Obermeyer Wealth Partners
IVV icon

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
Q3 		$7.01M Buy
9,157
+96
+1% +$73.3K 0.28% 40
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% +$40.2K 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

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
First Command Advisory Services
First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 21.9% 1-Year Est. Return

Obermeyer Wealth Partners's IVV Position: Q3 2026 in Review

Obermeyer Wealth Partners increased its iShares Core S&P 500 ETF (IVV) stake by 1.1% in Q3 2026, buying an estimated $73.3K and bringing the position to 9,157 shares worth $7.01M. The position accounts for 0.28% of the portfolio, ranked #40.

Obermeyer Wealth Partners first reported a position in IVV in Q2 2013 and has held it in 23 quarters since. 2,907 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Obermeyer Wealth Partners held 9,157 shares of iShares Core S&P 500 ETF worth $7.01M as of Q3 2026.
  • Obermeyer Wealth Partners bought 96 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $73.3K.
  • iShares Core S&P 500 ETF made up 0.28% of Obermeyer Wealth Partners's portfolio in Q3 2026, its #40 holding.
  • Obermeyer Wealth Partners first reported a position in iShares Core S&P 500 ETF in Q2 2013 and has held it in 23 quarters since.
  • 2,907 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.