Bell & Brown Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
Bell & Brown Wealth Advisors's IVV Position: Q2 2026 in Review
Bell & Brown Wealth Advisors opened a new position in iShares Core S&P 500 ETF (IVV) in Q2 2026: 288 shares worth $216K. The stake represents 0.07% of the portfolio and ranks #72 among its holdings. This is a return to the name: Bell & Brown Wealth Advisors previously reported a position in IVV as recently as Q3 2024.
Bell & Brown Wealth Advisors first reported a position in IVV in Q3 2024 and has held it in 2 quarters since. The position peaked at $281K in Q3 2024. 4,104 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Bell & Brown Wealth Advisors held 288 shares of iShares Core S&P 500 ETF worth $216K as of Q2 2026.
- iShares Core S&P 500 ETF was a new Bell & Brown Wealth Advisors position in Q2 2026.
- iShares Core S&P 500 ETF made up 0.07% of Bell & Brown Wealth Advisors's portfolio in Q2 2026, its #72 holding.
- Bell & Brown Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q3 2024 and has held it in 2 quarters since.
- Bell & Brown Wealth Advisors's iShares Core S&P 500 ETF position peaked at $281K in Q3 2024.
- 4,104 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Bell & Brown Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.