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

BCS 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	$1.39M	Hold	1,854	–	–	0.25%	83
2026 Q1	$1.21M	Sell	1,854 -4,032	-69%	-$2.75M	0.25%	87
2025 Q4	$4.03M	Buy	5,886 +4,638	+372%	+$3.15M	0.41%	54
2025 Q3	$835K	Sell	1,248 -168	-12%	-$108K	0.19%	101
2025 Q2	$879K	Sell	1,416 -3	-0.2%	-$1.72K	0.19%	105
2025 Q1	$797K	Buy	1,419 +10	+0.7%	+$5.91K	0.2%	96
2024 Q4	$830K	Buy	+1,409	New	+$834K	0.21%	94
2023 Q2	–	Sell	-491	Closed	-$202K	–	137
2023 Q1	$202K	Buy	+491	New	+$197K	0.09%	154
2022 Q1	–	Sell	-437	Closed	-$208K	–	199
2021 Q4	$208K	Buy	+437	New	+$201K	0.07%	192

Other funds holding IVV

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return

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

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

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

BCS Wealth Management held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 1,854 shares worth $1.39M. The position accounts for 0.25% of the portfolio, ranked #83.

BCS Wealth Management first reported a position in IVV in Q4 2021 and has held it in 9 quarters since. The position peaked at $4.03M in Q4 2025. 2,171 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

BCS Wealth Management held 1,854 shares of iShares Core S&P 500 ETF worth $1.39M as of Q2 2026.
BCS Wealth Management left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up 0.25% of BCS Wealth Management's portfolio in Q2 2026, its #83 holding.
BCS Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 9 quarters since.
BCS Wealth Management's iShares Core S&P 500 ETF position peaked at $4.03M in Q4 2025.
2,171 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on BCS Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.