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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
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

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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

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

Uniting Wealth Partners reduced its iShares Core S&P 500 ETF (IVV) stake by 35% in Q1 2026, selling an estimated $140K and leaving 384 shares worth $251K. The position accounts for 0.05% of the portfolio, ranked #173.

Uniting Wealth Partners first reported a position in IVV in Q3 2025 and has held it in 3 quarters since. The position peaked at $403K in Q4 2025. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Uniting Wealth Partners held 384 shares of iShares Core S&P 500 ETF worth $251K as of Q1 2026.
  • Uniting Wealth Partners sold 205 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $140K.
  • iShares Core S&P 500 ETF made up 0.05% of Uniting Wealth Partners's portfolio in Q1 2026, its #173 holding.
  • Uniting Wealth Partners first reported a position in iShares Core S&P 500 ETF in Q3 2025 and has held it in 3 quarters since.
  • Uniting Wealth Partners's iShares Core S&P 500 ETF position peaked at $403K in Q4 2025.
  • 3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Uniting Wealth Partners's 13F filing for Q1 2026, filed 22 Apr 2026.