Birchbrook
IVV icon

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

Birchbrook’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
Q3 		$19.9K Sell
26
-8
-24% -$6.1K 0.01% 166
2026
Q2 		$25.5K Sell
34
-4
-11% -$2.91K 0.01% 158
2026
Q1 		$24.8K Sell
38
-2
-5% -$1.37K 0.01% 155
2025
Q4 		$27.4K Hold
40
– – 0.01% 159
2025
Q3 		$26.8K Hold
40
– – 0.01% 149
2025
Q2 		$24.8K Sell
40
-42
-51% -$24.1K 0.01% 149
2025
Q1 		$46.1K Hold
82
– – 0.03% 122
2024
Q4 		$48.3K Buy
82
+24
+41% +$14.2K 0.03% 122
2024
Q3 		$33.5K Hold
58
– – 0.02% 129
2024
Q2 		$31.7K Hold
58
– – 0.02% 137
2024
Q1 		$30.5K Buy
58
+50
+625% +$25K 0.02% 141
2023
Q4 		$3.82K Buy
+8
New +$3.58K ﹤0.01% 250

Other funds holding IVV

Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
AIA Group
AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Greenleaf Trust
Greenleaf Trust Kalamazoo, Michigan $9.8B AUM 2.94% 1-Year Est. Return
Nationwide Fund Advisors
Nationwide Fund Advisors Columbus, Ohio $2.31B AUM 10.49% 1-Year Est. Return

Birchbrook's IVV Position: Q3 2026 in Review

Birchbrook reduced its iShares Core S&P 500 ETF (IVV) stake by 24% in Q3 2026, selling an estimated $6.1K and leaving 26 shares worth $19.9K. The position accounts for 0.01% of the portfolio, ranked #166.

Birchbrook first reported a position in IVV in Q4 2023 and has held it in 12 quarters since. The position peaked at $48.3K in Q4 2024. 2,066 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Birchbrook held 26 shares of iShares Core S&P 500 ETF worth $19.9K as of Q3 2026.
  • Birchbrook sold 8 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $6.1K.
  • iShares Core S&P 500 ETF made up 0.01% of Birchbrook's portfolio in Q3 2026, its #166 holding.
  • Birchbrook first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 12 quarters since.
  • Birchbrook's iShares Core S&P 500 ETF position peaked at $48.3K in Q4 2024.
  • 2,066 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Birchbrook's 13F filing for Q3 2026, filed 14 Oct 2026.