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Beirne Wealth Consulting Services’s iShares Core S&P 500 ETF IVV Stock Holding History

Beirne Wealth Consulting Services’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 		$20.6M Buy
27,441
+167
+0.6% +$122K 4.09% 7
2026
Q1 		$17.8M Sell
27,274
-5,920
-18% -$4.04M 5.04% 4
2025
Q4 		$22.8M Buy
33,194
+285
+0.9% +$194K 6.59% 3
2025
Q3 		$22M Buy
32,909
+176
+0.5% +$113K 5.29% 3
2025
Q2 		$20.3M Buy
32,733
+11,090
+51% +$6.37M 6.6% 3
2025
Q1 		$12.2M Sell
21,643
-79
-0.4% -$46.6K 4.34% 5
2024
Q4 		$12.8M Sell
21,722
-138
-0.6% -$81.7K 4.62% 5
2024
Q3 		$12.6M Sell
21,860
-2,099
-9% -$1.17M 4.43% 5
2024
Q2 		$13.1M Sell
23,959
-3,084
-11% -$1.62M 5.29% 5
2024
Q1 		$14.2M Buy
27,043
+191
+0.7% +$95.6K 6.03% 5
2023
Q4 		$12.8M Sell
26,852
-7,103
-21% -$3.18M 6.35% 4
2023
Q3 		$15.1M Hold
33,955
– – 12.07% 2
2023
Q2 		$15.1M Buy
33,955
+1,844
+6% +$777K 12.07% 2
2023
Q1 		$13.2M Sell
32,111
-757
-2% -$303K 9.27% 3
2022
Q4 		$12.6M Sell
32,868
-8,029
-20% -$3.1M 6.22% 4
2022
Q3 		$14.7M Sell
40,897
-1,019
-2% -$407K 5.58% 4
2022
Q2 		$15.9M Sell
41,916
-523
-1% -$215K 10.38% 1
2022
Q1 		$19.3M Buy
42,439
+182
+0.4% +$81.4K 10.74% 1
2021
Q4 		$20.2M Buy
42,257
+656
+2% +$302K 11.03% 1
2021
Q3 		$17.9M Buy
41,601
+1,411
+4% +$625K 10.2% 1
2021
Q2 		$17.3M Sell
40,190
-8,603
-18% -$3.6M 9.49% 1
2021
Q1 		$19.4M Buy
48,793
+944
+2% +$365K 11.4% 1
2020
Q4 		$18M Sell
47,849
-132
-0.3% -$47K 8.89% 1
2020
Q3 		$16.1M Buy
47,981
+226
+0.5% +$75.2K 9.41% 1
2020
Q2 		$14.8M Buy
47,755
+1,690
+4% +$496K 12.05% 1
2020
Q1 		$11.9M Buy
46,065
+15,958
+53% +$4.89M 12.87% 2
2019
Q4 		$9.73M Buy
30,107
+10,496
+54% +$3.25M 8.57% 2
2019
Q3 		$5.85M Buy
19,611
+2,367
+14% +$704K 4.87% 3
2019
Q2 		$5.08M Buy
17,244
+9,495
+123% +$2.75M 4.56% 2
2019
Q1 		$2.21M Buy
7,749
+257
+3% +$70.3K 1.73% 11
2018
Q4 		$1.89M Buy
+7,492
New +$2.03M 1.61% 15

Other funds holding IVV

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 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
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Beirne Wealth Consulting Services's IVV Position: Q2 2026 in Review

Beirne Wealth Consulting Services increased its iShares Core S&P 500 ETF (IVV) stake by 0.61% in Q2 2026, buying an estimated $122K and bringing the position to 27,441 shares worth $20.6M. The position accounts for 4.09% of the portfolio, ranked #7.

Beirne Wealth Consulting Services first reported a position in IVV in Q4 2018 and has held it in 31 quarters since. The position peaked at $22.8M in Q4 2025. 2,171 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Beirne Wealth Consulting Services held 27,441 shares of iShares Core S&P 500 ETF worth $20.6M as of Q2 2026.
  • Beirne Wealth Consulting Services bought 167 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $122K.
  • iShares Core S&P 500 ETF made up 4.09% of Beirne Wealth Consulting Services's portfolio in Q2 2026, its #7 holding.
  • Beirne Wealth Consulting Services first reported a position in iShares Core S&P 500 ETF in Q4 2018 and has held it in 31 quarters since.
  • Beirne Wealth Consulting Services's iShares Core S&P 500 ETF position peaked at $22.8M in Q4 2025.
  • 2,171 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Beirne Wealth Consulting Services's 13F filing for Q2 2026, filed 15 Jul 2026.