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

Peachtree Investment 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 		$974K Buy
1,491
+354
+31% +$242K 0.37% 39
2025
Q4 		$779K Sell
1,137
-498
-30% -$338K 0.26% 41
2025
Q3 		$1.09M Buy
1,635
+752
+85% +$484K 0.38% 33
2025
Q2 		$548K Sell
883
-850
-49% -$488K 0.21% 48
2025
Q1 		$974K Sell
1,733
-143
-8% -$84.4K 0.38% 32
2024
Q4 		$1.1M Buy
1,876
+33
+2% +$19.5K 0.41% 30
2024
Q3 		$1.06M Buy
1,843
+4
+0.2% +$2.22K 0.4% 31
2024
Q2 		$1.01M Buy
1,839
+708
+63% +$372K 0.39% 32
2024
Q1 		$595K Buy
1,131
+331
+41% +$166K 0.24% 40
2023
Q4 		$382K Buy
800
+295
+58% +$132K 0.16% 60
2023
Q3 		$217K Sell
505
-1,995
-80% -$892K 0.11% 78
2023
Q2 		$1.11M Buy
+2,500
New +$1.05M 0.51% 30
2022
Q2 		– Sell
-4,209
Closed -$1.91M – 101
2022
Q1 		$1.91M Buy
4,209
+4,109
+4,109% +$1.84M 0.88% 25
2021
Q4 		$48K Sell
100
-2
-2% -$922 0.02% 90
2021
Q3 		$44K Hold
102
– – 0.02% 79
2021
Q2 		$44K Buy
102
+1
+1% +$419 0.02% 82
2021
Q1 		$40K Sell
101
-167
-62% -$64.7K 0.02% 78
2020
Q4 		$100K Buy
+268
New +$95.4K 0.06% 72

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

Peachtree Investment Partners's IVV Position: Q1 2026 in Review

Peachtree Investment Partners increased its iShares Core S&P 500 ETF (IVV) stake by 31% in Q1 2026, buying an estimated $242K and bringing the position to 1,491 shares worth $974K. The position accounts for 0.37% of the portfolio, ranked #39.

Peachtree Investment Partners first reported a position in IVV in Q4 2020 and has held it in 18 quarters since. The position peaked at $1.91M in Q1 2022. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Peachtree Investment Partners held 1,491 shares of iShares Core S&P 500 ETF worth $974K as of Q1 2026.
  • Peachtree Investment Partners bought 354 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $242K.
  • iShares Core S&P 500 ETF made up 0.37% of Peachtree Investment Partners's portfolio in Q1 2026, its #39 holding.
  • Peachtree Investment Partners first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 18 quarters since.
  • Peachtree Investment Partners's iShares Core S&P 500 ETF position peaked at $1.91M in Q1 2022.
  • 3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Peachtree Investment Partners's 13F filing for Q1 2026, filed 8 May 2026.