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 Q2	$6.79M	Buy	9,061 +4,354	+93%	+$3.17M	0.28%	42
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Obermeyer Wealth Partners's IVV Position: Q2 2026 in Review

Obermeyer Wealth Partners increased its iShares Core S&P 500 ETF (IVV) stake by 93% in Q2 2026, buying an estimated $3.17M and bringing the position to 9,061 shares worth $6.79M. The position accounts for 0.28% of the portfolio, ranked #42.

Obermeyer Wealth Partners first reported a position in IVV in Q2 2013 and has held it in 22 quarters since. 4,115 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Obermeyer Wealth Partners held 9,061 shares of iShares Core S&P 500 ETF worth $6.79M as of Q2 2026.
Obermeyer Wealth Partners bought 4,354 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $3.17M.
iShares Core S&P 500 ETF made up 0.28% of Obermeyer Wealth Partners's portfolio in Q2 2026, its #42 holding.
Obermeyer Wealth Partners first reported a position in iShares Core S&P 500 ETF in Q2 2013 and has held it in 22 quarters since.
4,115 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.