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Narus Financial Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

Narus Financial 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 		$2.22M Buy
3,397
+20
+0.6% +$13.7K 0.58% 32
2025
Q4 		$2.31M Buy
3,377
+1
+0% +$679 0.64% 30
2025
Q3 		$2.26M Buy
3,376
+251
+8% +$162K 0.62% 32
2025
Q2 		$1.94M Sell
3,125
-5
-0.2% -$2.87K 0.61% 34
2025
Q1 		$1.76M Hold
3,130
– – 0.6% 37
2024
Q4 		$1.84M Sell
3,130
-100
-3% -$59.2K 0.62% 35
2024
Q3 		$1.86M Buy
3,230
+51
+2% +$28.4K 0.67% 30
2024
Q2 		$1.74M Sell
3,179
-184
-5% -$96.8K 0.7% 29
2024
Q1 		$1.77M Buy
3,363
+293
+10% +$147K 0.75% 26
2023
Q4 		$1.47M Sell
3,070
-608
-17% -$272K 0.71% 25
2023
Q3 		$1.58M Hold
3,678
– – 0.81% 23
2023
Q2 		$1.64M Buy
3,678
+17
+0.5% +$7.16K 0.85% 21
2023
Q1 		$1.5M Buy
3,661
+41
+1% +$16.4K 0.82% 24
2022
Q4 		$1.39M Sell
3,620
-609
-14% -$235K 0.8% 25
2022
Q3 		$1.52M Buy
4,229
+10
+0.2% +$3.99K 0.96% 20
2022
Q2 		$1.6M Sell
4,219
-95
-2% -$39.1K 1.02% 16
2022
Q1 		$1.96M Buy
+4,314
New +$1.93M 1.09% 16
2021
Q1 		$884K Buy
+2,222
New +$860K 0.53% 23
2019
Q4 		$960K Sell
2,970
-365
-11% -$113K 0.67% 15
2019
Q3 		$996K Hold
3,335
– – 0.73% 12
2019
Q2 		$983K Buy
+3,335
New +$966K 0.76% 13
2017
Q3 		$1.78M Buy
7,058
+1
+0% +$248 1.57% 4
2017
Q2 		$1.72M Sell
7,057
-387
-5% -$93.4K 1.59% 4
2017
Q1 		$1.77M Sell
7,444
-194
-3% -$45.4K 1.71% 4
2016
Q4 		$1.72M Buy
+7,638
New +$1.68M 1.81% 3

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

Narus Financial Partners's IVV Position: Q1 2026 in Review

Narus Financial Partners increased its iShares Core S&P 500 ETF (IVV) stake by 0.59% in Q1 2026, buying an estimated $13.7K and bringing the position to 3,397 shares worth $2.22M. The position accounts for 0.58% of the portfolio, ranked #32.

Narus Financial Partners first reported a position in IVV in Q4 2016 and has held it in 25 quarters since. The position peaked at $2.31M in Q4 2025. 3,975 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Narus Financial Partners held 3,397 shares of iShares Core S&P 500 ETF worth $2.22M as of Q1 2026.
  • Narus Financial Partners bought 20 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $13.7K.
  • iShares Core S&P 500 ETF made up 0.58% of Narus Financial Partners's portfolio in Q1 2026, its #32 holding.
  • Narus Financial Partners first reported a position in iShares Core S&P 500 ETF in Q4 2016 and has held it in 25 quarters since.
  • Narus Financial Partners's iShares Core S&P 500 ETF position peaked at $2.31M in Q4 2025.
  • 3,975 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Narus Financial Partners's 13F filing for Q1 2026, filed 21 Apr 2026.