WealthCare Investment Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

WealthCare Investment 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	$589K	Buy	786 +3	+0.4%	+$2.19K	0.14%	116
2026 Q1	$517K	Sell	783 -16	-2%	-$10.9K	0.14%	118
2025 Q4	$548K	Sell	799 -34	-4%	-$23.1K	0.16%	112
2025 Q3	$560K	Buy	833 +10	+1%	+$6.44K	0.18%	108
2025 Q2	$517K	Sell	823 -7	-0.8%	-$4.02K	0.19%	103
2025 Q1	$428K	Buy	830 +10	+1%	+$5.91K	0.18%	104
2024 Q4	$481K	Sell	820 -19	-2%	-$11.2K	0.21%	95
2024 Q3	$479K	Buy	839 +300	+56%	+$167K	0.21%	90
2024 Q2	$295K	Buy	539 +11	+2%	+$5.78K	0.14%	107
2024 Q1	$278K	Buy	528 +3	+0.6%	+$1.5K	0.13%	111
2023 Q4	$250K	Sell	525 -2	-0.4%	-$895	0.14%	112
2023 Q3	$226K	Hold	527	–	–	0.14%	111
2023 Q2	$235K	Buy	527 +2	+0.4%	+$843	0.14%	105
2023 Q1	$216K	Buy	+525	New	+$210K	0.13%	118
2022 Q2	–	Sell	-458	Closed	-$204K	–	110
2022 Q1	$204K	Buy	+458	New	+$205K	0.18%	103

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

WealthCare Investment Partners's IVV Position: Q2 2026 in Review

WealthCare Investment Partners increased its iShares Core S&P 500 ETF (IVV) stake by 0.38% in Q2 2026, buying an estimated $2.19K and bringing the position to 786 shares worth $589K. The position accounts for 0.14% of the portfolio, ranked #116.

WealthCare Investment Partners first reported a position in IVV in Q1 2022 and has held it in 15 quarters since. 4,115 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

WealthCare Investment Partners held 786 shares of iShares Core S&P 500 ETF worth $589K as of Q2 2026.
WealthCare Investment Partners bought 3 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $2.19K.
iShares Core S&P 500 ETF made up 0.14% of WealthCare Investment Partners's portfolio in Q2 2026, its #116 holding.
WealthCare Investment Partners first reported a position in iShares Core S&P 500 ETF in Q1 2022 and has held it in 15 quarters since.
4,115 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on WealthCare Investment Partners's 13F filing for Q2 2026, filed 10 Aug 2026.