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Beaumont Asset Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Beaumont Asset 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 		$74.2M Buy
99,101
+5,737
+6% +$4.18M 28.83% 1
2026
Q1 		$61M Buy
93,364
+5,736
+7% +$3.92M 27.45% 1
2025
Q4 		$60M Sell
87,628
-186
-0.2% -$126K 29.99% 1
2025
Q3 		$58.8M Buy
87,814
+1,585
+2% +$1.02M 29.57% 1
2025
Q2 		$53.5M Buy
86,229
+4,090
+5% +$2.35M 28.75% 1
2025
Q1 		$46.2M Buy
82,139
+5,946
+8% +$3.51M 27.88% 1
2024
Q4 		$44.9M Sell
76,193
-1,718
-2% -$1.02M 25.97% 1
2024
Q3 		$44.9M Buy
77,911
+3,438
+5% +$1.91M 26.14% 1
2024
Q2 		$40.8M Buy
74,473
+2,379
+3% +$1.25M 26.19% 1
2024
Q1 		$37.9M Buy
72,094
+436
+0.6% +$218K 25.22% 1
2023
Q4 		$34.2M Buy
71,658
+3,294
+5% +$1.47M 24.12% 1
2023
Q3 		$29.4M Buy
68,364
+3,501
+5% +$1.57M 24.11% 1
2023
Q2 		$28.9M Sell
64,863
-1,007
-2% -$424K 21.92% 1
2023
Q1 		$27.1M Sell
65,870
-742
-1% -$297K 19.86% 1
2022
Q4 		$25.6M Sell
66,612
-3,961
-6% -$1.53M 18.74% 1
2022
Q3 		$25.3M Sell
70,573
-1,297
-2% -$518K 20.07% 1
2022
Q2 		$27.2M Buy
71,870
+4,477
+7% +$1.84M 20.61% 1
2022
Q1 		$30.6M Buy
67,393
+573
+0.9% +$256K 20.66% 1
2021
Q4 		$31.9M Buy
66,820
+5,096
+8% +$2.35M 21.23% 1
2021
Q3 		$26.6M Buy
61,724
+2,871
+5% +$1.27M 19.79% 1
2021
Q2 		$25.3M Buy
58,853
+1,112
+2% +$466K 19.48% 1
2021
Q1 		$23M Sell
57,741
-5,690
-9% -$2.2M 19.28% 1
2020
Q4 		$23.8M Buy
63,431
+1,424
+2% +$507K 21.44% 1
2020
Q3 		$20.8M Sell
62,007
-9,838
-14% -$3.27M 20.88% 1
2020
Q2 		$22.2M Sell
71,845
-2,931
-4% -$861K 23.28% 1
2020
Q1 		$19.3M Buy
74,776
+353
+0.5% +$108K 23.17% 1
2019
Q4 		$24.1M Buy
+74,423
New +$23M 22.97% 1

Other funds holding IVV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 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
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Beaumont Asset Management's IVV Position: Q2 2026 in Review

Beaumont Asset Management increased its iShares Core S&P 500 ETF (IVV) stake by 6.1% in Q2 2026, buying an estimated $4.18M and bringing the position to 99,101 shares worth $74.2M. The position accounts for 28.83% of the portfolio, ranked #1.

Beaumont Asset Management first reported a position in IVV in Q4 2019 and has held it in 27 quarters since. 1,280 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Beaumont Asset Management held 99,101 shares of iShares Core S&P 500 ETF worth $74.2M as of Q2 2026.
  • Beaumont Asset Management bought 5,737 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $4.18M.
  • iShares Core S&P 500 ETF made up 28.83% of Beaumont Asset Management's portfolio in Q2 2026, its #1 holding.
  • Beaumont Asset Management first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 27 quarters since.
  • 1,280 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Beaumont Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.