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

Signature Wealth Management 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 		$2.6M Sell
3,473
-53
-2% -$38.6K 1.21% 18
2026
Q1 		$2.3M Buy
3,526
+229
+7% +$156K 1.16% 17
2025
Q4 		$2.26M Sell
3,297
-26
-0.8% -$17.7K 1.12% 17
2025
Q3 		$2.22M Buy
3,323
+13
+0.4% +$8.37K 1.16% 18
2025
Q2 		$2.06M Buy
3,310
+292
+10% +$168K 1.17% 15
2025
Q1 		$1.7M Buy
3,018
+124
+4% +$73.2K 1.11% 17
2024
Q4 		$1.7M Buy
2,894
+91
+3% +$53.9K 1.17% 15
2024
Q3 		$1.62M Sell
2,803
-23
-0.8% -$12.8K 1.17% 16
2024
Q2 		$1.55M Buy
2,826
+85
+3% +$44.7K 1.18% 16
2024
Q1 		$1.44M Sell
2,741
-157
-5% -$78.6K 1.17% 19
2023
Q4 		$1.38M Sell
2,898
-11
-0.4% -$4.92K 1.21% 16
2023
Q3 		$1.25M Sell
2,909
-195
-6% -$87.2K 1.22% 17
2023
Q2 		$1.38M Sell
3,104
-66
-2% -$27.8K 1.28% 14
2023
Q1 		$1.3M Sell
3,170
-152
-5% -$60.9K 1.21% 21
2022
Q4 		$1.28M Sell
3,322
-120
-3% -$46.3K 1.26% 19
2022
Q3 		$1.24M Sell
3,442
-7
-0.2% -$2.79K 1.36% 18
2022
Q2 		$1.31M Buy
3,449
+51
+2% +$21K 1.34% 18
2022
Q1 		$1.54M Sell
3,398
-37
-1% -$16.5K 1.31% 18
2021
Q4 		$1.64M Sell
3,435
-55
-2% -$25.3K 1.39% 17
2021
Q3 		$1.5M Sell
3,490
-353
-9% -$156K 1.36% 19
2021
Q2 		$1.65M Buy
3,843
+825
+27% +$346K 1.5% 18
2021
Q1 		$1.2M Buy
3,018
+482
+19% +$187K 1.15% 23
2020
Q4 		$952K Buy
+2,536
New +$903K 0.95% 25

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

Signature Wealth Management Partners's IVV Position: Q2 2026 in Review

Signature Wealth Management Partners reduced its iShares Core S&P 500 ETF (IVV) stake by 1.5% in Q2 2026, selling an estimated $38.6K and leaving 3,473 shares worth $2.6M. The position accounts for 1.21% of the portfolio, ranked #18.

Signature Wealth Management Partners first reported a position in IVV in Q4 2020 and has held it in 23 quarters since. 4,089 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Signature Wealth Management Partners held 3,473 shares of iShares Core S&P 500 ETF worth $2.6M as of Q2 2026.
  • Signature Wealth Management Partners sold 53 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $38.6K.
  • iShares Core S&P 500 ETF made up 1.21% of Signature Wealth Management Partners's portfolio in Q2 2026, its #18 holding.
  • Signature Wealth Management Partners first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 23 quarters since.
  • 4,089 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Signature Wealth Management Partners's 13F filing for Q2 2026, filed 29 Jul 2026.