MFWP
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Mosaic Family Wealth Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

Mosaic Family 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 		$1.49M Buy
2,280
+847
+59% +$578K 0.15% 86
2025
Q4 		$981K Sell
1,433
-287
-17% -$195K 0.11% 99
2025
Q3 		$1.15M Sell
1,720
-275
-14% -$177K 0.13% 78
2025
Q2 		$1.24M Sell
1,995
-691
-26% -$397K 0.16% 67
2025
Q1 		$1.51M Buy
2,686
+502
+23% +$296K 0.21% 49
2024
Q4 		$1.29M Sell
2,184
-373
-15% -$221K 0.19% 58
2024
Q3 		$1.48M Buy
2,557
+55
+2% +$30.6K 0.22% 54
2024
Q2 		$1.37M Sell
2,502
-138
-5% -$72.6K 0.22% 55
2024
Q1 		$1.39M Buy
2,640
+47
+2% +$23.5K 0.23% 55
2023
Q4 		$1.24M Buy
2,593
+688
+36% +$308K 0.21% 54
2023
Q3 		$818K Buy
1,905
+16
+0.8% +$7.16K 0.16% 79
2023
Q2 		$842K Hold
1,889
– – 0.17% 77
2023
Q1 		$777K Sell
1,889
-100
-5% -$40.1K 0.16% 80
2022
Q4 		$764K Buy
+1,989
New +$768K 0.22% 70

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

Mosaic Family Wealth Partners's IVV Position: Q1 2026 in Review

Mosaic Family Wealth Partners increased its iShares Core S&P 500 ETF (IVV) stake by 59% in Q1 2026, buying an estimated $578K and bringing the position to 2,280 shares worth $1.49M. The position accounts for 0.15% of the portfolio, ranked #86.

Mosaic Family Wealth Partners first reported a position in IVV in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.51M in Q1 2025. 3,979 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Mosaic Family Wealth Partners held 2,280 shares of iShares Core S&P 500 ETF worth $1.49M as of Q1 2026.
  • Mosaic Family Wealth Partners bought 847 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $578K.
  • iShares Core S&P 500 ETF made up 0.15% of Mosaic Family Wealth Partners's portfolio in Q1 2026, its #86 holding.
  • Mosaic Family Wealth Partners first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 14 quarters since.
  • Mosaic Family Wealth Partners's iShares Core S&P 500 ETF position peaked at $1.51M in Q1 2025.
  • 3,979 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

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