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 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 $6.73T 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

Wealthspan Partners's IVV Position: Q2 2026 in Review

Wealthspan Partners increased its iShares Core S&P 500 ETF (IVV) stake by 9.6% in Q2 2026, buying an estimated $71.4K and bringing the position to 1,117 shares worth $837K. The position accounts for 0.26% of the portfolio, ranked #63.

Wealthspan Partners first reported a position in IVV in Q2 2022 and has held it in 15 quarters since. The position peaked at $1.06M in Q2 2022. 4,116 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Wealthspan Partners held 1,117 shares of iShares Core S&P 500 ETF worth $837K as of Q2 2026.
Wealthspan Partners bought 98 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $71.4K.
iShares Core S&P 500 ETF made up 0.26% of Wealthspan Partners's portfolio in Q2 2026, its #63 holding.
Wealthspan Partners first reported a position in iShares Core S&P 500 ETF in Q2 2022 and has held it in 15 quarters since.
Wealthspan Partners's iShares Core S&P 500 ETF position peaked at $1.06M in Q2 2022.
4,116 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Wealthspan Partners's 13F filing for Q2 2026, filed 6 Aug 2026.