BCS Private Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
BCS Private Wealth Management's IVV Position: Q2 2026 in Review
BCS Private Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 0.68% in Q2 2026, selling an estimated $30.6K and leaving 6,136 shares worth $4.6M. The position accounts for 1.38% of the portfolio, ranked #20.
BCS Private Wealth Management first reported a position in IVV in Q2 2025 and has held it in 5 quarters since. 4,089 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- BCS Private Wealth Management held 6,136 shares of iShares Core S&P 500 ETF worth $4.6M as of Q2 2026.
- BCS Private Wealth Management sold 42 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $30.6K.
- iShares Core S&P 500 ETF made up 1.38% of BCS Private Wealth Management's portfolio in Q2 2026, its #20 holding.
- BCS Private Wealth Management first reported a position in iShares Core S&P 500 ETF in Q2 2025 and has held it in 5 quarters since.
- 4,089 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on BCS Private Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.