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

Beam 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
Q3 		$81.1M Buy
105,896
+218
+0.2% +$166K 17.53% 1
2026
Q2 		$79.1M Sell
105,678
-6,729
-6% -$4.9M 17.45% 1
2026
Q1 		$73.4M Buy
112,407
+6,655
+6% +$4.54M 18.28% 1
2025
Q4 		$72.4M Buy
105,752
+1,454
+1% +$987K 19.88% 1
2025
Q3 		$69.8M Buy
104,298
+4,168
+4% +$2.68M 19.02% 1
2025
Q2 		$62.2M Buy
100,130
+1,602
+2% +$920K 18.53% 1
2025
Q1 		$55.4M Sell
98,528
-1,718
-2% -$1.01M 18.67% 1
2024
Q4 		$59M Buy
100,246
+1,131
+1% +$669K 18.67% 1
2024
Q3 		$57.2M Buy
99,115
+7,448
+8% +$4.14M 17.33% 1
2024
Q2 		$50.2M Buy
91,667
+66,784
+268% +$35.1M 16.7% 1
2024
Q1 		$13.1M Buy
24,883
+692
+3% +$346K 7.86% 2
2023
Q4 		$11.6M Sell
24,191
-733
-3% -$328K 7.33% 2
2023
Q3 		$10.7M Sell
24,924
-561
-2% -$251K 7.61% 2
2023
Q2 		$11.4M Buy
25,485
+22,079
+648% +$9.3M 7.88% 1
2023
Q1 		$1.4M Sell
3,406
-5
-0.1% -$2K 1.41% 26
2022
Q4 		$1.31M Sell
3,411
-273
-7% -$105K 1.37% 26
2022
Q3 		$1.32M Sell
3,684
-981
-21% -$392K 1.47% 25
2022
Q2 		$1.77M Sell
4,665
-3,736
-44% -$1.54M 1.96% 13
2022
Q1 		$3.81M Buy
8,401
+247
+3% +$110K 4.38% 4
2021
Q4 		$3.89M Sell
8,154
-1,086
-12% -$500K 4.45% 2
2021
Q3 		$3.98M Sell
9,240
-1,224
-12% -$542K 3.42% 4
2021
Q2 		$4.5M Sell
10,464
-528
-5% -$221K 3.88% 1
2021
Q1 		$4.37M Buy
10,992
+1,016
+10% +$393K 3.9% 1
2020
Q4 		$3.74M Sell
9,976
-2,008
-17% -$715K 3.53% 3
2020
Q3 		$4.03M Buy
11,984
+800
+7% +$266K 3.77% 2
2020
Q2 		$3.56M Sell
11,184
-17,747
-61% -$5.21M 3.58% 1
2020
Q1 		$7.48M Buy
28,931
+8,783
+44% +$2.69M 7.41% 1
2019
Q4 		$6.51M Buy
+20,148
New +$6.24M 6.07% 1

Other funds holding IVV

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
First Command Advisory Services
First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Beam Wealth Advisors's IVV Position: Q3 2026 in Review

Beam Wealth Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 0.21% in Q3 2026, buying an estimated $166K and bringing the position to 105,896 shares worth $81.1M. The position accounts for 17.53% of the portfolio, ranked #1.

Beam Wealth Advisors first reported a position in IVV in Q4 2019 and has held it in 28 quarters since. 3,020 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Beam Wealth Advisors held 105,896 shares of iShares Core S&P 500 ETF worth $81.1M as of Q3 2026.
  • Beam Wealth Advisors bought 218 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $166K.
  • iShares Core S&P 500 ETF made up 17.53% of Beam Wealth Advisors's portfolio in Q3 2026, its #1 holding.
  • Beam Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 28 quarters since.
  • 3,020 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Beam Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.