B
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
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

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Portfolio Solutions
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
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Birchbrook's IVV Position: Q2 2026 in Review

Birchbrook reduced its iShares Core S&P 500 ETF (IVV) stake by 11% in Q2 2026, selling an estimated $2.91K and leaving 34 shares worth $25.5K. The position accounts for 0.01% of the portfolio, ranked #158.

Birchbrook first reported a position in IVV in Q4 2023 and has held it in 11 quarters since. The position peaked at $48.3K in Q4 2024. 1,867 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Birchbrook held 34 shares of iShares Core S&P 500 ETF worth $25.5K as of Q2 2026.
  • Birchbrook sold 4 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $2.91K.
  • iShares Core S&P 500 ETF made up 0.01% of Birchbrook's portfolio in Q2 2026, its #158 holding.
  • Birchbrook first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
  • Birchbrook's iShares Core S&P 500 ETF position peaked at $48.3K in Q4 2024.
  • 1,867 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Birchbrook's 13F filing for Q2 2026, filed 9 Jul 2026.