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 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 $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wealthspan Partners's IVV Position: Q1 2026 in Review

Wealthspan Partners held its iShares Core S&P 500 ETF (IVV) position steady in Q1 2026 at 1,019 shares worth $666K. The position accounts for 0.23% of the portfolio, ranked #68.

Wealthspan Partners first reported a position in IVV in Q2 2022 and has held it in 14 quarters since. The position peaked at $1.06M in Q2 2022. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Wealthspan Partners held 1,019 shares of iShares Core S&P 500 ETF worth $666K as of Q1 2026.
Wealthspan Partners left its iShares Core S&P 500 ETF share count unchanged in Q1 2026.
iShares Core S&P 500 ETF made up 0.23% of Wealthspan Partners's portfolio in Q1 2026, its #68 holding.
Wealthspan Partners first reported a position in iShares Core S&P 500 ETF in Q2 2022 and has held it in 14 quarters since.
Wealthspan Partners's iShares Core S&P 500 ETF position peaked at $1.06M in Q2 2022.
3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Wealthspan Partners's 13F filing for Q1 2026, filed 8 Apr 2026.