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

Wealth Management 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 		$14.8M Buy
19,785
+52
+0.3% +$37.9K 3.49% 5
2026
Q1 		$12.9M Buy
19,733
+285
+1% +$195K 3.68% 7
2025
Q4 		$13.3M Sell
19,448
-71
-0.4% -$48.2K 3.8% 7
2025
Q3 		$13.1M Buy
19,519
+147
+0.8% +$94.7K 4.15% 6
2025
Q2 		$12.1M Buy
19,372
+726
+4% +$417K 4.27% 5
2025
Q1 		$10.5M Sell
18,646
-191
-1% -$113K 4.85% 5
2024
Q4 		$11.1M Buy
18,837
+103
+0.5% +$61K 4.79% 4
2024
Q3 		$10.8M Sell
18,734
-1,857
-9% -$1.03M 5.01% 4
2024
Q2 		$11.3M Buy
20,591
+287
+1% +$151K 5.48% 4
2024
Q1 		$10.7M Sell
20,304
-966
-5% -$483K 5.42% 3
2023
Q4 		$10.2M Buy
21,270
+5
+0% +$2.24K 5.67% 4
2023
Q3 		$9.13M Buy
21,265
+484
+2% +$216K 5.7% 3
2023
Q2 		$9.26M Buy
20,781
+675
+3% +$284K 5.82% 4
2023
Q1 		$8.27M Buy
20,106
+106
+0.5% +$42.5K 5.78% 3
2022
Q4 		$7.65M Buy
20,000
+1,000
+5% +$386K 6.38% 2
2022
Q3 		$6.89M Hold
19,000
– – 6.06% 3
2022
Q2 		$6.96M Sell
19,000
-2,000
-10% -$823K 6.09% 3
2022
Q1 		$9.64M Buy
21,000
+2,000
+11% +$894K 6.87% 2
2021
Q4 		$9.05M Buy
19,000
+1,756
+10% +$809K 6.21% 2
2021
Q3 		$7.43M Buy
17,244
+2,991
+21% +$1.33M 5.5% 3
2021
Q2 		$6.13M Buy
14,253
+1,511
+12% +$633K 4.27% 3
2021
Q1 		$5.2M Sell
12,742
-1,230
-9% -$476K 3.88% 7
2020
Q4 		$5.38M Buy
+13,972
New +$4.97M 4.22% 5

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 22.96% 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

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

Wealth Management Partners increased its iShares Core S&P 500 ETF (IVV) stake by 0.26% in Q2 2026, buying an estimated $37.9K and bringing the position to 19,785 shares worth $14.8M. The position accounts for 3.49% of the portfolio, ranked #5.

Wealth Management Partners first reported a position in IVV in Q4 2020 and has held it in 23 quarters since. 4,102 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Wealth Management Partners held 19,785 shares of iShares Core S&P 500 ETF worth $14.8M as of Q2 2026.
  • Wealth Management Partners bought 52 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $37.9K.
  • iShares Core S&P 500 ETF made up 3.49% of Wealth Management Partners's portfolio in Q2 2026, its #5 holding.
  • Wealth Management Partners first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 23 quarters since.
  • 4,102 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Wealth Management Partners's 13F filing for Q2 2026, filed 22 Jul 2026.