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

Uniting 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
Q2 		$277K Sell
370
-14
-4% -$10.2K 0.06% 159
2026
Q1 		$251K Sell
384
-205
-35% -$140K 0.05% 173
2025
Q4 		$403K Hold
589
– – 0.12% 94
2025
Q3 		$394K Buy
+589
New +$379K 0.09% 112

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Uniting Wealth Partners's IVV Position: Q2 2026 in Review

Uniting Wealth Partners reduced its iShares Core S&P 500 ETF (IVV) stake by 3.6% in Q2 2026, selling an estimated $10.2K and leaving 370 shares worth $277K. The position accounts for 0.06% of the portfolio, ranked #159.

Uniting Wealth Partners first reported a position in IVV in Q3 2025 and has held it in 4 quarters since. The position peaked at $403K in Q4 2025. 4,123 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Uniting Wealth Partners held 370 shares of iShares Core S&P 500 ETF worth $277K as of Q2 2026.
  • Uniting Wealth Partners sold 14 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $10.2K.
  • iShares Core S&P 500 ETF made up 0.06% of Uniting Wealth Partners's portfolio in Q2 2026, its #159 holding.
  • Uniting Wealth Partners first reported a position in iShares Core S&P 500 ETF in Q3 2025 and has held it in 4 quarters since.
  • Uniting Wealth Partners's iShares Core S&P 500 ETF position peaked at $403K in Q4 2025.
  • 4,123 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Uniting Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.