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

ORG 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
2025
Q4 		$6.08M Buy
8,876
+806
+10% +$547K 1.07% 16
2025
Q3 		$5.62M Buy
8,070
+2,379
+42% +$1.53M 1.02% 19
2025
Q2 		$3.54M Buy
5,691
+1,203
+27% +$691K 0.75% 24
2025
Q1 		$2.54M Sell
4,488
-23,322
-84% -$13.8M 0.62% 31
2024
Q4 		$16.4M Buy
27,810
+2,289
+9% +$1.35M 2.22% 7
2024
Q3 		$14.7M Sell
25,521
-91
-0.4% -$50.6K 2.36% 7
2024
Q2 		$14.1M Buy
+25,612
New +$13.5M 1.75% 8
2024
Q1 		– Sell
-25,455
Closed -$12.2M – 799
2023
Q4 		$12.2M Buy
25,455
+24,294
+2,093% +$10.9M 2.03% 9
2023
Q3 		$499K Sell
1,161
-20,736
-95% -$9.28M 0.15% 158
2023
Q2 		$9.77M Buy
21,897
+2,478
+13% +$1.04M 1.59% 10
2023
Q1 		$8.01M Buy
+19,419
New +$7.79M 1.95% 11

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
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

ORG Partners's IVV Position: Q4 2025 in Review

ORG Partners increased its iShares Core S&P 500 ETF (IVV) stake by 10% in Q4 2025, buying an estimated $547K and bringing the position to 8,876 shares worth $6.08M. The position accounts for 1.07% of the portfolio, ranked #16.

ORG Partners first reported a position in IVV in Q1 2023 and has held it in 11 quarters since. The position peaked at $16.4M in Q4 2024. 3,999 funds tracked by Wall St. Rank hold IVV as of Q4 2025.

  • ORG Partners held 8,876 shares of iShares Core S&P 500 ETF worth $6.08M as of Q4 2025.
  • ORG Partners bought 806 iShares Core S&P 500 ETF shares in Q4 2025, an estimated $547K.
  • iShares Core S&P 500 ETF made up 1.07% of ORG Partners's portfolio in Q4 2025, its #16 holding.
  • ORG Partners first reported a position in iShares Core S&P 500 ETF in Q1 2023 and has held it in 11 quarters since.
  • ORG Partners's iShares Core S&P 500 ETF position peaked at $16.4M in Q4 2024.
  • 3,999 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.