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

Principle 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 		$1.66M Buy
2,217
+104
+5% +$75.7K 0.08% 152
2026
Q1 		$1.38M Buy
2,113
+33
+2% +$22.5K 0.08% 152
2025
Q4 		$1.42M Buy
2,080
+323
+18% +$219K 0.08% 146
2025
Q3 		$1.18M Hold
1,757
– – 0.07% 155
2025
Q2 		$1.09M Buy
1,757
+261
+17% +$150K 0.07% 154
2025
Q1 		$841K Hold
1,496
– – 0.06% 171
2024
Q4 		$881K Hold
1,496
– – 0.06% 168
2024
Q3 		$863K Buy
1,496
+122
+9% +$67.8K 0.06% 168
2024
Q2 		$752K Hold
1,374
– – 0.06% 178
2024
Q1 		$722K Buy
1,374
+30
+2% +$15K 0.06% 180
2023
Q4 		$642K Buy
1,344
+219
+19% +$98K 0.06% 185
2023
Q3 		$483K Sell
1,125
-72
-6% -$32.2K 0.05% 207
2023
Q2 		$534K Sell
1,197
-78
-6% -$32.9K 0.05% 196
2023
Q1 		$524K Hold
1,275
– – 0.06% 191
2022
Q4 		$490K Sell
1,275
-37
-3% -$14.3K 0.06% 194
2022
Q3 		$471 Sell
1,312
-17
-1% -$6.79K 0.04% 186
2022
Q2 		$504K Hold
1,329
– – 0.06% 193
2022
Q1 		$603K Buy
1,329
+152
+13% +$68K 0.06% 182
2021
Q4 		$561K Buy
1,177
+48
+4% +$22.1K 0.06% 191
2021
Q3 		$486K Buy
1,129
+32
+3% +$14.2K 0.06% 199
2021
Q2 		$472K Buy
1,097
+3
+0.3% +$1.26K 0.05% 204
2021
Q1 		$435K Hold
1,094
– – 0.05% 205
2020
Q4 		$411K Buy
1,094
+198
+22% +$70.5K 0.05% 194
2020
Q3 		$301K Sell
896
-447
-33% -$149K 0.08% 123
2020
Q2 		$416K Hold
1,343
– – 0.12% 97
2020
Q1 		$347K Sell
1,343
-499
-27% -$153K 0.13% 101
2019
Q4 		$595K Buy
1,842
+29
+2% +$8.97K 0.19% 91
2019
Q3 		$541K Buy
1,813
+40
+2% +$11.9K 0.19% 94
2019
Q2 		$523K Buy
1,773
+51
+3% +$14.8K 0.27% 69
2019
Q1 		$490K Buy
1,722
+5
+0.3% +$1.37K 0.28% 62
2018
Q4 		$432K Buy
+1,717
New +$466K 0.36% 63

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

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

Principle Wealth Partners increased its iShares Core S&P 500 ETF (IVV) stake by 4.9% in Q2 2026, buying an estimated $75.7K and bringing the position to 2,217 shares worth $1.66M. The position accounts for 0.08% of the portfolio, ranked #152.

Principle Wealth Partners first reported a position in IVV in Q4 2018 and has held it in 31 quarters since. 4,085 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Principle Wealth Partners held 2,217 shares of iShares Core S&P 500 ETF worth $1.66M as of Q2 2026.
  • Principle Wealth Partners bought 104 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $75.7K.
  • iShares Core S&P 500 ETF made up 0.08% of Principle Wealth Partners's portfolio in Q2 2026, its #152 holding.
  • Principle Wealth Partners first reported a position in iShares Core S&P 500 ETF in Q4 2018 and has held it in 31 quarters since.
  • 4,085 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

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