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

Premier Path 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	$4.01M	Buy	5,356 +392	+8%	+$285K	0.46%	50
2026 Q1	$3.24M	Buy	4,964 +173	+4%	+$118K	0.42%	51
2025 Q4	$3.28M	Sell	4,791 -3,170	-40%	-$2.15M	0.42%	50
2025 Q3	$5.33M	Buy	7,961 +37	+0.5%	+$23.8K	0.69%	32
2025 Q2	$4.92M	Buy	7,924 +1,168	+17%	+$671K	0.68%	33
2025 Q1	$3.8M	Sell	6,756 -133	-2%	-$78.5K	0.59%	38
2024 Q4	$4.06M	Buy	6,889 +79	+1%	+$46.8K	0.62%	36
2024 Q3	$3.93M	Sell	6,810 -306	-4%	-$170K	0.62%	36
2024 Q2	$3.89M	Buy	7,116 +2,919	+70%	+$1.53M	0.66%	34
2024 Q1	$2.21M	Sell	4,197 -181	-4%	-$90.6K	0.42%	61
2023 Q4	$2.09M	Buy	+4,378	New	+$1.96M	0.46%	47

Other funds holding IVV

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Premier Path Wealth Partners's IVV Position: Q2 2026 in Review

Premier Path Wealth Partners increased its iShares Core S&P 500 ETF (IVV) stake by 7.9% in Q2 2026, buying an estimated $285K and bringing the position to 5,356 shares worth $4.01M. The position accounts for 0.46% of the portfolio, ranked #50.

Premier Path Wealth Partners first reported a position in IVV in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.33M in Q3 2025. 1,947 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Premier Path Wealth Partners held 5,356 shares of iShares Core S&P 500 ETF worth $4.01M as of Q2 2026.
Premier Path Wealth Partners bought 392 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $285K.
iShares Core S&P 500 ETF made up 0.46% of Premier Path Wealth Partners's portfolio in Q2 2026, its #50 holding.
Premier Path Wealth Partners first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
Premier Path Wealth Partners's iShares Core S&P 500 ETF position peaked at $5.33M in Q3 2025.
1,947 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Premier Path Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.