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

NerdWallet 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	$95.1M	Buy	127,022 +13,153	+12%	+$9.58M	32.78%	1
2026 Q1	$74.4M	Buy	113,869 +4,862	+4%	+$3.32M	32.46%	1
2025 Q4	$74.6M	Buy	109,007 +9,962	+10%	+$6.76M	33.42%	1
2025 Q3	$66.2M	Buy	+99,045	New	+$63.8M	32.46%	1

Other funds holding IVV

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Bank of Finland Helsinki, Finland $1.54B AUM 15.84% 1-Year Est. Return

Fragasso Financial Advisors Sewickley, Pennsylvania $1.87B AUM 23.81% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return

FORM Wealth Advisors Lake Geneva, Wisconsin $909M AUM

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Leverty Financial Group Hudson, Wisconsin $514M AUM 17.61% 1-Year Est. Return