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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
Q2 		$2.33M Buy
3,114
+19
+0.6% +$13.8K 0.06% 66
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 $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

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

Perfromance Wealth Partners increased its iShares Core S&P 500 ETF (IVV) stake by 0.61% in Q2 2026, buying an estimated $13.8K and bringing the position to 3,114 shares worth $2.33M. The position accounts for 0.06% of the portfolio, ranked #66.

Perfromance Wealth Partners first reported a position in IVV in Q4 2021 and has held it in 19 quarters since. 4,115 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Perfromance Wealth Partners held 3,114 shares of iShares Core S&P 500 ETF worth $2.33M as of Q2 2026.
  • Perfromance Wealth Partners bought 19 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $13.8K.
  • iShares Core S&P 500 ETF made up 0.06% of Perfromance Wealth Partners's portfolio in Q2 2026, its #66 holding.
  • Perfromance Wealth Partners first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
  • 4,115 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Perfromance Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.