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

SIMA 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 		$20.2M Sell
26,925
-1,547
-5% -$1.13M 14.29% 1
2026
Q1 		$18.6M Sell
28,472
-168
-0.6% -$115K 14.17% 1
2025
Q4 		$19.6M Sell
28,640
-3,446
-11% -$2.34M 14.92% 1
2025
Q3 		$21.5M Sell
32,086
-267
-0.8% -$172K 16.42% 1
2025
Q2 		$20.1M Sell
32,353
-679
-2% -$390K 16.22% 1
2025
Q1 		$18.6M Buy
33,032
+1,513
+5% +$893K 15.41% 1
2024
Q4 		$18.6M Buy
31,519
+2,050
+7% +$1.21M 15.77% 1
2024
Q3 		$17M Buy
29,469
+2,416
+9% +$1.34M 14.76% 1
2024
Q2 		$14.8M Buy
+27,053
New +$14.2M 14.11% 1

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

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

SIMA Wealth Partners reduced its iShares Core S&P 500 ETF (IVV) stake by 5.4% in Q2 2026, selling an estimated $1.13M and leaving 26,925 shares worth $20.2M. The position accounts for 14.29% of the portfolio, ranked #1.

SIMA Wealth Partners first reported a position in IVV in Q2 2024 and has held it in 9 quarters since. The position peaked at $21.5M in Q3 2025. 4,076 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • SIMA Wealth Partners held 26,925 shares of iShares Core S&P 500 ETF worth $20.2M as of Q2 2026.
  • SIMA Wealth Partners sold 1,547 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $1.13M.
  • iShares Core S&P 500 ETF made up 14.29% of SIMA Wealth Partners's portfolio in Q2 2026, its #1 holding.
  • SIMA Wealth Partners first reported a position in iShares Core S&P 500 ETF in Q2 2024 and has held it in 9 quarters since.
  • SIMA Wealth Partners's iShares Core S&P 500 ETF position peaked at $21.5M in Q3 2025.
  • 4,076 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

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