Partners in Financial Planning’s iShares Core S&P 500 ETF IVV Stock Holding History

Partners in Financial Planning’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	$926K	Hold	1,417	–	–	0.15%	52
2025 Q4	$970K	Buy	1,417 +1	+0.1%	+$679	0.16%	51
2025 Q3	$948K	Hold	1,416	–	–	0.16%	50
2025 Q2	$879K	Hold	1,416	–	–	0.16%	50
2025 Q1	$796K	Hold	1,416	–	–	0.16%	51
2024 Q4	$833K	Buy	1,416 +202	+17%	+$120K	0.17%	49
2024 Q3	$700K	Hold	1,214	–	–	0.14%	56
2024 Q2	$664K	Hold	1,214	–	–	0.14%	56
2024 Q1	$638K	Hold	1,214	–	–	0.14%	57
2023 Q4	$580K	Buy	1,214 +5	+0.4%	+$2.24K	0.14%	56
2023 Q3	$519K	Hold	1,209	–	–	0.13%	55
2023 Q2	$539K	Buy	1,209 +4	+0.3%	+$1.69K	0.14%	57
2023 Q1	$495K	Hold	1,205	–	–	0.13%	57
2022 Q4	$461K	Hold	1,205	–	–	0.13%	61
2022 Q3	$479K	Hold	1,205	–	–	0.14%	57
2022 Q2	$493K	Hold	1,205	–	–	0.16%	54
2022 Q1	$515K	Hold	1,205	–	–	0.16%	50
2021 Q4	$533K	Hold	1,205	–	–	0.16%	47
2021 Q3	$519K	Hold	1,205	–	–	0.16%	46
2021 Q2	$518K	Buy	+1,205	New	+$505K	0.16%	44

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

Partners in Financial Planning's IVV Position: Q1 2026 in Review

Partners in Financial Planning held its iShares Core S&P 500 ETF (IVV) position steady in Q1 2026 at 1,417 shares worth $926K. The position accounts for 0.15% of the portfolio, ranked #52.

Partners in Financial Planning first reported a position in IVV in Q2 2021 and has held it in 20 quarters since. The position peaked at $970K in Q4 2025. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Partners in Financial Planning held 1,417 shares of iShares Core S&P 500 ETF worth $926K as of Q1 2026.
Partners in Financial Planning left its iShares Core S&P 500 ETF share count unchanged in Q1 2026.
iShares Core S&P 500 ETF made up 0.15% of Partners in Financial Planning's portfolio in Q1 2026, its #52 holding.
Partners in Financial Planning first reported a position in iShares Core S&P 500 ETF in Q2 2021 and has held it in 20 quarters since.
Partners in Financial Planning's iShares Core S&P 500 ETF position peaked at $970K in Q4 2025.
3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Partners in Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.