Precedent Wealth Partners’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
Precedent Wealth Partners's IVV Position: Q2 2026 in Review
Precedent Wealth Partners reduced its iShares Core S&P 500 ETF (IVV) stake by 1.3% in Q2 2026, selling an estimated $194K and leaving 19,774 shares worth $14.8M. The position accounts for 2.46% of the portfolio, ranked #5.
Precedent Wealth Partners first reported a position in IVV in Q4 2023 and has held it in 11 quarters since. 4,085 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Precedent Wealth Partners held 19,774 shares of iShares Core S&P 500 ETF worth $14.8M as of Q2 2026.
- Precedent Wealth Partners sold 267 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $194K.
- iShares Core S&P 500 ETF made up 2.46% of Precedent Wealth Partners's portfolio in Q2 2026, its #5 holding.
- Precedent Wealth Partners first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
- 4,085 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Precedent Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.