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

Obermeyer 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 		$3.07M Buy
4,707
+788
+20% +$538K 0.14% 59
2025
Q4 		$2.68M Buy
3,919
+39
+1% +$26.5K 0.12% 65
2025
Q3 		$2.6M Sell
3,880
-466
-11% -$300K 0.12% 63
2025
Q2 		$2.7M Buy
4,346
+459
+12% +$264K 0.13% 60
2025
Q1 		$2.18M Sell
3,887
-740
-16% -$437K 0.12% 66
2024
Q4 		$2.72M Buy
4,627
+68
+1% +$40.3K 0.14% 61
2024
Q3 		$2.63M Buy
4,559
+71
+2% +$39.5K 0.14% 61
2024
Q2 		$2.46M Buy
4,488
+257
+6% +$135K 0.14% 62
2024
Q1 		$2.22M Sell
4,231
-313
-7% -$157K 0.13% 63
2023
Q4 		$2.17M Sell
4,544
-53
-1% -$23.7K 0.15% 47
2023
Q3 		$1.97M Buy
4,597
+134
+3% +$59.9K 0.15% 44
2023
Q2 		$1.99M Sell
4,463
-385
-8% -$162K 0.14% 49
2023
Q1 		$1.99M Sell
4,848
-860
-15% -$345K 0.15% 51
2022
Q4 		$2.19M Hold
5,708
– – 0.17% 49
2022
Q3 		$2.05M Buy
5,708
+1,755
+44% +$701K 0.17% 46
2022
Q2 		$1.5M Buy
3,953
+3,058
+342% +$1.26M 0.11% 58
2022
Q1 		$406K Buy
895
+122
+16% +$54.6K 0.02% 138
2021
Q4 		$369K Sell
773
-52
-6% -$24K 0.02% 145
2021
Q3 		$355K Buy
+825
New +$366K 0.02% 147
2019
Q4 		– Sell
-822
Closed -$245K – 135
2019
Q3 		$245K Buy
+822
New +$244K 0.02% 110
2013
Q3 		– Sell
-66
Closed -$11K – 172
2013
Q2 		$11K Buy
+66
New +$10.7K ﹤0.01% 260

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

Obermeyer Wealth Partners's IVV Position: Q1 2026 in Review

Obermeyer Wealth Partners increased its iShares Core S&P 500 ETF (IVV) stake by 20% in Q1 2026, buying an estimated $538K and bringing the position to 4,707 shares worth $3.07M. The position accounts for 0.14% of the portfolio, ranked #59.

Obermeyer Wealth Partners first reported a position in IVV in Q2 2013 and has held it in 21 quarters since. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Obermeyer Wealth Partners held 4,707 shares of iShares Core S&P 500 ETF worth $3.07M as of Q1 2026.
  • Obermeyer Wealth Partners bought 788 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $538K.
  • iShares Core S&P 500 ETF made up 0.14% of Obermeyer Wealth Partners's portfolio in Q1 2026, its #59 holding.
  • Obermeyer Wealth Partners first reported a position in iShares Core S&P 500 ETF in Q2 2013 and has held it in 21 quarters since.
  • 3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

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