Beirne Wealth Consulting Services
IVV icon

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
Q3 		$21.3M Buy
27,805
+364
+1% +$278K 4.22% 7
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 		$9.7M 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 		$2.2M 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

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
First Command Advisory Services
First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Beirne Wealth Consulting Services's IVV Position: Q3 2026 in Review

Beirne Wealth Consulting Services increased its iShares Core S&P 500 ETF (IVV) stake by 1.3% in Q3 2026, buying an estimated $278K and bringing the position to 27,805 shares worth $21.3M. The position accounts for 4.22% of the portfolio, ranked #7.

Beirne Wealth Consulting Services first reported a position in IVV in Q4 2018 and has held it in 32 quarters since. The position peaked at $22.8M in Q4 2025. 2,837 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Beirne Wealth Consulting Services held 27,805 shares of iShares Core S&P 500 ETF worth $21.3M as of Q3 2026.
  • Beirne Wealth Consulting Services bought 364 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $278K.
  • iShares Core S&P 500 ETF made up 4.22% of Beirne Wealth Consulting Services's portfolio in Q3 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 32 quarters since.
  • Beirne Wealth Consulting Services's iShares Core S&P 500 ETF position peaked at $22.8M in Q4 2025.
  • 2,837 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Beirne Wealth Consulting Services's 13F filing for Q3 2026, filed 19 Oct 2026.