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

Wealthspan 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	$1.89M	Buy	2,465 +1,348	+121%	+$1.03M	0.57%	36
2026 Q2	$837K	Buy	1,117 +98	+10%	+$71.4K	0.26%	63
2026 Q1	$666K	Hold	1,019	–	–	0.23%	68
2025 Q4	$698K	Hold	1,019	–	–	0.25%	62
2025 Q3	$682K	Sell	1,019 -14	-1%	-$9.02K	0.26%	58
2025 Q2	$641K	Sell	1,033 -12	-1%	-$6.89K	0.27%	57
2025 Q1	$587K	Sell	1,045 -33	-3%	-$19.5K	0.27%	60
2024 Q4	$635K	Hold	1,078	–	–	0.3%	57
2024 Q3	$622K	Buy	1,078 +5	+0.5%	+$2.78K	0.31%	57
2024 Q2	$587K	Sell	1,073 -86	-7%	-$45.2K	0.32%	51
2024 Q1	$609K	Buy	+1,159	New	+$580K	0.36%	51
2023 Q3	–	Sell	-947	Closed	-$422K	–	79
2023 Q2	$422K	Sell	947 -696	-42%	-$293K	0.33%	50
2023 Q1	$675K	Sell	1,643 -1,058	-39%	-$424K	0.58%	32
2022 Q4	$1.04M	Buy	2,701 +1	+0%	+$386	0.94%	20
2022 Q3	$968K	Sell	2,700 -107	-4%	-$42.7K	1%	19
2022 Q2	$1.06M	Buy	+2,807	New	+$1.15M	1.1%	17

Other funds holding IVV

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

Wealthspan Partners's IVV Position: Q3 2026 in Review

Wealthspan Partners increased its iShares Core S&P 500 ETF (IVV) stake by 121% in Q3 2026, buying an estimated $1.03M and bringing the position to 2,465 shares worth $1.89M. The position accounts for 0.57% of the portfolio, ranked #36.

Wealthspan Partners first reported a position in IVV in Q2 2022 and has held it in 16 quarters since. 3,686 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Wealthspan Partners held 2,465 shares of iShares Core S&P 500 ETF worth $1.89M as of Q3 2026.
Wealthspan Partners bought 1,348 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $1.03M.
iShares Core S&P 500 ETF made up 0.57% of Wealthspan Partners's portfolio in Q3 2026, its #36 holding.
Wealthspan Partners first reported a position in iShares Core S&P 500 ETF in Q2 2022 and has held it in 16 quarters since.
3,686 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Wealthspan Partners's 13F filing for Q3 2026, filed 12 Nov 2026.