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

Semus 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 Q1	$5.65M	Buy	8,644 +638	+8%	+$436K	3.15%	5
2025 Q4	$5.48M	Buy	8,006 +7	+0.1%	+$4.75K	2.95%	7
2025 Q3	$5.35M	Buy	7,999 +73	+0.9%	+$47K	3.03%	6
2025 Q2	$4.92M	Sell	7,926 -1,835	-19%	-$1.05M	3.19%	4
2025 Q1	$5.48M	Sell	9,761 -57	-0.6%	-$33.7K	3.82%	3
2024 Q4	$5.78M	Buy	9,818 +603	+7%	+$357K	3.83%	3
2024 Q3	$5.32M	Buy	9,215 +625	+7%	+$348K	3.72%	3
2024 Q2	$4.7M	Sell	8,590 -763	-8%	-$401K	3.63%	4
2024 Q1	$4.92M	Sell	9,353 -3,612	-28%	-$1.81M	4.14%	2
2023 Q4	$6.19M	Buy	12,965 +841	+7%	+$376K	5.07%	2
2023 Q3	$5.21M	Buy	12,124 +1,062	+10%	+$475K	4.85%	2
2023 Q2	$4.93M	Buy	11,062 +614	+6%	+$259K	4.53%	2
2023 Q1	$4.3M	Sell	10,448 -238	-2%	-$95.4K	4.62%	2
2022 Q4	$4.11M	Buy	+10,686	New	+$4.12M	4.99%	2

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Semus Wealth Partners's IVV Position: Q1 2026 in Review

Semus Wealth Partners increased its iShares Core S&P 500 ETF (IVV) stake by 8% in Q1 2026, buying an estimated $436K and bringing the position to 8,644 shares worth $5.65M. The position accounts for 3.15% of the portfolio, ranked #5.

Semus Wealth Partners first reported a position in IVV in Q4 2022 and has held it in 14 quarters since. The position peaked at $6.19M in Q4 2023. 3,978 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Semus Wealth Partners held 8,644 shares of iShares Core S&P 500 ETF worth $5.65M as of Q1 2026.
Semus Wealth Partners bought 638 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $436K.
iShares Core S&P 500 ETF made up 3.15% of Semus Wealth Partners's portfolio in Q1 2026, its #5 holding.
Semus Wealth Partners first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 14 quarters since.
Semus Wealth Partners's iShares Core S&P 500 ETF position peaked at $6.19M in Q4 2023.
3,978 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Semus Wealth Partners's 13F filing for Q1 2026, filed 24 Apr 2026.