022
Q2 		$9.12M Buy
24,043
+1,291
+6% +$531K 5.79% 5
2022
Q1 		$10.3M Buy
22,752
+974
+4% +$436K 5.77% 5
2021
Q4 		$10.4M Buy
21,778
+1,937
+10% +$893K 5.22% 6
2021
Q3 		$8.55M Buy
19,841
+865
+5% +$383K 4.82% 7
2021
Q2 		$8.16M Buy
18,976
+777
+4% +$325K 4.67% 7
2021
Q1 		$6.83M Sell
18,199
-87
-0.5% -$33.7K 4.81% 7
2020
Q4 		$6.86M Buy
+18,286
New +$6.51M 4.6% 7

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Madison Wealth Partners's IVV Position: Q1 2026 in Review

Madison Wealth Partners increased its iShares Core S&P 500 ETF (IVV) stake by 3.5% in Q1 2026, buying an estimated $817K and bringing the position to 35,847 shares worth $23.4M. The position accounts for 3.73% of the portfolio, ranked #8.

Madison Wealth Partners first reported a position in IVV in Q4 2020 and has held it in 22 quarters since. The position peaked at $23.7M in Q4 2025. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Madison Wealth Partners held 35,847 shares of iShares Core S&P 500 ETF worth $23.4M as of Q1 2026.
  • Madison Wealth Partners bought 1,196 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $817K.
  • iShares Core S&P 500 ETF made up 3.73% of Madison Wealth Partners's portfolio in Q1 2026, its #8 holding.
  • Madison Wealth Partners first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 22 quarters since.
  • Madison Wealth Partners's iShares Core S&P 500 ETF position peaked at $23.7M in Q4 2025.
  • 3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Madison Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.