Bell Investment Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Bell Investment Advisors’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	$95.5K	Sell	128 -10	-7%	-$7.28K	0.01%	192
2026 Q1	$90.3K	Sell	138 -378	-73%	-$258K	0.01%	180
2025 Q4	$353K	Sell	516 -77	-13%	-$52.3K	0.06%	94
2025 Q3	$397K	Buy	593 +367	+162%	+$236K	0.06%	88
2025 Q2	$140K	Buy	226 +38	+20%	+$21.8K	0.02%	140
2025 Q1	$106K	Sell	188 -11	-6%	-$6.5K	0.02%	139
2024 Q4	$117K	Sell	199 -12	-6%	-$7.1K	0.02%	132
2024 Q3	$122K	Sell	211 -22	-9%	-$12.2K	0.02%	131
2024 Q2	$128K	Buy	233 +1	+0.4%	+$526	0.03%	125
2024 Q1	$122K	Hold	232	–	–	0.02%	129
2023 Q4	$111K	Sell	232 -24	-9%	-$10.7K	0.02%	124
2023 Q3	$110K	Sell	256 -31	-11%	-$13.9K	0.02%	114
2023 Q2	$128K	Buy	287 +1	+0.3%	+$421	0.03%	99
2023 Q1	$117K	Sell	286 -33	-10%	-$13.2K	0.03%	94
2022 Q4	$122K	Buy	319 +3	+0.9%	+$1.16K	0.03%	97
2022 Q3	$113K	Sell	316 -63	-17%	-$25.2K	0.04%	76
2022 Q2	$144K	Buy	+379	New	+$156K	0.04%	76
2021 Q4	$213K	Buy	447 +3	+0.7%	+$1.38K	0.06%	74
2021 Q3	$191K	Buy	+444	New	+$197K	0.06%	72

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Bell Investment Advisors's IVV Position: Q2 2026 in Review

Bell Investment Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 7.2% in Q2 2026, selling an estimated $7.28K and leaving 128 shares worth $95.5K. The position accounts for 0.01% of the portfolio, ranked #192.

Bell Investment Advisors first reported a position in IVV in Q3 2021 and has held it in 19 quarters since. The position peaked at $397K in Q3 2025. 4,123 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Bell Investment Advisors held 128 shares of iShares Core S&P 500 ETF worth $95.5K as of Q2 2026.
Bell Investment Advisors sold 10 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $7.28K.
iShares Core S&P 500 ETF made up 0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #192 holding.
Bell Investment Advisors first reported a position in iShares Core S&P 500 ETF in Q3 2021 and has held it in 19 quarters since.
Bell Investment Advisors's iShares Core S&P 500 ETF position peaked at $397K in Q3 2025.
4,123 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.