PTP
IVV icon

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

Platform Technology 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 		$11.9M Buy
15,946
+348
+2% +$253K 1.95% 8
2026
Q1 		$10.2M Buy
15,598
+3,309
+27% +$2.26M 1.96% 8
2025
Q4 		$8.42M Buy
12,289
+92
+0.8% +$62.5K 1.79% 10
2025
Q3 		$8.16M Buy
12,197
+7
+0.1% +$4.51K 1.96% 9
2025
Q2 		$7.57M Sell
12,190
-268
-2% -$154K 1.98% 9
2025
Q1 		$7M Sell
12,458
-133
-1% -$78.5K 2.04% 9
2024
Q4 		$7.41M Buy
12,591
+2,630
+26% +$1.56M 2.25% 7
2024
Q3 		$5.75M Buy
9,961
+796
+9% +$443K 1.81% 10
2024
Q2 		$5.02M Buy
+9,165
New +$4.82M 1.73% 10
2023
Q4 		$2.91M Buy
5,784
+1,096
+23% +$491K 1.13% 16
2023
Q3 		$2.01M Buy
4,688
+450
+11% +$201K 0.94% 24
2023
Q2 		$1.89M Sell
4,238
-486
-10% -$205K 0.89% 26
2023
Q1 		$1.94M Buy
4,724
+83
+2% +$33.3K 0.96% 25
2022
Q4 		$1.78M Sell
4,641
-20
-0.4% -$7.72K 0.92% 27
2022
Q3 		$1.67M Sell
4,661
-2,075
-31% -$829K 0.95% 26
2022
Q2 		$2.55M Sell
6,736
-370
-5% -$152K 1.39% 12
2022
Q1 		$3.22M Buy
7,106
+100
+1% +$44.7K 1.55% 10
2021
Q4 		$3.34M Hold
7,006
– – 1.47% 10
2021
Q3 		$3.02M Hold
7,006
– – 1.37% 10
2021
Q2 		$3.01M Buy
+7,006
New +$2.93M 1.24% 11
2020
Q4 		$2.62M Buy
+6,981
New +$2.48M 1.28% 11
2020
Q3 		– Sell
-7,291
Closed -$2.26M – 211
2020
Q2 		$2.26M Buy
+7,291
New +$2.14M 1.58% 11

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

Platform Technology Partners's IVV Position: Q2 2026 in Review

Platform Technology Partners increased its iShares Core S&P 500 ETF (IVV) stake by 2.2% in Q2 2026, buying an estimated $253K and bringing the position to 15,946 shares worth $11.9M. The position accounts for 1.95% of the portfolio, ranked #8.

Platform Technology Partners first reported a position in IVV in Q2 2020 and has held it in 22 quarters since. 4,094 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Platform Technology Partners held 15,946 shares of iShares Core S&P 500 ETF worth $11.9M as of Q2 2026.
  • Platform Technology Partners bought 348 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $253K.
  • iShares Core S&P 500 ETF made up 1.95% of Platform Technology Partners's portfolio in Q2 2026, its #8 holding.
  • Platform Technology Partners first reported a position in iShares Core S&P 500 ETF in Q2 2020 and has held it in 22 quarters since.
  • 4,094 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Platform Technology Partners's 13F filing for Q2 2026, filed 24 Jul 2026.