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

Ridgecrest 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 		$7.49M Sell
9,999
-340
-3% -$248K 3.61% 6
2026
Q1 		$6.75M Buy
10,339
+28
+0.3% +$19.1K 3.73% 7
2025
Q4 		$7.06M Sell
10,311
-1,754
-15% -$1.19M 3.83% 8
2025
Q3 		$8.08M Sell
12,065
-1
-0% -$644 3.65% 8
2025
Q2 		$7.49M Buy
12,066
+983
+9% +$564K 3.95% 7
2025
Q1 		$6.23M Sell
11,083
-81
-0.7% -$47.8K 3.26% 8
2024
Q4 		$6.57M Sell
11,164
-515
-4% -$305K 3.56% 8
2024
Q3 		$6.74M Sell
11,679
-310
-3% -$172K 3.51% 8
2024
Q2 		$6.56M Sell
11,989
-75
-0.6% -$39.4K 3.95% 7
2024
Q1 		$6.34M Sell
12,064
-130
-1% -$65K 3.78% 7
2023
Q4 		$5.82M Sell
12,194
-455
-4% -$204K 3.85% 5
2023
Q3 		$5.43M Sell
12,649
-229
-2% -$102K 3.81% 6
2023
Q2 		$5.74M Sell
12,878
-354
-3% -$149K 3.8% 6
2023
Q1 		$5.44M Sell
13,232
-152
-1% -$60.9K 3.88% 5
2022
Q4 		$5.14M Sell
13,384
-597
-4% -$230K 3.91% 5
2022
Q3 		$5.01M Buy
13,981
+390
+3% +$156K 4.09% 5
2022
Q2 		$5.15M Buy
13,591
+780
+6% +$321K 3.75% 5
2022
Q1 		$5.81M Buy
12,811
+97
+0.8% +$43.4K 3.69% 6
2021
Q4 		$6.06M Sell
12,714
-239
-2% -$110K 2.95% 7
2021
Q3 		$5.58M Sell
12,953
-36
-0.3% -$16K 3.04% 6
2021
Q2 		$5.58M Buy
12,989
+4,883
+60% +$2.05M 3.49% 6
2021
Q1 		$3.23M Buy
+8,106
New +$3.14M 3.07% 7

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

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

Ridgecrest Wealth Partners reduced its iShares Core S&P 500 ETF (IVV) stake by 3.3% in Q2 2026, selling an estimated $248K and leaving 9,999 shares worth $7.49M. The position accounts for 3.61% of the portfolio, ranked #6.

Ridgecrest Wealth Partners first reported a position in IVV in Q1 2021 and has held it in 22 quarters since. The position peaked at $8.08M in Q3 2025. 4,085 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Ridgecrest Wealth Partners held 9,999 shares of iShares Core S&P 500 ETF worth $7.49M as of Q2 2026.
  • Ridgecrest Wealth Partners sold 340 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $248K.
  • iShares Core S&P 500 ETF made up 3.61% of Ridgecrest Wealth Partners's portfolio in Q2 2026, its #6 holding.
  • Ridgecrest Wealth Partners first reported a position in iShares Core S&P 500 ETF in Q1 2021 and has held it in 22 quarters since.
  • Ridgecrest Wealth Partners's iShares Core S&P 500 ETF position peaked at $8.08M in Q3 2025.
  • 4,085 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Ridgecrest Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.