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Sellwood Investment Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

Sellwood Investment 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 		$519K Buy
693
+275
+66% +$200K 0.18% 33
2026
Q1 		$273K Buy
418
+397
+1,890% +$271K 0.11% 35
2025
Q4 		$14.4K Hold
21
– – 0.01% 50
2025
Q3 		$14.1K Hold
21
– – 0.01% 64
2025
Q2 		$13K Hold
21
– – 0.01% 44
2025
Q1 		$11.8K Sell
21
-33
-61% -$19.5K 0.01% 34
2024
Q4 		$31.8K Buy
+54
New +$32K 0.02% 44

Other funds holding IVV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
Envestnet Portfolio Solutions
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

Sellwood Investment Partners's IVV Position: Q2 2026 in Review

Sellwood Investment Partners increased its iShares Core S&P 500 ETF (IVV) stake by 66% in Q2 2026, buying an estimated $200K and bringing the position to 693 shares worth $519K. The position accounts for 0.18% of the portfolio, ranked #33.

Sellwood Investment Partners first reported a position in IVV in Q4 2024 and has held it in 7 quarters since. 2,306 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Sellwood Investment Partners held 693 shares of iShares Core S&P 500 ETF worth $519K as of Q2 2026.
  • Sellwood Investment Partners bought 275 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $200K.
  • iShares Core S&P 500 ETF made up 0.18% of Sellwood Investment Partners's portfolio in Q2 2026, its #33 holding.
  • Sellwood Investment Partners first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
  • 2,306 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Sellwood Investment Partners's 13F filing for Q2 2026, filed 28 Jul 2026.