BCU Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
BCU Wealth Advisors's IVV Position: Q2 2026 in Review
BCU Wealth Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 61% in Q2 2026, buying an estimated $3.77M and bringing the position to 13,727 shares worth $10.3M. The position accounts for 3.41% of the portfolio, ranked #6.
BCU Wealth Advisors first reported a position in IVV in Q4 2023 and has held it in 11 quarters since. 4,089 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- BCU Wealth Advisors held 13,727 shares of iShares Core S&P 500 ETF worth $10.3M as of Q2 2026.
- BCU Wealth Advisors bought 5,181 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $3.77M.
- iShares Core S&P 500 ETF made up 3.41% of BCU Wealth Advisors's portfolio in Q2 2026, its #6 holding.
- BCU Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
- 4,089 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on BCU Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.