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

Beacon Financial Strategies’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	$744K	Buy	994 +69	+7%	+$50.2K	0.37%	15
2026 Q1	$604K	Hold	925	–	–	0.34%	17
2025 Q4	$633K	Hold	925	–	–	0.35%	16
2025 Q3	$619K	Hold	925	–	–	0.37%	14
2025 Q2	$574K	Hold	925	–	–	0.36%	15
2025 Q1	$520K	Hold	925	–	–	0.35%	17
2024 Q4	$544K	Hold	925	–	–	0.36%	16
2024 Q3	$533K	Hold	925	–	–	0.36%	17
2024 Q2	$506K	Hold	925	–	–	0.36%	17
2024 Q1	$486K	Hold	925	–	–	0.35%	17
2023 Q4	$442K	Hold	925	–	–	0.34%	18
2023 Q3	$397K	Hold	925	–	–	0.34%	18
2023 Q2	$412K	Hold	925	–	–	0.34%	22
2023 Q1	$380K	Hold	925	–	–	0.33%	21
2022 Q4	$355K	Hold	925	–	–	0.32%	26
2022 Q3	$332K	Hold	925	–	–	0.32%	23
2022 Q2	$351K	Hold	925	–	–	0.33%	22
2022 Q1	$420K	Hold	925	–	–	0.36%	18
2021 Q4	$441K	Hold	925	–	–	0.38%	21
2021 Q3	$398K	Hold	925	–	–	0.36%	18
2021 Q2	$398K	Buy	+925	New	+$387K	0.34%	19

Other funds holding IVV

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

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

BOF

Bank of Finland Helsinki, Finland $1.54B AUM 15.84% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

FHB

First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return

FWA

FORM Wealth Advisors Lake Geneva, Wisconsin $909M AUM

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

Beacon Financial Strategies increased its iShares Core S&P 500 ETF (IVV) stake by 7.5% in Q2 2026, buying an estimated $50.2K and bringing the position to 994 shares worth $744K. The position accounts for 0.37% of the portfolio, ranked #15.

Beacon Financial Strategies first reported a position in IVV in Q2 2021 and has held it in 21 quarters since. 777 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Beacon Financial Strategies held 994 shares of iShares Core S&P 500 ETF worth $744K as of Q2 2026.
Beacon Financial Strategies bought 69 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $50.2K.
iShares Core S&P 500 ETF made up 0.37% of Beacon Financial Strategies's portfolio in Q2 2026, its #15 holding.
Beacon Financial Strategies first reported a position in iShares Core S&P 500 ETF in Q2 2021 and has held it in 21 quarters since.
777 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Beacon Financial Strategies's 13F filing for Q2 2026, filed 8 Jul 2026.