P
IVV icon

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

&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 		$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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

&Partners's IVV Position: Q1 2026 in Review

&Partners increased its iShares Core S&P 500 ETF (IVV) stake by 9.8% in Q1 2026, buying an estimated $52.1M and bringing the position to 851,150 shares worth $557M. The position accounts for 2.75% of the portfolio, ranked #2.

&Partners first reported a position in IVV in Q4 2018 and has held it in 29 quarters since. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • &Partners held 851,150 shares of iShares Core S&P 500 ETF worth $557M as of Q1 2026.
  • &Partners bought 76,294 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $52.1M.
  • iShares Core S&P 500 ETF made up 2.75% of &Partners's portfolio in Q1 2026, its #2 holding.
  • &Partners first reported a position in iShares Core S&P 500 ETF in Q4 2018 and has held it in 29 quarters since.
  • 3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.