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Badgley Phelps Wealth Managers’s iShares Core S&P 500 ETF IVV Stock Holding History

Badgley Phelps Wealth Managers’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 		$8.52M Buy
11,379
+211
+2% +$154K 0.15% 115
2026
Q1 		$7.3M Sell
11,168
-125
-1% -$85.4K 0.15% 116
2025
Q4 		$7.73M Buy
11,293
+514
+5% +$349K 0.14% 121
2025
Q3 		$7.21M Buy
10,779
+94
+0.9% +$60.5K 0.15% 115
2025
Q2 		$6.63M Buy
10,685
+161
+2% +$92.4K 0.15% 119
2025
Q1 		$5.91M Sell
10,524
-22
-0.2% -$13K 0.14% 121
2024
Q4 		$6.21M Buy
10,546
+109
+1% +$64.5K 0.14% 117
2024
Q3 		$6.02M Sell
10,437
-412
-4% -$229K 0.14% 117
2024
Q2 		$5.94M Sell
10,849
-322
-3% -$169K 0.15% 114
2024
Q1 		$5.87M Buy
11,171
+5
+0% +$2.5K 0.15% 115
2023
Q4 		$5.33M Sell
11,166
-219
-2% -$98K 0.15% 111
2023
Q3 		$4.89M Buy
11,385
+427
+4% +$191K 0.17% 109
2023
Q2 		$4.88M Buy
10,958
+2,851
+35% +$1.2M 0.16% 111
2023
Q1 		$3.33M Sell
8,107
-1,362
-14% -$546K 0.12% 112
2022
Q4 		$3.64M Buy
9,469
+1,780
+23% +$687K 0.15% 109
2022
Q3 		$2.76M Buy
7,689
+306
+4% +$122K 0.12% 112
2022
Q2 		$2.8M Buy
7,383
+1,975
+37% +$812K 0.12% 115
2022
Q1 		$2.45M Sell
5,408
-15
-0.3% -$6.71K 0.09% 114
2021
Q4 		$2.59M Sell
5,423
-393
-7% -$181K 0.08% 118
2021
Q3 		$2.51M Buy
+5,816
New +$2.58M 0.09% 116

Other funds holding IVV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Badgley Phelps Wealth Managers's IVV Position: Q2 2026 in Review

Badgley Phelps Wealth Managers increased its iShares Core S&P 500 ETF (IVV) stake by 1.9% in Q2 2026, buying an estimated $154K and bringing the position to 11,379 shares worth $8.52M. The position accounts for 0.15% of the portfolio, ranked #115.

Badgley Phelps Wealth Managers first reported a position in IVV in Q3 2021 and has held it in 20 quarters since. 2,283 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Badgley Phelps Wealth Managers held 11,379 shares of iShares Core S&P 500 ETF worth $8.52M as of Q2 2026.
  • Badgley Phelps Wealth Managers bought 211 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $154K.
  • iShares Core S&P 500 ETF made up 0.15% of Badgley Phelps Wealth Managers's portfolio in Q2 2026, its #115 holding.
  • Badgley Phelps Wealth Managers first reported a position in iShares Core S&P 500 ETF in Q3 2021 and has held it in 20 quarters since.
  • 2,283 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q2 2026, filed 31 Jul 2026.