BFIM
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Beese Fulmer Investment Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Beese Fulmer Investment 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 		$2.14M Buy
2,860
+108
+4% +$78.6K 0.12% 105
2026
Q1 		$1.8M Sell
2,752
-12
-0.4% -$8.19K 0.12% 113
2025
Q4 		$1.89M Buy
2,764
+110
+4% +$74.7K 0.12% 110
2025
Q3 		$1.78M Sell
2,654
-3
-0.1% -$1.93K 0.12% 112
2025
Q2 		$1.65M Buy
2,657
+468
+21% +$269K 0.12% 114
2025
Q1 		$1.23M Buy
2,189
+206
+10% +$122K 0.11% 112
2024
Q4 		$1.17M Buy
1,983
+3
+0.2% +$1.78K 0.1% 116
2024
Q3 		$1.14M Buy
1,980
+634
+47% +$353K 0.1% 115
2024
Q2 		$737K Buy
1,346
+38
+3% +$20K 0.07% 128
2024
Q1 		$688K Buy
1,308
+636
+95% +$318K 0.06% 133
2023
Q4 		$321K Sell
672
-32
-5% -$14.3K 0.03% 179
2023
Q3 		$302K Buy
704
+9
+1% +$4.03K 0.03% 176
2023
Q2 		$310K Buy
695
+2
+0.3% +$843 0.03% 175
2023
Q1 		$285K Sell
693
-20
-3% -$8.02K 0.03% 185
2022
Q4 		$274K Buy
+713
New +$275K 0.03% 184
2021
Q4 		– Sell
-500
Closed -$215K – 250
2021
Q3 		$215K Buy
+500
New +$222K 0.02% 222
2020
Q3 		– Sell
-43
Closed -$13K – 368
2020
Q2 		$13K Buy
+43
New +$12.6K ﹤0.01% 452

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Beese Fulmer Investment Management's IVV Position: Q2 2026 in Review

Beese Fulmer Investment Management increased its iShares Core S&P 500 ETF (IVV) stake by 3.9% in Q2 2026, buying an estimated $78.6K and bringing the position to 2,860 shares worth $2.14M. The position accounts for 0.12% of the portfolio, ranked #105.

Beese Fulmer Investment Management first reported a position in IVV in Q2 2020 and has held it in 17 quarters since. 4,089 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Beese Fulmer Investment Management held 2,860 shares of iShares Core S&P 500 ETF worth $2.14M as of Q2 2026.
  • Beese Fulmer Investment Management bought 108 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $78.6K.
  • iShares Core S&P 500 ETF made up 0.12% of Beese Fulmer Investment Management's portfolio in Q2 2026, its #105 holding.
  • Beese Fulmer Investment Management first reported a position in iShares Core S&P 500 ETF in Q2 2020 and has held it in 17 quarters since.
  • 4,089 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.