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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$34.3M Buy
45,741
+2,967
+7% +$2.16M 29.26% 1
2026
Q1
$27.9M Sell
42,774
-3,460
-7% -$2.36M 25.99% 1
2025
Q4
$31.7M Buy
+46,234
New +$31.4M 29.09% 1

Other funds holding IVV

Bedminster's IVV Position: Q2 2026 in Review

Bedminster increased its iShares Core S&P 500 ETF (IVV) stake by 6.9% in Q2 2026, buying an estimated $2.16M and bringing the position to 45,741 shares worth $34.3M. The position accounts for 29.26% of the portfolio, ranked #1.

Bedminster first reported a position in IVV in Q4 2025 and has held it in 3 quarters since. 4,093 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Bedminster held 45,741 shares of iShares Core S&P 500 ETF worth $34.3M as of Q2 2026.
  • Bedminster bought 2,967 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $2.16M.
  • iShares Core S&P 500 ETF made up 29.26% of Bedminster's portfolio in Q2 2026, its #1 holding.
  • Bedminster first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
  • 4,093 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Bedminster's 13F filing for Q2 2026, filed 4 Aug 2026.