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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
Q2 		$12.3M Buy
16,429
+183
+1% +$133K 3.51% 7
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 $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

Beacon Bridge Wealth Partners's IVV Position: Q2 2026 in Review

Beacon Bridge Wealth Partners increased its iShares Core S&P 500 ETF (IVV) stake by 1.1% in Q2 2026, buying an estimated $133K and bringing the position to 16,429 shares worth $12.3M. The position accounts for 3.51% of the portfolio, ranked #7.

Beacon Bridge Wealth Partners first reported a position in IVV in Q4 2022 and has held it in 15 quarters since. 4,102 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Beacon Bridge Wealth Partners held 16,429 shares of iShares Core S&P 500 ETF worth $12.3M as of Q2 2026.
  • Beacon Bridge Wealth Partners bought 183 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $133K.
  • iShares Core S&P 500 ETF made up 3.51% of Beacon Bridge Wealth Partners's portfolio in Q2 2026, its #7 holding.
  • Beacon Bridge Wealth Partners first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
  • 4,102 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Beacon Bridge Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.