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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

WealthCare Investment Partners's IVV Position: Q1 2026 in Review

WealthCare Investment Partners reduced its iShares Core S&P 500 ETF (IVV) stake by 2% in Q1 2026, selling an estimated $10.9K and leaving 783 shares worth $517K. The position accounts for 0.14% of the portfolio, ranked #118.

WealthCare Investment Partners first reported a position in IVV in Q1 2022 and has held it in 14 quarters since. The position peaked at $560K in Q3 2025. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • WealthCare Investment Partners held 783 shares of iShares Core S&P 500 ETF worth $517K as of Q1 2026.
  • WealthCare Investment Partners sold 16 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $10.9K.
  • iShares Core S&P 500 ETF made up 0.14% of WealthCare Investment Partners's portfolio in Q1 2026, its #118 holding.
  • WealthCare Investment Partners first reported a position in iShares Core S&P 500 ETF in Q1 2022 and has held it in 14 quarters since.
  • WealthCare Investment Partners's iShares Core S&P 500 ETF position peaked at $560K in Q3 2025.
  • 3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on WealthCare Investment Partners's 13F filing for Q1 2026, filed 9 Apr 2026.