Beacon Wealthcare LLC
IVV icon

Beacon Wealthcare LLC’s iShares Core S&P 500 ETF IVV Stock Holding History

Beacon Wealthcare LLC’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
Q3 		$507K Hold
662
– – 0.16% 16
2026
Q2 		$496K Hold
662
– – 0.16% 17
2026
Q1 		$432K Hold
662
– – 0.15% 16
2025
Q4 		$453K Sell
662
-100
-13% -$67.9K 0.16% 17
2025
Q3 		$510K Buy
762
+150
+25% +$96.6K 0.18% 16
2025
Q2 		$380K Buy
612
+9
+1% +$5.17K 0.14% 17
2025
Q1 		$339K Hold
603
– – 0.14% 16
2024
Q4 		$355K Sell
603
-35
-5% -$20.7K 0.14% 16
2024
Q3 		$368K Buy
638
+35
+6% +$19.5K 0.15% 19
2024
Q2 		$330K Hold
603
– – 0.14% 17
2024
Q1 		$317K Buy
603
+48
+9% +$24K 0.14% 17
2023
Q4 		$265K Hold
555
– – 0.13% 16
2023
Q3 		$238K Hold
555
– – 0.13% 15
2023
Q2 		$247K Hold
555
– – 0.13% 14
2023
Q1 		$228K Hold
555
– – 0.12% 13
2022
Q4 		$213K Sell
555
-65
-10% -$25.1K 0.12% 14
2022
Q3 		$222K Hold
620
– – 0.13% 11
2022
Q2 		$235K Hold
620
– – 0.13% 11
2022
Q1 		$281K Hold
620
– – 0.14% 11
2021
Q4 		$296K Buy
+620
New +$286K 0.13% 11

Other funds holding IVV

Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
AIA Group
AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Greenleaf Trust
Greenleaf Trust Kalamazoo, Michigan $9.8B AUM 2.94% 1-Year Est. Return
Nationwide Fund Advisors
Nationwide Fund Advisors Columbus, Ohio $2.31B AUM 10.49% 1-Year Est. Return

Beacon Wealthcare LLC's IVV Position: Q3 2026 in Review

Beacon Wealthcare LLC held its iShares Core S&P 500 ETF (IVV) position steady in Q3 2026 at 662 shares worth $507K. The position accounts for 0.16% of the portfolio, ranked #16.

Beacon Wealthcare LLC first reported a position in IVV in Q4 2021 and has held it in 20 quarters since. The position peaked at $510K in Q3 2025. 2,066 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Beacon Wealthcare LLC held 662 shares of iShares Core S&P 500 ETF worth $507K as of Q3 2026.
  • Beacon Wealthcare LLC left its iShares Core S&P 500 ETF share count unchanged in Q3 2026.
  • iShares Core S&P 500 ETF made up 0.16% of Beacon Wealthcare LLC's portfolio in Q3 2026, its #16 holding.
  • Beacon Wealthcare LLC first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 20 quarters since.
  • Beacon Wealthcare LLC's iShares Core S&P 500 ETF position peaked at $510K in Q3 2025.
  • 2,066 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Beacon Wealthcare LLC's 13F filing for Q3 2026, filed 2 Oct 2026.