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

Bellwether 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 		$44M Buy
58,738
+1,721
+3% +$1.25M 6.52% 2
2026
Q1 		$37.2M Sell
57,017
-180
-0.3% -$123K 6.31% 2
2025
Q4 		$39.2M Sell
57,197
-547
-0.9% -$371K 6.25% 5
2025
Q3 		$38.6M Sell
57,744
-52
-0.1% -$33.5K 6.39% 5
2025
Q2 		$35.9M Buy
57,796
+243
+0.4% +$140K 6.13% 4
2025
Q1 		$32.3M Sell
57,553
-2,211
-4% -$1.31M 6.75% 3
2024
Q4 		$35.2M Sell
59,764
-252
-0.4% -$149K 6.29% 3
2024
Q3 		$34.6M Buy
60,016
+5
+0% +$2.78K 6.65% 2
2024
Q2 		$32.8M Sell
60,011
-78
-0.1% -$41K 6.89% 2
2024
Q1 		$31.6M Buy
60,089
+25
+0% +$12.5K 6.94% 3
2023
Q4 		$28.7M Sell
60,064
-1,138
-2% -$509K 7.05% 3
2023
Q3 		$26.3M Buy
61,202
+1,344
+2% +$601K 7.15% 2
2023
Q2 		$26.7M Sell
59,858
-148
-0.2% -$62.4K 7.85% 3
2023
Q1 		$24.7M Sell
60,006
-3,908
-6% -$1.57M 6.76% 3
2022
Q4 		$24.6M Sell
63,914
-1,702
-3% -$657K 7.13% 3
2022
Q3 		$23.5M Sell
65,616
-6,117
-9% -$2.44M 7.76% 2
2022
Q2 		$27.2M Sell
71,733
-13,411
-16% -$5.52M 8.75% 2
2022
Q1 		$38.6M Buy
85,144
+367
+0.4% +$164K 11.5% 1
2021
Q4 		$40.4M Sell
84,777
-215
-0.3% -$99.1K 12.58% 1
2021
Q3 		$36.6M Sell
84,992
-2,101
-2% -$931K 12.19% 1
2021
Q2 		$37.4M Buy
87,093
+5
+0% +$2.1K 12.91% 1
2021
Q1 		$34.6M Buy
87,088
+1,028
+1% +$398K 13.72% 1
2020
Q4 		$32.3M Buy
+86,060
New +$30.6M 14.22% 1

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

Bellwether Advisors's IVV Position: Q2 2026 in Review

Bellwether Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 3% in Q2 2026, buying an estimated $1.25M and bringing the position to 58,738 shares worth $44M. The position accounts for 6.52% of the portfolio, ranked #2.

Bellwether Advisors first reported a position in IVV in Q4 2020 and has held it in 23 quarters since. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Bellwether Advisors held 58,738 shares of iShares Core S&P 500 ETF worth $44M as of Q2 2026.
  • Bellwether Advisors bought 1,721 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $1.25M.
  • iShares Core S&P 500 ETF made up 6.52% of Bellwether Advisors's portfolio in Q2 2026, its #2 holding.
  • Bellwether Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 23 quarters since.
  • 4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Bellwether Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.