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

Summit 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 		$28.3M Buy
43,350
+1,701
+4% +$1.16M 4.48% 1
2025
Q4 		$28.5M Buy
41,649
+2,179
+6% +$1.48M 5.27% 1
2025
Q3 		$26.4M Buy
39,470
+3,691
+10% +$2.38M 4.77% 1
2025
Q2 		$22.2M Buy
35,779
+17,506
+96% +$10.1M 4.24% 5
2025
Q1 		$10.3M Buy
18,273
+4,319
+31% +$2.55M 2.08% 13
2024
Q4 		$8.21M Sell
13,954
-3,563
-20% -$2.11M 1.69% 19
2024
Q3 		$10.1M Buy
17,517
+1,262
+8% +$702K 1.95% 14
2024
Q2 		$8.9M Buy
16,255
+3,973
+32% +$2.09M 1.85% 15
2024
Q1 		$6.46M Buy
12,282
+5,296
+76% +$2.65M 1.38% 20
2023
Q4 		$3.34M Buy
6,986
+215
+3% +$96.2K 0.77% 33
2023
Q3 		$2.91M Buy
6,771
+1,883
+39% +$842K 0.74% 32
2023
Q2 		$2.18M Sell
4,888
-55
-1% -$23.2K 0.55% 38
2023
Q1 		$2.03M Buy
4,943
+144
+3% +$57.7K 0.52% 38
2022
Q4 		$1.84M Sell
4,799
-79
-2% -$30.5K 0.49% 40
2022
Q3 		$1.75M Sell
4,878
-586
-11% -$234K 0.49% 38
2022
Q2 		$2.07M Sell
5,464
-1,397
-20% -$575K 0.55% 35
2022
Q1 		$3.11M Sell
6,861
-973
-12% -$435K 0.7% 30
2021
Q4 		$3.74M Buy
7,834
+109
+1% +$50.2K 0.8% 29
2021
Q3 		$3.33M Sell
7,725
-190
-2% -$84.2K 0.79% 28
2021
Q2 		$3.4M Sell
7,915
-494
-6% -$207K 0.81% 29
2021
Q1 		$3.35M Sell
8,409
-800
-9% -$310K 0.86% 28
2020
Q4 		$3.46M Buy
9,209
+239
+3% +$85.1K 0.94% 27
2020
Q3 		$3.01M Sell
8,970
-1,329
-13% -$442K 0.91% 26
2020
Q2 		$3.19M Buy
10,299
+6,894
+202% +$2.02M 1.03% 27
2020
Q1 		$880K Buy
3,405
+2,300
+208% +$705K 0.36% 45
2019
Q4 		$357K Buy
+1,105
New +$342K 0.12% 81

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

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

Summit Wealth Partners increased its iShares Core S&P 500 ETF (IVV) stake by 4.1% in Q1 2026, buying an estimated $1.16M and bringing the position to 43,350 shares worth $28.3M. The position accounts for 4.48% of the portfolio, ranked #1.

Summit Wealth Partners first reported a position in IVV in Q4 2019 and has held it in 26 quarters since. The position peaked at $28.5M in Q4 2025. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Summit Wealth Partners held 43,350 shares of iShares Core S&P 500 ETF worth $28.3M as of Q1 2026.
  • Summit Wealth Partners bought 1,701 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $1.16M.
  • iShares Core S&P 500 ETF made up 4.48% of Summit Wealth Partners's portfolio in Q1 2026, its #1 holding.
  • Summit Wealth Partners first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 26 quarters since.
  • Summit Wealth Partners's iShares Core S&P 500 ETF position peaked at $28.5M in Q4 2025.
  • 3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Summit Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.