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

Partners Wealth Management’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	$231K	Hold	308	–	–	0.23%	92
2026 Q1	$201K	Sell	308 -79	-20%	-$53.9K	0.21%	106
2025 Q4	$265K	Sell	387 -5	-1%	-$3.4K	0.28%	88
2025 Q3	$263K	Sell	392 -47	-11%	-$30.3K	0.26%	98
2025 Q2	$248K	Hold	439	–	–	0.28%	97
2025 Q1	$247K	Hold	439	–	–	0.28%	97
2024 Q4	$258K	Buy	+439	New	+$260K	0.29%	90

Other funds holding IVV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

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

Partners Wealth Management held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 308 shares worth $231K. The position accounts for 0.23% of the portfolio, ranked #92.

Partners Wealth Management first reported a position in IVV in Q4 2024 and has held it in 7 quarters since. The position peaked at $265K in Q4 2025. 1,380 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Partners Wealth Management held 308 shares of iShares Core S&P 500 ETF worth $231K as of Q2 2026.
Partners Wealth Management left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up 0.23% of Partners Wealth Management's portfolio in Q2 2026, its #92 holding.
Partners Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
Partners Wealth Management's iShares Core S&P 500 ETF position peaked at $265K in Q4 2025.
1,380 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Partners Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.