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 Q2	$7.46M	Buy	9,956 +9,169	+1,165%	+$6.68M	1.2%	18
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 $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

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

Parkwoods Wealth Partners increased its iShares Core S&P 500 ETF (IVV) stake by 1,165% in Q2 2026, buying an estimated $6.68M and bringing the position to 9,956 shares worth $7.46M. The position accounts for 1.2% of the portfolio, ranked #18.

Parkwoods Wealth Partners first reported a position in IVV in Q1 2025 and has held it in 6 quarters since. 4,112 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Parkwoods Wealth Partners held 9,956 shares of iShares Core S&P 500 ETF worth $7.46M as of Q2 2026.
Parkwoods Wealth Partners bought 9,169 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $6.68M.
iShares Core S&P 500 ETF made up 1.2% of Parkwoods Wealth Partners's portfolio in Q2 2026, its #18 holding.
Parkwoods Wealth Partners first reported a position in iShares Core S&P 500 ETF in Q1 2025 and has held it in 6 quarters since.
4,112 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Parkwoods Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.