Bauman Advisory Group’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
Bauman Advisory Group's IVV Position: Q2 2026 in Review
Bauman Advisory Group increased its iShares Core S&P 500 ETF (IVV) stake by 24% in Q2 2026, buying an estimated $56.1K and bringing the position to 395 shares worth $296K. The position accounts for 0.16% of the portfolio, ranked #65.
Bauman Advisory Group first reported a position in IVV in Q1 2026 and has held it in 2 quarters since. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Bauman Advisory Group held 395 shares of iShares Core S&P 500 ETF worth $296K as of Q2 2026.
- Bauman Advisory Group bought 77 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $56.1K.
- iShares Core S&P 500 ETF made up 0.16% of Bauman Advisory Group's portfolio in Q2 2026, its #65 holding.
- Bauman Advisory Group first reported a position in iShares Core S&P 500 ETF in Q1 2026 and has held it in 2 quarters since.
- 4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Bauman Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.