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BCGM Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

BCGM Wealth Management’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 		$19.7M Sell
26,331
-434
-2% -$316K 4.17% 3
2026
Q1 		$17.5M Sell
26,765
-456
-2% -$311K 4.39% 2
2025
Q4 		$18.6M Sell
27,221
-169
-0.6% -$115K 4.76% 1
2025
Q3 		$18.3M Sell
27,390
-15
-0.1% -$9.66K 4.77% 1
2025
Q2 		$17M Sell
27,405
-391
-1% -$225K 4.8% 1
2025
Q1 		$15.6M Sell
27,796
-452
-2% -$267K 4.8% 2
2024
Q4 		$16.6M Buy
28,248
+219
+0.8% +$130K 5.27% 2
2024
Q3 		$16.2M Sell
28,029
-339
-1% -$188K 5.24% 2
2024
Q2 		$15.5M Sell
28,368
-404
-1% -$212K 5.38% 2
2024
Q1 		$15.1M Buy
28,772
+137
+0.5% +$68.5K 5.43% 2
2023
Q4 		$13.7M Sell
28,635
-279
-1% -$125K 5.57% 2
2023
Q3 		$12.4M Sell
28,914
-45,167
-61% -$20.2M 5.7% 3
2023
Q2 		$33M Buy
74,081
+3,711
+5% +$1.56M 14.54% 1
2023
Q1 		$28.9M Sell
70,370
-6,197
-8% -$2.48M 14.59% 1
2022
Q4 		$29.4M Sell
76,567
-105
-0.1% -$40.5K 14.31% 1
2022
Q3 		$28.9M Sell
76,672
-4,252
-5% -$1.7M 14.41% 1
2022
Q2 		$33.5M Buy
80,924
+6,124
+8% +$2.52M 17% 1
2022
Q1 		$30.9M Buy
74,800
+15,726
+27% +$7.03M 16.81% 1
2021
Q4 		$28.2M Buy
59,074
+6,946
+13% +$3.2M 15.14% 1
2021
Q3 		$24M Buy
52,128
+415
+0.8% +$184K 13.38% 1
2021
Q2 		$22.8M Buy
51,713
+17,681
+52% +$7.41M 13.5% 1
2021
Q1 		$14.1M Sell
34,032
-833
-2% -$323K 9.63% 1
2020
Q4 		$13.7M Buy
+34,865
New +$12.4M 9.73% 1

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

BCGM Wealth Management's IVV Position: Q2 2026 in Review

BCGM Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 1.6% in Q2 2026, selling an estimated $316K and leaving 26,331 shares worth $19.7M. The position accounts for 4.17% of the portfolio, ranked #3.

BCGM Wealth Management first reported a position in IVV in Q4 2020 and has held it in 23 quarters since. The position peaked at $33.5M in Q2 2022. 4,085 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • BCGM Wealth Management held 26,331 shares of iShares Core S&P 500 ETF worth $19.7M as of Q2 2026.
  • BCGM Wealth Management sold 434 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $316K.
  • iShares Core S&P 500 ETF made up 4.17% of BCGM Wealth Management's portfolio in Q2 2026, its #3 holding.
  • BCGM Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 23 quarters since.
  • BCGM Wealth Management's iShares Core S&P 500 ETF position peaked at $33.5M in Q2 2022.
  • 4,085 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on BCGM Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.