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

Beacon Pointe 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
Q1 		$460M Buy
704,106
+288,534
+69% +$197M 2.43% 3
2025
Q4 		$285M Buy
415,572
+25,250
+6% +$17.1M 2% 5
2025
Q3 		$261M Buy
390,322
+104,866
+37% +$67.5M 2.21% 5
2025
Q2 		$177M Sell
285,456
-9,636
-3% -$5.53M 1.85% 6
2025
Q1 		$166M Buy
295,092
+8,544
+3% +$5.05M 1.86% 7
2024
Q4 		$169M Buy
286,548
+5,781
+2% +$3.42M 1.87% 6
2024
Q3 		$162M Sell
280,767
-7,925
-3% -$4.41M 1.87% 6
2024
Q2 		$158M Sell
288,692
-22,997
-7% -$12.1M 1.87% 5
2024
Q1 		$164M Sell
311,689
-4,383
-1% -$2.19M 1.82% 6
2023
Q4 		$151M Sell
316,072
-39,780
-11% -$17.8M 1.8% 5
2023
Q3 		$153M Buy
355,852
+48,495
+16% +$21.7M 1.9% 5
2023
Q2 		$137M Buy
307,357
+33,311
+12% +$14M 2.24% 5
2023
Q1 		$113M Sell
274,046
-6,081
-2% -$2.44M 1.92% 7
2022
Q4 		$108M Sell
280,127
-5,193
-2% -$2M 2.09% 5
2022
Q3 		$102M Sell
285,320
-25,475
-8% -$10.2M 2.29% 4
2022
Q2 		$118M Sell
310,795
-24,370
-7% -$10M 2.49% 4
2022
Q1 		$152M Buy
335,165
+51,828
+18% +$23.2M 2.08% 5
2021
Q4 		$135M Buy
283,337
+139,194
+97% +$64.1M 3.52% 3
2021
Q3 		$62.1M Buy
144,143
+9,293
+7% +$4.12M 1.53% 9
2021
Q2 		$58M Buy
134,850
+2,968
+2% +$1.24M 2.05% 7
2021
Q1 		$52.5M Buy
131,882
+14,893
+13% +$5.77M 3.22% 3
2020
Q4 		$43.9M Sell
116,989
-13,051
-10% -$4.65M 3% 4
2020
Q3 		$43.7M Sell
130,040
-5,303
-4% -$1.76M 4.23% 2
2020
Q2 		$41.9M Sell
135,343
-5,294
-4% -$1.55M 4.2% 3
2020
Q1 		$36.3M Buy
140,637
+103,943
+283% +$31.9M 5.79% 1
2019
Q4 		$11.9M Buy
36,694
+3,713
+11% +$1.15M 3.68% 4
2019
Q3 		$9.84M Sell
32,981
-594
-2% -$177K 4.25% 3
2019
Q2 		$9.9M Buy
33,575
+7,620
+29% +$2.21M 3.61% 4
2019
Q1 		$7.38M Buy
25,955
+6,944
+37% +$1.9M 2.77% 5
2018
Q4 		$4.79M Buy
+19,011
New +$5.16M 2.91% 5

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 Pointe Advisors's IVV Position: Q1 2026 in Review

Beacon Pointe Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 69% in Q1 2026, buying an estimated $197M and bringing the position to 704,106 shares worth $460M. The position accounts for 2.43% of the portfolio, ranked #3.

Beacon Pointe Advisors first reported a position in IVV in Q4 2018 and has held it in 30 quarters since. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Beacon Pointe Advisors held 704,106 shares of iShares Core S&P 500 ETF worth $460M as of Q1 2026.
  • Beacon Pointe Advisors bought 288,534 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $197M.
  • iShares Core S&P 500 ETF made up 2.43% of Beacon Pointe Advisors's portfolio in Q1 2026, its #3 holding.
  • Beacon Pointe Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2018 and has held it in 30 quarters since.
  • 3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.