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

Strategic 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 		$14.1M Buy
21,642
+1,169
+6% +$798K 0.98% 24
2025
Q4 		$14M Buy
20,473
+207
+1% +$141K 0.96% 25
2025
Q3 		$13.6M Buy
20,266
+265
+1% +$171K 1.01% 20
2025
Q2 		$12.4M Buy
+20,001
New +$11.5M 0.98% 22
2024
Q4 		$10.2M Buy
16,707
+1,970
+13% +$1.17M 0.85% 34
2024
Q3 		$8.5M Sell
14,737
-1,586
-10% -$882K 0.82% 35
2024
Q2 		$8.93M Sell
16,323
-350
-2% -$184K 0.93% 26
2024
Q1 		$8.77M Buy
16,673
+1,605
+11% +$803K 0.96% 24
2023
Q4 		$7.2M Sell
15,068
-136
-0.9% -$60.9K 0.89% 26
2023
Q3 		$6.53M Sell
15,204
-314
-2% -$140K 0.86% 20
2023
Q2 		$6.92M Buy
15,518
+1,010
+7% +$426K 0.89% 19
2023
Q1 		$5.96M Buy
14,508
+982
+7% +$394K 0.91% 21
2022
Q4 		$5.2M Sell
13,526
-4,730
-26% -$1.83M 0.97% 23
2022
Q3 		$6.55M Buy
18,256
+15,367
+532% +$6.14M 1.39% 13
2022
Q2 		$1.09M Buy
2,889
+430
+17% +$177K 0.24% 113
2022
Q1 		$1.12M Sell
2,459
-24
-1% -$10.7K 0.22% 127
2021
Q4 		$1.18M Sell
2,483
-403
-14% -$186K 0.22% 128
2021
Q3 		$1.24M Buy
2,886
+1,531
+113% +$678K 0.37% 81
2021
Q2 		$583K Buy
+1,355
New +$568K 0.19% 131
2020
Q2 		– Sell
-777
Closed -$251K – 149
2020
Q1 		$251K Hold
777
– – 0.13% 120
2019
Q4 		$251K Sell
777
-3,549
-82% -$1.1M 0.13% 120
2019
Q3 		$1.06M Sell
4,326
-61
-1% -$18.1K 5.45% 3
2019
Q2 		$1.29M Sell
4,387
-360
-8% -$104K 0.62% 46
2019
Q1 		$1.36M Buy
4,747
+2,996
+171% +$819K 0.62% 46
2018
Q4 		$460K Sell
1,751
-167
-9% -$45.4K 0.23% 98
2018
Q3 		$561K Sell
1,918
-905
-32% -$260K 0.3% 88
2018
Q2 		$771K Sell
2,823
-978
-26% -$266K 0.45% 74
2018
Q1 		$1.01M Sell
3,801
-14,117
-79% -$3.88M 0.52% 65
2017
Q4 		$4.66M Buy
+17,918
New +$4.69M 2.59% 2

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Strategic Wealth Partners increased its iShares Core S&P 500 ETF (IVV) stake by 5.7% in Q1 2026, buying an estimated $798K and bringing the position to 21,642 shares worth $14.1M. The position accounts for 0.98% of the portfolio, ranked #24.

Strategic Wealth Partners first reported a position in IVV in Q4 2017 and has held it in 29 quarters since. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Strategic Wealth Partners held 21,642 shares of iShares Core S&P 500 ETF worth $14.1M as of Q1 2026.
  • Strategic Wealth Partners bought 1,169 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $798K.
  • iShares Core S&P 500 ETF made up 0.98% of Strategic Wealth Partners's portfolio in Q1 2026, its #24 holding.
  • Strategic Wealth Partners first reported a position in iShares Core S&P 500 ETF in Q4 2017 and has held it in 29 quarters since.
  • 3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.