Spartan Planning & Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Spartan Planning & Wealth Management’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	$1.1M	Buy	1,470 +261	+22%	+$190K	0.73%	31
2026 Q1	$790K	Sell	1,209 -952	-44%	-$650K	0.58%	29
2025 Q4	$1.48M	Sell	2,161 -132	-6%	-$89.6K	1.09%	20
2025 Q3	$1.53M	Sell	2,293 -194	-8%	-$125K	1.2%	20
2025 Q2	$1.54M	Buy	2,487 +624	+33%	+$358K	1.32%	18
2025 Q1	$1.05M	Sell	1,863 -2,862	-61%	-$1.69M	1.01%	25
2024 Q4	$2.78M	Buy	+4,725	New	+$2.8M	2.54%	13
2023 Q4	$7.33M	Buy	15,347 +8,555	+126%	+$3.83M	7.81%	2
2023 Q3	$2.92M	Buy	+6,792	New	+$3.04M	3.42%	7
2022 Q4	$272K	Buy	708 +630	+808%	+$243K	0.34%	48
2022 Q3	$28K	Sell	78 -7	-8%	-$2.79K	0.04%	52
2022 Q2	$32K	Sell	85 -363	-81%	-$149K	0.04%	63
2022 Q1	$203K	Buy	+448	New	+$200K	0.25%	52

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Spartan Planning & Wealth Management's IVV Position: Q2 2026 in Review

Spartan Planning & Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 22% in Q2 2026, buying an estimated $190K and bringing the position to 1,470 shares worth $1.1M. The position accounts for 0.73% of the portfolio, ranked #31.

Spartan Planning & Wealth Management first reported a position in IVV in Q1 2022 and has held it in 13 quarters since. The position peaked at $7.33M in Q4 2023. 4,085 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Spartan Planning & Wealth Management held 1,470 shares of iShares Core S&P 500 ETF worth $1.1M as of Q2 2026.
Spartan Planning & Wealth Management bought 261 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $190K.
iShares Core S&P 500 ETF made up 0.73% of Spartan Planning & Wealth Management's portfolio in Q2 2026, its #31 holding.
Spartan Planning & Wealth Management first reported a position in iShares Core S&P 500 ETF in Q1 2022 and has held it in 13 quarters since.
Spartan Planning & Wealth Management's iShares Core S&P 500 ETF position peaked at $7.33M in Q4 2023.
4,085 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Spartan Planning & Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.