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Beverly Hills Private Wealth’s iShares Core S&P 500 ETF IVV Stock Holding History

Beverly Hills Private Wealth’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 		$4.49M Sell
6,001
-224
-4% -$163K 0.86% 37
2026
Q1 		$4.07M Buy
6,225
+131
+2% +$89.5K 0.68% 42
2025
Q4 		$4.17M Buy
6,094
+44
+0.7% +$29.9K 0.71% 35
2025
Q3 		$4.05M Sell
6,050
-72
-1% -$46.4K 0.71% 33
2025
Q2 		$3.8M Sell
6,122
-738
-11% -$424K 0.71% 33
2025
Q1 		$3.85M Sell
6,860
-652
-9% -$385K 0.76% 30
2024
Q4 		$4.42M Buy
7,512
+558
+8% +$330K 0.89% 21
2024
Q3 		$4.01M Sell
6,954
-473
-6% -$263K 0.81% 26
2024
Q2 		$4.06M Sell
7,427
-377
-5% -$198K 0.88% 25
2024
Q1 		$4.1M Sell
7,804
-1,616
-17% -$809K 0.95% 21
2023
Q4 		$4.5M Buy
9,420
+1,903
+25% +$852K 1.17% 16
2023
Q3 		$3.23M Sell
7,517
-7,986
-52% -$3.57M 0.96% 21
2023
Q2 		$6.96M Buy
15,503
+8,992
+138% +$3.79M 1.14% 17
2023
Q1 		$2.68M Buy
6,511
+2,809
+76% +$1.13M 0.83% 31
2022
Q4 		$1.42M Buy
+3,702
New +$1.43M 0.62% 53

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

Beverly Hills Private Wealth's IVV Position: Q2 2026 in Review

Beverly Hills Private Wealth reduced its iShares Core S&P 500 ETF (IVV) stake by 3.6% in Q2 2026, selling an estimated $163K and leaving 6,001 shares worth $4.49M. The position accounts for 0.86% of the portfolio, ranked #37.

Beverly Hills Private Wealth first reported a position in IVV in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.96M in Q2 2023. 4,089 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Beverly Hills Private Wealth held 6,001 shares of iShares Core S&P 500 ETF worth $4.49M as of Q2 2026.
  • Beverly Hills Private Wealth sold 224 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $163K.
  • iShares Core S&P 500 ETF made up 0.86% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #37 holding.
  • Beverly Hills Private Wealth first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
  • Beverly Hills Private Wealth's iShares Core S&P 500 ETF position peaked at $6.96M in Q2 2023.
  • 4,089 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.