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

Perfromance Wealth 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 		$2.02M Buy
3,095
+34
+1% +$23.2K 0.06% 61
2025
Q4 		$2.1M Buy
3,061
+349
+13% +$237K 0.06% 53
2025
Q3 		$1.82M Sell
2,712
-122
-4% -$78.6K 0.05% 51
2025
Q2 		$1.76M Buy
2,834
+1,785
+170% +$1.02M 0.06% 53
2025
Q1 		$589K Sell
1,049
-196
-16% -$116K 0.02% 82
2024
Q4 		$733K Sell
1,245
-219
-15% -$130K 0.02% 77
2024
Q3 		$844K Sell
1,464
-174
-11% -$96.7K 0.03% 67
2024
Q2 		$896K Buy
1,638
+26
+2% +$13.7K 0.03% 61
2024
Q1 		$847K Sell
1,612
-451
-22% -$226K 0.04% 68
2023
Q4 		$985K Sell
2,063
-149
-7% -$66.7K 0.04% 74
2023
Q3 		$950K Hold
2,212
– – 0.05% 74
2023
Q2 		$986K Sell
2,212
-20
-0.9% -$8.43K 0.05% 79
2023
Q1 		$918K Sell
2,232
-205
-8% -$82.2K 0.05% 80
2022
Q4 		$936K Buy
2,437
+167
+7% +$64.4K 0.06% 73
2022
Q3 		$814K Hold
2,270
– – 0.05% 75
2022
Q2 		$861K Hold
2,270
– – 0.05% 77
2022
Q1 		$1.03M Buy
2,270
+69
+3% +$30.9K 0.04% 75
2021
Q4 		$1.05M Buy
+2,201
New +$1.01M 0.04% 81

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

Perfromance Wealth Partners's IVV Position: Q1 2026 in Review

Perfromance Wealth Partners increased its iShares Core S&P 500 ETF (IVV) stake by 1.1% in Q1 2026, buying an estimated $23.2K and bringing the position to 3,095 shares worth $2.02M. The position accounts for 0.06% of the portfolio, ranked #61.

Perfromance Wealth Partners first reported a position in IVV in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.1M in Q4 2025. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Perfromance Wealth Partners held 3,095 shares of iShares Core S&P 500 ETF worth $2.02M as of Q1 2026.
  • Perfromance Wealth Partners bought 34 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $23.2K.
  • iShares Core S&P 500 ETF made up 0.06% of Perfromance Wealth Partners's portfolio in Q1 2026, its #61 holding.
  • Perfromance Wealth Partners first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 18 quarters since.
  • Perfromance Wealth Partners's iShares Core S&P 500 ETF position peaked at $2.1M in Q4 2025.
  • 3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Perfromance Wealth Partners's 13F filing for Q1 2026, filed 10 Apr 2026.