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Vantage Financial Partners (Wisconsin)’s iShares Core S&P 500 ETF IVV Stock Holding History

Vantage Financial Partners (Wisconsin)’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
2025
Q4 		$25.6M Sell
37,356
-203
-0.5% -$138K 5.19% 4
2025
Q3 		$25.1M Sell
37,559
-464
-1% -$299K 5.29% 4
2025
Q2 		$23.6M Sell
38,023
-17,825
-32% -$10.2M 5.45% 4
2025
Q1 		$31.4M Buy
55,848
+518
+0.9% +$306K 7.8% 2
2024
Q4 		$32.6M Buy
55,330
+1,634
+3% +$967K 8.15% 3
2024
Q3 		$31M Buy
53,696
+14,651
+38% +$8.15M 7.68% 3
2024
Q2 		$21.4M Buy
39,045
+1,365
+4% +$718K 5.55% 5
2024
Q1 		$19.8M Buy
37,680
+79
+0.2% +$39.5K 5.33% 5
2023
Q4 		$18M Buy
37,601
+11,715
+45% +$5.24M 5.27% 5
2023
Q3 		$11.1M Buy
25,886
+517
+2% +$231K 4.37% 7
2023
Q2 		$11.3M Buy
25,369
+690
+3% +$291K 4.23% 6
2023
Q1 		$10.1M Sell
24,679
-789
-3% -$316K 4.03% 6
2022
Q4 		$9.79M Sell
25,468
-5,625
-18% -$2.17M 5.83% 5
2022
Q3 		$11.2M Sell
31,093
-66,976
-68% -$26.7M 7.51% 4
2022
Q2 		$37.2M Buy
98,069
+165
+0.2% +$67.9K 21.94% 2
2022
Q1 		$44.4M Sell
97,904
-2,255
-2% -$1.01M 22.7% 2
2021
Q4 		$47.8M Buy
+100,159
New +$46.2M 18.7% 1

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Vantage Financial Partners (Wisconsin)'s IVV Position: Q4 2025 in Review

Vantage Financial Partners (Wisconsin) reduced its iShares Core S&P 500 ETF (IVV) stake by 0.54% in Q4 2025, selling an estimated $138K and leaving 37,356 shares worth $25.6M. The position accounts for 5.19% of the portfolio, ranked #4.

Vantage Financial Partners (Wisconsin) first reported a position in IVV in Q4 2021 and has held it in 17 quarters since. The position peaked at $47.8M in Q4 2021. 4,013 funds tracked by Wall St. Rank hold IVV as of Q4 2025.

  • Vantage Financial Partners (Wisconsin) held 37,356 shares of iShares Core S&P 500 ETF worth $25.6M as of Q4 2025.
  • Vantage Financial Partners (Wisconsin) sold 203 iShares Core S&P 500 ETF shares in Q4 2025, an estimated $138K.
  • iShares Core S&P 500 ETF made up 5.19% of Vantage Financial Partners (Wisconsin)'s portfolio in Q4 2025, its #4 holding.
  • Vantage Financial Partners (Wisconsin) first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 17 quarters since.
  • Vantage Financial Partners (Wisconsin)'s iShares Core S&P 500 ETF position peaked at $47.8M in Q4 2021.
  • 4,013 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2025, filed 3 Feb 2026.