Beacon Harbor Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Beacon Harbor Wealth Advisors’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	$739K	Buy	985 +660	+203%	+$481K	0.14%	54
2026 Q1	$212K	Hold	325	–	–	0.04%	66
2025 Q4	$223K	Buy	325 +1	+0.3%	+$679	0.05%	68
2025 Q3	$217K	Buy	+324	New	+$209K	0.05%	66

Other funds holding IVV

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 Harbor Wealth Advisors's IVV Position: Q2 2026 in Review

Beacon Harbor Wealth Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 203% in Q2 2026, buying an estimated $481K and bringing the position to 985 shares worth $739K. The position accounts for 0.14% of the portfolio, ranked #54.

Beacon Harbor Wealth Advisors first reported a position in IVV in Q3 2025 and has held it in 4 quarters since. 4,123 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Beacon Harbor Wealth Advisors held 985 shares of iShares Core S&P 500 ETF worth $739K as of Q2 2026.
Beacon Harbor Wealth Advisors bought 660 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $481K.
iShares Core S&P 500 ETF made up 0.14% of Beacon Harbor Wealth Advisors's portfolio in Q2 2026, its #54 holding.
Beacon Harbor Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q3 2025 and has held it in 4 quarters since.
4,123 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.