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

Quotient 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	$600M	Buy	801,678 +8,594	+1%	+$6.26M	14.18%	1
2026 Q1	$518M	Buy	793,084 +31,433	+4%	+$21.5M	13.63%	1
2025 Q4	$522M	Buy	761,651 +180,344	+31%	+$122M	13.88%	1
2025 Q3	$389M	Buy	581,307 +886	+0.2%	+$571K	10.66%	1
2025 Q2	$360M	Buy	580,421 +10,038	+2%	+$5.76M	10.6%	1
2025 Q1	$320M	Sell	570,383 -33,233	-6%	-$19.6M	10.24%	1
2024 Q4	$355M	Buy	603,616 +6,773	+1%	+$4.01M	11.62%	1
2024 Q3	$344M	Buy	596,843 +14,662	+3%	+$8.15M	11.31%	1
2024 Q2	$319M	Buy	582,181 +68,811	+13%	+$36.2M	11.15%	1
2024 Q1	$270M	Buy	513,370 +26,489	+5%	+$13.3M	9.64%	1
2023 Q4	$233M	Buy	+486,881	New	+$218M	9.02%	1

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

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

Quotient Wealth Partners increased its iShares Core S&P 500 ETF (IVV) stake by 1.1% in Q2 2026, buying an estimated $6.26M and bringing the position to 801,678 shares worth $600M. The position accounts for 14.18% of the portfolio, ranked #1.

Quotient Wealth Partners first reported a position in IVV in Q4 2023 and has held it in 11 quarters since. 4,115 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Quotient Wealth Partners held 801,678 shares of iShares Core S&P 500 ETF worth $600M as of Q2 2026.
Quotient Wealth Partners bought 8,594 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $6.26M.
iShares Core S&P 500 ETF made up 14.18% of Quotient Wealth Partners's portfolio in Q2 2026, its #1 holding.
Quotient Wealth Partners first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
4,115 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Quotient Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.