Wealthcare Advisory Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

Wealthcare Advisory 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	$45.2M	Sell	60,420 -6,793	-10%	-$4.95M	0.86%	21
2026 Q1	$43.9M	Buy	67,213 +287	+0.4%	+$196K	0.85%	20
2025 Q4	$45.8M	Buy	66,926 +1,731	+3%	+$1.18M	0.9%	21
2025 Q3	$43.6M	Buy	65,195 +1,412	+2%	+$909K	0.91%	21
2025 Q2	$39.6M	Buy	63,783 +4,083	+7%	+$2.34M	0.9%	20
2025 Q1	$33.5M	Buy	59,700 +18,565	+45%	+$11M	0.9%	23
2024 Q4	$24.2M	Sell	41,135 -2,352	-5%	-$1.39M	0.67%	30
2024 Q3	$25.1M	Sell	43,487 -525	-1%	-$292K	0.71%	27
2024 Q2	$24.1M	Sell	44,012 -1,345	-3%	-$707K	0.75%	30
2024 Q1	$23.8M	Sell	45,357 -5,579	-11%	-$2.79M	0.78%	29
2023 Q4	$24.3M	Sell	50,936 -2,442	-5%	-$1.09M	0.97%	22
2023 Q3	$22.9M	Buy	53,378 +1,466	+3%	+$656K	1.05%	19
2023 Q2	$23.1M	Sell	51,912 -13,422	-21%	-$5.66M	1.03%	18
2023 Q1	$26.9M	Buy	65,334 +3,136	+5%	+$1.26M	1.15%	16
2022 Q4	$23.9M	Buy	62,198 +2,188	+4%	+$844K	1.14%	16
2022 Q3	$21.5M	Buy	60,010 +6,427	+12%	+$2.57M	1.23%	15
2022 Q2	$20.3M	Buy	53,583 +25,137	+88%	+$10.3M	1.23%	18
2022 Q1	$12.9M	Sell	28,446 -2,042	-7%	-$913K	0.78%	30
2021 Q4	$14.5M	Buy	30,488 +2,612	+9%	+$1.2M	0.87%	26
2021 Q3	$12M	Sell	27,876 -209	-0.7%	-$92.6K	0.79%	26
2021 Q2	$12.1M	Buy	28,085 +810	+3%	+$339K	0.81%	25
2021 Q1	$10.9M	Buy	27,275 +1,777	+7%	+$688K	0.79%	23
2020 Q4	$9.57M	Buy	25,498 +4,542	+22%	+$1.62M	0.85%	22
2020 Q3	$7.04M	Buy	20,956 +5,197	+33%	+$1.73M	0.77%	23
2020 Q2	$4.88M	Buy	15,759 +944	+6%	+$277K	0.61%	25
2020 Q1	$3.83M	Sell	14,815 -1,639	-10%	-$502K	0.56%	28
2019 Q4	$5.32M	Sell	16,454 -3,424	-17%	-$1.06M	0.68%	27
2019 Q3	$5.93M	Buy	19,878 +556	+3%	+$165K	0.86%	20
2019 Q2	$5.7M	Sell	19,322 -10,268	-35%	-$2.98M	0.9%	20
2019 Q1	$8.42M	Buy	29,590 +1,083	+4%	+$296K	1.44%	16
2018 Q4	$7.17M	Buy	28,507 +2,181	+8%	+$592K	1.39%	14
2018 Q3	$7.71M	Buy	26,326 +761	+3%	+$218K	1.42%	13
2018 Q2	$6.98M	Buy	25,565 +2,144	+9%	+$583K	1.37%	13
2018 Q1	$6.21M	Buy	23,421 +1,124	+5%	+$309K	1.4%	14
2017 Q4	$6M	Buy	22,297 +1,219	+6%	+$319K	1.54%	11
2017 Q3	$5.33M	Buy	21,078 +1,222	+6%	+$303K	1.58%	12
2017 Q2	$4.83M	Buy	19,856 +19,578	+7,042%	+$4.72M	2.35%	12
2017 Q1	$66K	Buy	278 +37	+15%	+$8.65K	0.04%	39
2016 Q4	$54K	Hold	241	–	–	0.03%	44
2016 Q3	$52K	Hold	241	–	–	0.03%	36
2016 Q2	$51K	Buy	+241	New	+$50.3K	0.04%	49

Other funds holding IVV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Wealthcare Advisory Partners's IVV Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its iShares Core S&P 500 ETF (IVV) stake by 10% in Q2 2026, selling an estimated $4.95M and leaving 60,420 shares worth $45.2M. The position accounts for 0.86% of the portfolio, ranked #21.

Wealthcare Advisory Partners first reported a position in IVV in Q2 2016 and has held it in 41 quarters since. The position peaked at $45.8M in Q4 2025. 1,222 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Wealthcare Advisory Partners held 60,420 shares of iShares Core S&P 500 ETF worth $45.2M as of Q2 2026.
Wealthcare Advisory Partners sold 6,793 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $4.95M.
iShares Core S&P 500 ETF made up 0.86% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #21 holding.
Wealthcare Advisory Partners first reported a position in iShares Core S&P 500 ETF in Q2 2016 and has held it in 41 quarters since.
Wealthcare Advisory Partners's iShares Core S&P 500 ETF position peaked at $45.8M in Q4 2025.
1,222 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.