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

SWS 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 		$39.3M Buy
60,166
+2,032
+3% +$1.39M 9.69% 1
2025
Q4 		$39.8M Buy
58,134
+773
+1% +$525K 9.61% 1
2025
Q3 		$38.4M Buy
57,361
+475
+0.8% +$306K 9.37% 1
2025
Q2 		$35.3M Buy
56,886
+4,002
+8% +$2.3M 9.53% 1
2025
Q1 		$29.7M Sell
52,884
-790
-1% -$467K 9.75% 1
2024
Q4 		$31.6M Buy
53,674
+5,939
+12% +$3.52M 9.57% 1
2024
Q3 		$27.5M Buy
47,735
+671
+1% +$373K 8.77% 1
2024
Q2 		$25.8M Sell
47,064
-1,571
-3% -$826K 7.7% 1
2024
Q1 		$25.6M Sell
48,635
-1,450
-3% -$726K 7.65% 1
2023
Q4 		$23.9M Buy
50,085
+10,610
+27% +$4.75M 7.8% 1
2023
Q3 		$17M Buy
39,475
+331
+0.8% +$148K 6.27% 1
2023
Q2 		$17.4M Sell
39,144
-732
-2% -$308K 6.29% 1
2023
Q1 		$16.4M Buy
39,876
+4,585
+13% +$1.84M 6.1% 1
2022
Q4 		$13.6M Buy
35,291
+460
+1% +$178K 6.43% 2
2022
Q3 		$12.5M Buy
+34,831
New +$13.9M 5.79% 1
2021
Q1 		– Sell
-21,717
Closed -$8.15M – 94
2020
Q4 		$8.15M Buy
21,717
+1,193
+6% +$425K 3.63% 4
2020
Q3 		$6.9M Buy
+20,524
New +$6.83M 3.46% 7
2020
Q2 		– Sell
-21,691
Closed -$5.61M – 88
2020
Q1 		$5.61M Buy
+21,691
New +$6.65M 4.01% 5
2019
Q3 		$6.64M Buy
21,204
+1,435
+7% +$427K 3.93% 5
2019
Q2 		$5.94M Buy
+19,769
New +$5.73M 3.78% 5
2018
Q4 		$3.52M Buy
14,006
+2,318
+20% +$629K 2.67% 6
2018
Q3 		$3.42M Buy
11,688
+1,622
+16% +$465K 2.17% 7
2018
Q2 		$2.75M Buy
10,066
+2,933
+41% +$798K 1.93% 8
2018
Q1 		$1.85M Buy
7,133
+4,586
+180% +$1.26M 1.36% 18
2017
Q4 		$685K Buy
+2,547
New +$667K 0.51% 50

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

SWS Partners's IVV Position: Q1 2026 in Review

SWS Partners increased its iShares Core S&P 500 ETF (IVV) stake by 3.5% in Q1 2026, buying an estimated $1.39M and bringing the position to 60,166 shares worth $39.3M. The position accounts for 9.69% of the portfolio, ranked #1.

SWS Partners first reported a position in IVV in Q4 2017 and has held it in 25 quarters since. The position peaked at $39.8M in Q4 2025. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • SWS Partners held 60,166 shares of iShares Core S&P 500 ETF worth $39.3M as of Q1 2026.
  • SWS Partners bought 2,032 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $1.39M.
  • iShares Core S&P 500 ETF made up 9.69% of SWS Partners's portfolio in Q1 2026, its #1 holding.
  • SWS Partners first reported a position in iShares Core S&P 500 ETF in Q4 2017 and has held it in 25 quarters since.
  • SWS Partners's iShares Core S&P 500 ETF position peaked at $39.8M in Q4 2025.
  • 3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on SWS Partners's 13F filing for Q1 2026, filed 21 Apr 2026.