Quotient Wealth Partners’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
Quotient Wealth Partners's IVV Position: Q1 2026 in Review
Quotient Wealth Partners increased its iShares Core S&P 500 ETF (IVV) stake by 4.1% in Q1 2026, buying an estimated $21.5M and bringing the position to 793,084 shares worth $518M. The position accounts for 13.63% of the portfolio, ranked #1.
Quotient Wealth Partners first reported a position in IVV in Q4 2023 and has held it in 10 quarters since. The position peaked at $522M in Q4 2025. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.
- Quotient Wealth Partners held 793,084 shares of iShares Core S&P 500 ETF worth $518M as of Q1 2026.
- Quotient Wealth Partners bought 31,433 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $21.5M.
- iShares Core S&P 500 ETF made up 13.63% of Quotient Wealth Partners's portfolio in Q1 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 10 quarters since.
- Quotient Wealth Partners's iShares Core S&P 500 ETF position peaked at $522M in Q4 2025.
- 3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.
Based on Quotient Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.