Bawa N Mallick Trust’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
Bawa N Mallick Trust's IVV Position: Q2 2026 in Review
Bawa N Mallick Trust increased its iShares Core S&P 500 ETF (IVV) stake by 27% in Q2 2026, buying an estimated $2.23M and bringing the position to 14,560 shares worth $10.9M. The position accounts for 3.53% of the portfolio, ranked #3.
Bawa N Mallick Trust first reported a position in IVV in Q4 2024 and has held it in 7 quarters since. 4,076 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Bawa N Mallick Trust held 14,560 shares of iShares Core S&P 500 ETF worth $10.9M as of Q2 2026.
- Bawa N Mallick Trust bought 3,060 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $2.23M.
- iShares Core S&P 500 ETF made up 3.53% of Bawa N Mallick Trust's portfolio in Q2 2026, its #3 holding.
- Bawa N Mallick Trust first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
- 4,076 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Bawa N Mallick Trust's 13F filing for Q2 2026, filed 14 Aug 2026.