Beacon Financial Planning’s iShares Core S&P 500 ETF IVV Stock Holding History

Beacon Financial Planning’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	$39.8M	Sell	53,211 -1,342	-2%	-$977K	13.53%	1
2026 Q1	$35.6M	Buy	54,553 +5,590	+11%	+$3.82M	13.8%	1
2025 Q4	$33.5M	Sell	48,963 -452	-0.9%	-$307K	16.17%	1
2025 Q3	$33.1M	Sell	49,415 -486	-1%	-$313K	17.13%	1
2025 Q2	$31M	Sell	49,901 -2,528	-5%	-$1.45M	17.3%	1
2025 Q1	$29.5M	Sell	52,429 -486	-0.9%	-$287K	16.93%	1
2024 Q4	$31.2M	Sell	52,915 -892	-2%	-$528K	18.13%	1
2024 Q3	$31M	Sell	53,807 -2,014	-4%	-$1.12M	19.16%	1
2024 Q2	$30.5M	Sell	55,821 -1,536	-3%	-$808K	20.74%	1
2024 Q1	$30.2M	Sell	57,357 -407	-0.7%	-$204K	21.05%	1
2023 Q4	$27.6M	Sell	57,764 -245	-0.4%	-$110K	21.6%	1
2023 Q3	$24.9M	Sell	58,009 -104	-0.2%	-$46.5K	21.53%	1
2023 Q2	$25.9M	Sell	58,113 -398	-0.7%	-$168K	21.99%	1
2023 Q1	$24.1M	Buy	58,511 +620	+1%	+$249K	22.52%	1
2022 Q4	$22.2M	Buy	+57,891	New	+$22.3M	23.05%	1

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Beacon Financial Planning's IVV Position: Q2 2026 in Review

Beacon Financial Planning reduced its iShares Core S&P 500 ETF (IVV) stake by 2.5% in Q2 2026, selling an estimated $977K and leaving 53,211 shares worth $39.8M. The position accounts for 13.53% of the portfolio, ranked #1.

Beacon Financial Planning first reported a position in IVV in Q4 2022 and has held it in 15 quarters since. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Beacon Financial Planning held 53,211 shares of iShares Core S&P 500 ETF worth $39.8M as of Q2 2026.
Beacon Financial Planning sold 1,342 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $977K.
iShares Core S&P 500 ETF made up 13.53% of Beacon Financial Planning's portfolio in Q2 2026, its #1 holding.
Beacon Financial Planning first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Beacon Financial Planning's 13F filing for Q2 2026, filed 6 Aug 2026.