SPP
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Single Point Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

Single Point 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 		$167M Sell
222,628
-1,376
-0.6% -$1M 29.35% 1
2026
Q1 		$146M Buy
224,004
+2,095
+0.9% +$1.43M 29.12% 1
2025
Q4 		$152M Buy
221,909
+421
+0.2% +$286K 30.05% 1
2025
Q3 		$148M Buy
221,488
+2,759
+1% +$1.78M 30.09% 1
2025
Q2 		$136M Sell
218,729
-533
-0.2% -$306K 29.7% 1
2025
Q1 		$123M Buy
219,262
+4,910
+2% +$2.9M 28.92% 1
2024
Q4 		$126M Buy
+214,352
New +$127M 29.06% 1
2024
Q2 		– Sell
-214,217
Closed -$113M – 51
2024
Q1 		$113M Sell
214,217
-3,596
-2% -$1.8M 26.16% 1
2023
Q4 		$99.5M Sell
217,813
-16,195
-7% -$7.25M 24.8% 1
2023
Q3 		$98.1M Buy
+234,008
New +$105M 25.74% 1
2023
Q2 		– Sell
-254,363
Closed -$105M – 106
2023
Q1 		$105M Buy
254,363
+24,595
+11% +$9.86M 22.86% 1
2022
Q4 		$88.3M Buy
229,768
+16,119
+8% +$6.22M 21.22% 1
2022
Q3 		$76.6M Sell
213,649
-43,348
-17% -$17.3M 21.04% 1
2022
Q2 		$97.4M Buy
256,997
+7,736
+3% +$3.18M 26.58% 1
2022
Q1 		$113M Buy
249,261
+13,342
+6% +$5.97M 28.83% 1
2021
Q4 		$113M Buy
+235,919
New +$109M 30.14% 1
2021
Q3 		– Sell
-218,438
Closed -$93.9M – 54
2021
Q2 		$93.9M Buy
218,438
+17,040
+8% +$7.14M 32.34% 1
2021
Q1 		$81M Buy
201,398
+58,743
+41% +$22.7M 29.62% 1
2020
Q4 		$53.6M Buy
142,655
+8,769
+7% +$3.12M 24.13% 1
2020
Q3 		$45M Buy
133,886
+7,256
+6% +$2.41M 23.92% 1
2020
Q2 		$39.2M Buy
126,630
+3,682
+3% +$1.08M 22.82% 1
2020
Q1 		$31.8M Buy
122,948
+189
+0.2% +$57.9K 22.02% 1
2019
Q4 		$39.7M Buy
+122,759
New +$38M 24.03% 1

Other funds holding IVV

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
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
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

Single Point Partners's IVV Position: Q2 2026 in Review

Single Point Partners reduced its iShares Core S&P 500 ETF (IVV) stake by 0.61% in Q2 2026, selling an estimated $1M and leaving 222,628 shares worth $167M. The position accounts for 29.35% of the portfolio, ranked #1.

Single Point Partners first reported a position in IVV in Q4 2019 and has held it in 23 quarters since. 1,812 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Single Point Partners held 222,628 shares of iShares Core S&P 500 ETF worth $167M as of Q2 2026.
  • Single Point Partners sold 1,376 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $1M.
  • iShares Core S&P 500 ETF made up 29.35% of Single Point Partners's portfolio in Q2 2026, its #1 holding.
  • Single Point Partners first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 23 quarters since.
  • 1,812 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Single Point Partners's 13F filing for Q2 2026, filed 16 Jul 2026.