Bernicke Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
Bernicke Wealth Management's IVV Position: Q2 2026 in Review
Bernicke Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 5.8% in Q2 2026, buying an estimated $35.7K and bringing the position to 892 shares worth $668K. The position accounts for 0.08% of the portfolio, ranked #70.
Bernicke Wealth Management first reported a position in IVV in Q1 2020 and has held it in 4 quarters since. 4,123 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Bernicke Wealth Management held 892 shares of iShares Core S&P 500 ETF worth $668K as of Q2 2026.
- Bernicke Wealth Management bought 49 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $35.7K.
- iShares Core S&P 500 ETF made up 0.08% of Bernicke Wealth Management's portfolio in Q2 2026, its #70 holding.
- Bernicke Wealth Management first reported a position in iShares Core S&P 500 ETF in Q1 2020 and has held it in 4 quarters since.
- 4,123 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Bernicke Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.