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

BIP 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 		$35.3M Buy
47,085
+21,490
+84% +$15.6M 1% 16
2026
Q1 		$16.7M Sell
25,595
-186
-0.7% -$127K 0.68% 33
2025
Q4 		$17.7M Buy
25,781
+7,618
+42% +$5.17M 0.62% 36
2025
Q3 		$12.2M Buy
18,163
+3,191
+21% +$2.06M 0.6% 32
2025
Q2 		$9.3M Buy
14,972
+1,312
+10% +$753K 0.57% 31
2025
Q1 		$7.68M Sell
13,660
-509
-4% -$301K 0.5% 33
2024
Q4 		$8.34M Sell
14,169
-314
-2% -$186K 0.56% 27
2024
Q3 		$8.35M Buy
14,483
+1,010
+7% +$562K 0.57% 28
2024
Q2 		$7.37M Buy
13,473
+215
+2% +$113K 0.6% 25
2024
Q1 		$6.97M Buy
13,258
+267
+2% +$134K 0.51% 32
2023
Q4 		$6.21M Sell
12,991
-112
-0.9% -$50.1K 0.49% 34
2023
Q3 		$5.63M Buy
13,103
+1,250
+11% +$559K 0.52% 33
2023
Q2 		$5.28M Sell
11,853
-646
-5% -$272K 0.43% 35
2023
Q1 		$5.14M Buy
+12,499
New +$5.01M 0.57% 36

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 22.9% 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

BIP Wealth's IVV Position: Q2 2026 in Review

BIP Wealth increased its iShares Core S&P 500 ETF (IVV) stake by 84% in Q2 2026, buying an estimated $15.6M and bringing the position to 47,085 shares worth $35.3M. The position accounts for 1% of the portfolio, ranked #16.

BIP Wealth first reported a position in IVV in Q1 2023 and has held it in 14 quarters since. 4,123 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • BIP Wealth held 47,085 shares of iShares Core S&P 500 ETF worth $35.3M as of Q2 2026.
  • BIP Wealth bought 21,490 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $15.6M.
  • iShares Core S&P 500 ETF made up 1% of BIP Wealth's portfolio in Q2 2026, its #16 holding.
  • BIP Wealth first reported a position in iShares Core S&P 500 ETF in Q1 2023 and has held it in 14 quarters since.
  • 4,123 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.