&Partners’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $702M | Buy |
936,468
+85,318
| +10% | +$62.1M | 2.88% | 2 |
|
|
2026
Q1 | $557M | Buy |
851,150
+76,294
| +10% | +$52.1M | 2.75% | 2 |
|
|
2025
Q4 | $531M | Buy |
774,856
+55,394
| +8% | +$37.6M | 2.78% | 3 |
|
|
2025
Q3 | $478M | Buy |
719,462
+121,644
| +20% | +$78.3M | 3.06% | 3 |
|
|
2025
Q2 | $372M | Buy |
597,818
+62,875
| +12% | +$36.1M | 2.85% | 3 |
|
|
2025
Q1 | $299M | Buy |
534,943
+149,358
| +39% | +$88.2M | 3.18% | 2 |
|
|
2024
Q4 | $231M | Buy |
385,585
+114,828
| +42% | +$68M | 2.77% | 3 |
|
|
2024
Q3 | $157M | Buy |
270,757
+136,951
| +102% | +$76.1M | 3.03% | 3 |
|
|
2024
Q2 | $73.8M | Buy |
133,806
+95,774
| +252% | +$50.4M | 3.23% | 3 |
|
|
2024
Q1 | $21.1M | Sell |
38,032
-948
| -2% | -$474K | 2.91% | 5 |
|
|
2023
Q4 | $19.1M | Buy |
38,980
+29,556
| +314% | +$13.2M | 4.66% | 1 |
|
|
2023
Q3 | $4.05M | Sell |
9,424
-328
| -3% | -$147K | 1.89% | 12 |
|
|
2023
Q2 | $4.35M | Sell |
9,752
-67
| -0.7% | -$28.2K | 1.95% | 12 |
|
|
2023
Q1 | $4.04M | Buy |
9,819
+710
| +8% | +$285K | 1.94% | 12 |
|
|
2022
Q4 | $3.5M | Sell |
9,109
-931
| -9% | -$359K | 1.74% | 12 |
|
|
2022
Q3 | $3.6M | Sell |
10,040
-20
| -0.2% | -$7.99K | 2.08% | 9 |
|
|
2022
Q2 | $3.81M | Buy |
10,060
+10
| +0.1% | +$4.11K | 2.2% | 9 |
|
|
2022
Q1 | $4.56M | Buy |
10,050
+2
| +0% | +$894 | 2.56% | 7 |
|
|
2021
Q4 | $4.79M | Sell |
10,048
-183
| -2% | -$84.3K | 2.89% | 7 |
|
|
2021
Q3 | $4.41M | Buy |
10,231
+164
| +2% | +$72.7K | 2.8% | 6 |
|
|
2021
Q2 | $4.33M | Buy |
10,067
+53
| +0.5% | +$22.2K | 2.8% | 6 |
|
|
2021
Q1 | $3.98M | Sell |
10,014
-420
| -4% | -$163K | 2.9% | 6 |
|
|
2020
Q4 | $3.89M | Buy |
10,434
+161
| +2% | +$57.3K | 3.27% | 6 |
|
|
2020
Q3 | $3.45M | Buy |
10,273
+413
| +4% | +$137K | 3.51% | 6 |
|
|
2020
Q2 | $3.05M | Sell |
9,860
-231
| -2% | -$67.8K | 3.69% | 4 |
|
|
2020
Q1 | $2.61M | Buy |
10,091
+6,860
| +212% | +$2.1M | 4.06% | 2 |
|
|
2019
Q4 | $1.04M | Sell |
3,231
-240
| -7% | -$74.3K | 1.24% | 17 |
|
|
2019
Q3 | $1.04M | Buy |
+3,471
| New | +$1.03M | 1.34% | 13 |
|
|
2019
Q2 | – | Sell |
-1,236
| Closed | -$352K | – | 157 |
|
|
2019
Q1 | $352K | Hold |
1,236
| – | – | 0.5% | 67 |
|
|
2018
Q4 | $311K | Buy |
+1,236
| New | +$336K | 0.52% | 65 |
|
Other funds holding IVV
CM
&Partners's IVV Position: Q2 2026 in Review
&Partners increased its iShares Core S&P 500 ETF (IVV) stake by 10% in Q2 2026, buying an estimated $62.1M and bringing the position to 936,468 shares worth $702M. The position accounts for 2.88% of the portfolio, ranked #2.
&Partners first reported a position in IVV in Q4 2018 and has held it in 30 quarters since. 4,102 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- &Partners held 936,468 shares of iShares Core S&P 500 ETF worth $702M as of Q2 2026.
- &Partners bought 85,318 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $62.1M.
- iShares Core S&P 500 ETF made up 2.88% of &Partners's portfolio in Q2 2026, its #2 holding.
- &Partners first reported a position in iShares Core S&P 500 ETF in Q4 2018 and has held it in 30 quarters since.
- 4,102 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.