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Beckerman Institutional’s iShares Core S&P 500 ETF IVV Stock Holding History

Beckerman Institutional’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 		$656K Buy
1,005
+208
+26% +$142K 0.35% 65
2025
Q4 		$546K Hold
797
– – 0.31% 76
2025
Q3 		$533K Buy
797
+1
+0.1% +$644 0.31% 71
2025
Q2 		$494K Hold
796
– – 0.33% 70
2025
Q1 		$447K Hold
796
– – 0.32% 71
2024
Q4 		$469K Hold
796
– – 0.38% 64
2024
Q3 		$459K Buy
+796
New +$443K 0.39% 62

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

Beckerman Institutional's IVV Position: Q1 2026 in Review

Beckerman Institutional increased its iShares Core S&P 500 ETF (IVV) stake by 26% in Q1 2026, buying an estimated $142K and bringing the position to 1,005 shares worth $656K. The position accounts for 0.35% of the portfolio, ranked #65.

Beckerman Institutional first reported a position in IVV in Q3 2024 and has held it in 7 quarters since. 3,975 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Beckerman Institutional held 1,005 shares of iShares Core S&P 500 ETF worth $656K as of Q1 2026.
  • Beckerman Institutional bought 208 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $142K.
  • iShares Core S&P 500 ETF made up 0.35% of Beckerman Institutional's portfolio in Q1 2026, its #65 holding.
  • Beckerman Institutional first reported a position in iShares Core S&P 500 ETF in Q3 2024 and has held it in 7 quarters since.
  • 3,975 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Beckerman Institutional's 13F filing for Q1 2026, filed 4 May 2026.