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

Vertex Planning 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
2025
Q4 		– Sell
-8,832
Closed -$5.91M – 161
2025
Q3 		$5.91M Sell
8,832
-50
-0.6% -$32.2K 1.13% 21
2025
Q2 		$5.52M Sell
8,882
-862
-9% -$495K 1.15% 20
2025
Q1 		$5.48M Buy
9,744
+99
+1% +$58.5K 1.2% 22
2024
Q4 		$5.68M Sell
9,645
-43,405
-82% -$25.7M 1.25% 18
2024
Q3 		$30.6M Sell
53,050
-303
-0.6% -$168K 7.32% 4
2024
Q2 		$29.2M Buy
53,353
+255
+0.5% +$134K 7.58% 4
2024
Q1 		$27.9M Buy
53,098
+598
+1% +$299K 7.72% 4
2023
Q4 		$25.1M Buy
52,500
+4,027
+8% +$1.8M 7.43% 4
2023
Q3 		$20.8M Sell
48,473
-381
-0.8% -$170K 7.16% 4
2023
Q2 		$21.8M Sell
48,854
-1,270
-3% -$535K 7.42% 4
2023
Q1 		$20.6M Sell
50,124
-770
-2% -$309K 7.76% 4
2022
Q4 		$19.6M Buy
+50,894
New +$19.6M 7.63% 4

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
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

Vertex Planning Partners's IVV Position: Q4 2025 in Review

Vertex Planning Partners sold out of iShares Core S&P 500 ETF (IVV) in Q4 2025, closing a stake of 8,832 shares — an estimated $5.91M sold.

Vertex Planning Partners first reported a position in IVV in Q4 2022 and held it in 12 quarters. The position peaked at $30.6M in Q3 2024. 3,999 funds tracked by Wall St. Rank hold IVV as of Q4 2025.

  • Vertex Planning Partners reported no remaining iShares Core S&P 500 ETF position as of Q4 2025 after selling out during the quarter.
  • Vertex Planning Partners sold 8,832 iShares Core S&P 500 ETF shares in Q4 2025, an estimated $5.91M.
  • Vertex Planning Partners first reported a position in iShares Core S&P 500 ETF in Q4 2022 and held it in 12 quarters.
  • Vertex Planning Partners's iShares Core S&P 500 ETF position peaked at $30.6M in Q3 2024.
  • 3,999 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2025.

Based on Vertex Planning Partners's 13F filing for Q4 2025, filed 17 Feb 2026.