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
Q2 		$2.68M Buy
3,574
+1,294
+57% +$942K 0.18% 93
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 $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Mosaic Family Wealth Partners's IVV Position: Q2 2026 in Review

Mosaic Family Wealth Partners increased its iShares Core S&P 500 ETF (IVV) stake by 57% in Q2 2026, buying an estimated $942K and bringing the position to 3,574 shares worth $2.68M. The position accounts for 0.18% of the portfolio, ranked #93.

Mosaic Family Wealth Partners first reported a position in IVV in Q4 2022 and has held it in 15 quarters since. 4,123 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Mosaic Family Wealth Partners held 3,574 shares of iShares Core S&P 500 ETF worth $2.68M as of Q2 2026.
  • Mosaic Family Wealth Partners bought 1,294 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $942K.
  • iShares Core S&P 500 ETF made up 0.18% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #93 holding.
  • Mosaic Family Wealth Partners first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
  • 4,123 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.