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Beaird Harris Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Beaird Harris Wealth Management’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 		$14.8M Buy
19,799
+288
+1% +$210K 0.93% 21
2026
Q1 		$12.7M Sell
19,511
-1,225
-6% -$836K 0.87% 21
2025
Q4 		$14.2M Buy
20,736
+692
+3% +$470K 0.98% 20
2025
Q3 		$13.4M Sell
20,044
-577
-3% -$372K 0.95% 22
2025
Q2 		$12.8M Buy
20,621
+1,517
+8% +$871K 0.99% 20
2025
Q1 		$10.7M Sell
19,104
-456
-2% -$269K 0.91% 22
2024
Q4 		$11.5M Buy
19,560
+455
+2% +$269K 0.99% 22
2024
Q3 		$11M Buy
19,105
+470
+3% +$261K 0.96% 22
2024
Q2 		$10.2M Sell
18,635
-219
-1% -$115K 0.96% 23
2024
Q1 		$9.91M Sell
18,854
-1,150
-6% -$575K 0.97% 21
2023
Q4 		$9.55M Buy
20,004
+213
+1% +$95.3K 1% 21
2023
Q3 		$8.5M Sell
19,791
-121
-0.6% -$54.1K 1.02% 20
2023
Q2 		$8.88M Sell
19,912
-726
-4% -$306K 1.06% 19
2023
Q1 		$8.48M Sell
20,638
-4,117
-17% -$1.65M 1.52% 17
2022
Q4 		$9.51M Buy
24,755
+6,328
+34% +$2.44M 1.78% 16
2022
Q3 		$6.61M Buy
18,427
+12,135
+193% +$4.85M 1.45% 15
2022
Q2 		$2.39M Buy
6,292
+4,269
+211% +$1.76M 0.66% 18
2022
Q1 		$918K Buy
2,023
+239
+13% +$107K 0.33% 34
2021
Q4 		$851K Buy
+1,784
New +$822K 0.31% 44

Other funds holding IVV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
BOF
Bank of Finland Helsinki, Finland $1.54B AUM 15.84% 1-Year Est. Return
FTWA
Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

Beaird Harris Wealth Management's IVV Position: Q2 2026 in Review

Beaird Harris Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 1.5% in Q2 2026, buying an estimated $210K and bringing the position to 19,799 shares worth $14.8M. The position accounts for 0.93% of the portfolio, ranked #21.

Beaird Harris Wealth Management first reported a position in IVV in Q4 2021 and has held it in 19 quarters since. 853 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Beaird Harris Wealth Management held 19,799 shares of iShares Core S&P 500 ETF worth $14.8M as of Q2 2026.
  • Beaird Harris Wealth Management bought 288 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $210K.
  • iShares Core S&P 500 ETF made up 0.93% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #21 holding.
  • Beaird Harris Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
  • 853 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.