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BFI Wealth Solutions’s iShares Core S&P 500 ETF IVV Stock Holding History

BFI Wealth Solutions’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 		$528K Hold
705
– – 0.39% 52
2026
Q1 		$466K Hold
705
– – 0.45% 53
2025
Q4 		$483K Buy
+705
New +$479K 0.46% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

BFI Wealth Solutions's IVV Position: Q2 2026 in Review

BFI Wealth Solutions held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 705 shares worth $528K. The position accounts for 0.39% of the portfolio, ranked #52.

BFI Wealth Solutions first reported a position in IVV in Q4 2025 and has held it in 3 quarters since. 2,884 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • BFI Wealth Solutions held 705 shares of iShares Core S&P 500 ETF worth $528K as of Q2 2026.
  • BFI Wealth Solutions left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
  • iShares Core S&P 500 ETF made up 0.39% of BFI Wealth Solutions's portfolio in Q2 2026, its #52 holding.
  • BFI Wealth Solutions first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,884 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on BFI Wealth Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.