Birch Hill Investment Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Birch Hill Investment 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	$30.5M	Sell	40,764 -49	-0.1%	-$35.7K	1.24%	28
2026 Q1	$26.7M	Sell	40,813 -195	-0.5%	-$133K	1.2%	30
2025 Q4	$28.1M	Buy	41,008 +68	+0.2%	+$46.2K	1.17%	28
2025 Q3	$27.4M	Sell	40,940 -280	-0.7%	-$180K	1.16%	29
2025 Q2	$25.6M	Sell	41,220 -183	-0.4%	-$105K	1.14%	28
2025 Q1	$23.3M	Buy	41,403 +497	+1%	+$293K	1.1%	29
2024 Q4	$24.1M	Sell	40,906 -4,941	-11%	-$2.92M	1.12%	30
2024 Q3	$26.4M	Buy	45,847 +255	+0.6%	+$142K	1.24%	28
2024 Q2	$24.9M	Buy	45,592 +114	+0.3%	+$59.9K	1.21%	29
2024 Q1	$23.9M	Buy	45,478 +764	+2%	+$382K	1.16%	31
2023 Q4	$21.4M	Buy	44,714 +148	+0.3%	+$66.2K	1.14%	30
2023 Q3	$19.1M	Buy	44,566 +270	+0.6%	+$121K	1.14%	28
2023 Q2	$19.7M	Buy	44,296 +479	+1%	+$202K	1.13%	29
2023 Q1	$18M	Buy	43,817 +1,976	+5%	+$792K	1.12%	28
2022 Q4	$16.1M	Buy	41,841 +172	+0.4%	+$66.4K	1.03%	30
2022 Q3	$14.9M	Buy	41,669 +202	+0.5%	+$80.7K	1.01%	29
2022 Q2	$15.7M	Buy	41,467 +888	+2%	+$365K	0.98%	31
2022 Q1	$18.4M	Buy	40,579 +5,647	+16%	+$2.53M	0.98%	29
2021 Q4	$16.7M	Sell	34,932 -439	-1%	-$202K	0.82%	33
2021 Q3	$15.2M	Buy	35,371 +14	+0%	+$6.2K	0.82%	33
2021 Q2	$15.2M	Buy	35,357 +460	+1%	+$193K	0.82%	33
2021 Q1	$13.9M	Buy	34,897 +844	+2%	+$327K	0.79%	34
2020 Q4	$12.8M	Buy	34,053 +849	+3%	+$302K	0.76%	34
2020 Q3	$11.2M	Sell	33,204 -694	-2%	-$231K	0.74%	33
2020 Q2	$10.5M	Buy	33,898 +74	+0.2%	+$21.7K	0.77%	33
2020 Q1	$8.74M	Sell	33,824 -1,162	-3%	-$356K	0.77%	32
2019 Q4	$11.3M	Buy	34,986 +3,209	+10%	+$993K	0.75%	37
2019 Q3	$9.49M	Sell	31,777 -39	-0.1%	-$11.6K	0.68%	39
2019 Q2	$9.38M	Buy	31,816 +1,879	+6%	+$545K	0.69%	38
2019 Q1	$8.52M	Sell	29,937 -116	-0.4%	-$31.7K	0.65%	41
2018 Q4	$7.56M	Buy	30,053 +778	+3%	+$211K	0.66%	41
2018 Q3	$8.57M	Buy	29,275 +1,780	+6%	+$511K	0.63%	39
2018 Q2	$7.51M	Buy	27,495 +1,381	+5%	+$376K	0.6%	40
2018 Q1	$6.93M	Buy	26,114 +1,231	+5%	+$339K	0.57%	41
2017 Q4	$6.69M	Sell	24,883 -73	-0.3%	-$19.1K	0.55%	43
2017 Q3	$6.31M	Sell	24,956 -162	-0.6%	-$40.2K	0.55%	44
2017 Q2	$6.11M	Buy	25,118 +2,036	+9%	+$491K	0.54%	42
2017 Q1	$5.48M	Buy	23,082 +43	+0.2%	+$10.1K	0.47%	43
2016 Q4	$5.18M	Sell	23,039 -3,140	-12%	-$690K	0.47%	44
2016 Q3	$5.7M	Sell	26,179 -205	-0.8%	-$44.6K	0.53%	44
2016 Q2	$5.55M	Buy	26,384 +308	+1%	+$64.3K	0.55%	43
2016 Q1	$5.39M	Buy	26,076 +4,509	+21%	+$885K	0.57%	44
2015 Q4	$4.42M	Buy	21,567 +774	+4%	+$160K	0.46%	45
2015 Q3	$4.01M	Sell	20,793 -3,970	-16%	-$810K	0.44%	47
2015 Q2	$5.13M	Sell	24,763 -201	-0.8%	-$42.6K	0.53%	46
2015 Q1	$5.19M	Sell	24,964 -1,107	-4%	-$230K	0.53%	45
2014 Q4	$5.39M	Buy	26,071 +70	+0.3%	+$14.2K	0.55%	46
2014 Q3	$5.16M	Sell	26,001 -1,363	-5%	-$271K	0.54%	43
2014 Q2	$5.39M	Buy	27,364 +419	+2%	+$80.2K	0.56%	41
2014 Q1	$5.07M	Buy	26,945 +2,481	+10%	+$458K	0.55%	43
2013 Q4	$4.54M	Buy	24,464 +818	+3%	+$146K	0.49%	48
2013 Q3	$3.99M	Sell	23,646 -209	-0.9%	-$35.2K	0.47%	49
2013 Q2	$3.84M	Buy	+23,855	New	+$3.86M	0.48%	49

Other funds holding IVV

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Birch Hill Investment Advisors's IVV Position: Q2 2026 in Review

Birch Hill Investment Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 0.12% in Q2 2026, selling an estimated $35.7K and leaving 40,764 shares worth $30.5M. The position accounts for 1.24% of the portfolio, ranked #28.

Birch Hill Investment Advisors first reported a position in IVV in Q2 2013 and has held it in 53 quarters since. 2,171 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Birch Hill Investment Advisors held 40,764 shares of iShares Core S&P 500 ETF worth $30.5M as of Q2 2026.
Birch Hill Investment Advisors sold 49 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $35.7K.
iShares Core S&P 500 ETF made up 1.24% of Birch Hill Investment Advisors's portfolio in Q2 2026, its #28 holding.
Birch Hill Investment Advisors first reported a position in iShares Core S&P 500 ETF in Q2 2013 and has held it in 53 quarters since.
2,171 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Birch Hill Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.