NP
IVV icon

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

Nilsine 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 		$9.73M Buy
12,993
+115
+0.9% +$83.7K 0.67% 36
2026
Q1 		$9.25M Sell
12,878
-3,686
-22% -$2.52M 0.72% 37
2025
Q4 		$11.3M Buy
16,564
+2,087
+14% +$1.42M 0.98% 20
2025
Q3 		$9.69M Buy
14,477
+1,134
+8% +$730K 0.87% 24
2025
Q2 		$8.28M Sell
13,343
-843
-6% -$484K 0.84% 25
2025
Q1 		$7.97M Buy
14,186
+1,741
+14% +$1.03M 0.87% 23
2024
Q4 		$7.33M Buy
12,445
+1,771
+17% +$1.05M 0.78% 25
2024
Q3 		$6.16M Sell
10,674
-107
-1% -$59.5K 0.8% 28
2024
Q2 		$5.9M Buy
10,781
+26
+0.2% +$13.7K 0.79% 28
2024
Q1 		$5.65M Buy
10,755
+323
+3% +$162K 0.77% 30
2023
Q4 		$4.98M Buy
10,432
+131
+1% +$58.6K 0.77% 40
2023
Q3 		$4.42M Buy
10,301
+35
+0.3% +$15.7K 0.67% 44
2023
Q2 		$4.58M Sell
10,266
-766
-7% -$323K 0.67% 41
2023
Q1 		$4.54M Buy
+11,032
New +$4.42M 0.71% 33

Other funds holding IVV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Nilsine Partners's IVV Position: Q2 2026 in Review

Nilsine Partners increased its iShares Core S&P 500 ETF (IVV) stake by 0.89% in Q2 2026, buying an estimated $83.7K and bringing the position to 12,993 shares worth $9.73M. The position accounts for 0.67% of the portfolio, ranked #36.

Nilsine Partners first reported a position in IVV in Q1 2023 and has held it in 14 quarters since. The position peaked at $11.3M in Q4 2025. 1,526 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Nilsine Partners held 12,993 shares of iShares Core S&P 500 ETF worth $9.73M as of Q2 2026.
  • Nilsine Partners bought 115 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $83.7K.
  • iShares Core S&P 500 ETF made up 0.67% of Nilsine Partners's portfolio in Q2 2026, its #36 holding.
  • Nilsine Partners first reported a position in iShares Core S&P 500 ETF in Q1 2023 and has held it in 14 quarters since.
  • Nilsine Partners's iShares Core S&P 500 ETF position peaked at $11.3M in Q4 2025.
  • 1,526 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Nilsine Partners's 13F filing for Q2 2026, filed 24 Jul 2026.