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

WealthSpring 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	$9.25M	Buy	12,348 +176	+1%	+$128K	7.95%	2
2026 Q1	$7.95M	Buy	12,172 +1,017	+9%	+$694K	7.3%	2
2025 Q4	$7.64M	Buy	+11,155	New	+$7.57M	7.83%	2
2023 Q3	$10.3M	Buy	23,917 +566	+2%	+$253K	7.67%	4
2023 Q2	$10.4M	Sell	23,351 -2,146	-8%	-$904K	7.53%	4
2023 Q1	$10.5M	Sell	25,497 -28	-0.1%	-$11.2K	8.11%	3
2022 Q4	$9.81M	Buy	25,525 +658	+3%	+$254K	7.66%	3
2022 Q3	$8.92M	Buy	+24,867	New	+$9.93M	7.88%	3

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

WealthSpring Partners's IVV Position: Q2 2026 in Review

WealthSpring Partners increased its iShares Core S&P 500 ETF (IVV) stake by 1.4% in Q2 2026, buying an estimated $128K and bringing the position to 12,348 shares worth $9.25M. The position accounts for 7.95% of the portfolio, ranked #2.

WealthSpring Partners first reported a position in IVV in Q3 2022 and has held it in 8 quarters since. The position peaked at $10.5M in Q1 2023. 4,076 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

WealthSpring Partners held 12,348 shares of iShares Core S&P 500 ETF worth $9.25M as of Q2 2026.
WealthSpring Partners bought 176 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $128K.
iShares Core S&P 500 ETF made up 7.95% of WealthSpring Partners's portfolio in Q2 2026, its #2 holding.
WealthSpring Partners first reported a position in iShares Core S&P 500 ETF in Q3 2022 and has held it in 8 quarters since.
WealthSpring Partners's iShares Core S&P 500 ETF position peaked at $10.5M in Q1 2023.
4,076 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on WealthSpring Partners's 13F filing for Q2 2026, filed 5 Aug 2026.