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Beacon Bridge Wealth Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

Beacon Bridge Wealth Partners’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
Q1 		$10.6M Buy
16,246
+297
+2% +$203K 3.55% 8
2025
Q4 		$10.9M Sell
15,949
-243
-2% -$165K 3.63% 8
2025
Q3 		$10.8M Buy
16,192
+131
+0.8% +$84.4K 3.85% 8
2025
Q2 		$9.97M Sell
16,061
-23
-0.1% -$13.2K 3.96% 8
2025
Q1 		$9.04M Buy
16,084
+437
+3% +$258K 3.86% 8
2024
Q4 		$9.21M Buy
15,647
+1,151
+8% +$681K 3.91% 7
2024
Q3 		$8.36M Buy
14,496
+862
+6% +$479K 3.59% 7
2024
Q2 		$7.46M Sell
13,634
-66
-0.5% -$34.7K 3.42% 7
2024
Q1 		$7.2M Sell
13,700
-423
-3% -$212K 3.4% 8
2023
Q4 		$6.75M Buy
14,123
+1,517
+12% +$679K 3.37% 9
2023
Q3 		$5.41M Buy
12,606
+1,086
+9% +$486K 2.86% 12
2023
Q2 		$5.13M Buy
11,520
+1,711
+17% +$721K 2.62% 10
2023
Q1 		$4.03M Buy
9,809
+3,457
+54% +$1.39M 2.42% 13
2022
Q4 		$2.44M Buy
+6,352
New +$2.45M 1.77% 17

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Beacon Bridge Wealth Partners's IVV Position: Q1 2026 in Review

Beacon Bridge Wealth Partners increased its iShares Core S&P 500 ETF (IVV) stake by 1.9% in Q1 2026, buying an estimated $203K and bringing the position to 16,246 shares worth $10.6M. The position accounts for 3.55% of the portfolio, ranked #8.

Beacon Bridge Wealth Partners first reported a position in IVV in Q4 2022 and has held it in 14 quarters since. The position peaked at $10.9M in Q4 2025. 3,975 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Beacon Bridge Wealth Partners held 16,246 shares of iShares Core S&P 500 ETF worth $10.6M as of Q1 2026.
  • Beacon Bridge Wealth Partners bought 297 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $203K.
  • iShares Core S&P 500 ETF made up 3.55% of Beacon Bridge Wealth Partners's portfolio in Q1 2026, its #8 holding.
  • Beacon Bridge Wealth Partners first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 14 quarters since.
  • Beacon Bridge Wealth Partners's iShares Core S&P 500 ETF position peaked at $10.9M in Q4 2025.
  • 3,975 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Beacon Bridge Wealth Partners's 13F filing for Q1 2026, filed 5 May 2026.