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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$542K Sell
830
-10
-1% -$6.83K 0.33% 31
2025
Q4
$575K Hold
840
0.34% 29
2025
Q3
$562K Buy
840
+198
+31% +$128K 0.35% 30
2025
Q2
$399K Buy
+642
New +$369K 0.27% 44

Other funds holding IVV

Traction Financial Partners's IVV Position: Q1 2026 in Review

Traction Financial Partners reduced its iShares Core S&P 500 ETF (IVV) stake by 1.2% in Q1 2026, selling an estimated $6.83K and leaving 830 shares worth $542K. The position accounts for 0.33% of the portfolio, ranked #31.

Traction Financial Partners first reported a position in IVV in Q2 2025 and has held it in 4 quarters since. The position peaked at $575K in Q4 2025. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Traction Financial Partners held 830 shares of iShares Core S&P 500 ETF worth $542K as of Q1 2026.
  • Traction Financial Partners sold 10 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $6.83K.
  • iShares Core S&P 500 ETF made up 0.33% of Traction Financial Partners's portfolio in Q1 2026, its #31 holding.
  • Traction Financial Partners first reported a position in iShares Core S&P 500 ETF in Q2 2025 and has held it in 4 quarters since.
  • Traction Financial Partners's iShares Core S&P 500 ETF position peaked at $575K in Q4 2025.
  • 3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Traction Financial Partners's 13F filing for Q1 2026, filed 14 May 2026.