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 Q3	$14.7M	Sell	19,162 -623	-3%	-$475K	3.45%	7
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	$9.6M	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

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Alaska Permanent Fund Juneau, Alaska $1.27B AUM 16.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Wealth Management Partners's IVV Position: Q3 2026 in Review

Wealth Management Partners reduced its iShares Core S&P 500 ETF (IVV) stake by 3.1% in Q3 2026, selling an estimated $475K and leaving 19,162 shares worth $14.7M. The position accounts for 3.45% of the portfolio, ranked #7.

Wealth Management Partners first reported a position in IVV in Q4 2020 and has held it in 24 quarters since. The position peaked at $14.8M in Q2 2026. 1,405 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Wealth Management Partners held 19,162 shares of iShares Core S&P 500 ETF worth $14.7M as of Q3 2026.
Wealth Management Partners sold 623 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $475K.
iShares Core S&P 500 ETF made up 3.45% of Wealth Management Partners's portfolio in Q3 2026, its #7 holding.
Wealth Management Partners first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 24 quarters since.
Wealth Management Partners's iShares Core S&P 500 ETF position peaked at $14.8M in Q2 2026.
1,405 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Wealth Management Partners's 13F filing for Q3 2026, filed 21 Oct 2026.