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

Parkwoods 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	$514K	Sell	787 -116	-13%	-$79.2K	0.13%	59
2025 Q4	$619K	Buy	903 +90	+11%	+$61.1K	0.18%	52
2025 Q3	$544K	Hold	813	–	–	0.19%	50
2025 Q2	$505K	Hold	813	–	–	0.29%	29
2025 Q1	$457K	Buy	+813	New	+$480K	0.31%	23

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Parkwoods Wealth Partners reduced its iShares Core S&P 500 ETF (IVV) stake by 13% in Q1 2026, selling an estimated $79.2K and leaving 787 shares worth $514K. The position accounts for 0.13% of the portfolio, ranked #59.

Parkwoods Wealth Partners first reported a position in IVV in Q1 2025 and has held it in 5 quarters since. The position peaked at $619K in Q4 2025. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Parkwoods Wealth Partners held 787 shares of iShares Core S&P 500 ETF worth $514K as of Q1 2026.
Parkwoods Wealth Partners sold 116 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $79.2K.
iShares Core S&P 500 ETF made up 0.13% of Parkwoods Wealth Partners's portfolio in Q1 2026, its #59 holding.
Parkwoods Wealth Partners first reported a position in iShares Core S&P 500 ETF in Q1 2025 and has held it in 5 quarters since.
Parkwoods Wealth Partners's iShares Core S&P 500 ETF position peaked at $619K in Q4 2025.
3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

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