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

Waypoint 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
2025 Q2	$2.24M	Buy	+3,600	New	+$2.07M	0.54%	19
2023 Q4	–	Sell	-749	Closed	-$322K	–	80
2023 Q3	$322K	Buy	+749	New	+$335K	0.11%	60
2021 Q2	–	Sell	-1,090	Closed	-$434K	–	41
2021 Q1	$434K	Buy	+1,090	New	+$422K	0.32%	26

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Waypoint Wealth Partners's IVV Position: Q2 2025 in Review

Waypoint Wealth Partners opened a new position in iShares Core S&P 500 ETF (IVV) in Q2 2025: 3,600 shares worth $2.24M. The stake represents 0.54% of the portfolio and ranks #19 among its holdings. This is a return to the name: Waypoint Wealth Partners previously reported a position in IVV as recently as Q3 2023.

Waypoint Wealth Partners first reported a position in IVV in Q1 2021 and has held it in 3 quarters since. 3,616 funds tracked by Wall St. Rank hold IVV as of Q2 2025.

Waypoint Wealth Partners held 3,600 shares of iShares Core S&P 500 ETF worth $2.24M as of Q2 2025.
iShares Core S&P 500 ETF was a new Waypoint Wealth Partners position in Q2 2025.
iShares Core S&P 500 ETF made up 0.54% of Waypoint Wealth Partners's portfolio in Q2 2025, its #19 holding.
Waypoint Wealth Partners first reported a position in iShares Core S&P 500 ETF in Q1 2021 and has held it in 3 quarters since.
3,616 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2025.

Based on Waypoint Wealth Partners's 13F filing for Q2 2025, filed 10 Jul 2025.