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

Birchcreek Wealth Management’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
Q1 		$1.32M Buy
2,024
+240
+13% +$164K 0.64% 29
2025
Q4 		$1.22M Sell
1,784
-249
-12% -$169K 0.6% 30
2025
Q3 		$1.36M Sell
2,033
-70
-3% -$45.1K 0.7% 30
2025
Q2 		$1.31M Buy
2,103
+173
+9% +$99.3K 0.74% 27
2025
Q1 		$1.08M Sell
1,930
-224
-10% -$132K 0.68% 28
2024
Q4 		$1.27M Sell
2,154
-225
-9% -$133K 0.8% 26
2024
Q3 		$1.37M Sell
2,379
-238
-9% -$132K 0.9% 24
2024
Q2 		$1.43M Hold
2,617
– – 0.81% 27
2024
Q1 		$1.38M Buy
2,617
+134
+5% +$67K 0.72% 33
2023
Q4 		$1.19M Buy
2,483
+170
+7% +$76.1K 0.71% 40
2023
Q3 		$993K Sell
2,313
-9
-0.4% -$4.03K 0.67% 43
2023
Q2 		$1.03M Sell
2,322
-963
-29% -$406K 0.72% 35
2023
Q1 		$1.35M Buy
3,285
+853
+35% +$342K 1.07% 24
2022
Q4 		$934K Buy
2,432
+8
+0.3% +$3.09K 0.83% 35
2022
Q3 		$869K Buy
2,424
+76
+3% +$30.3K 0.81% 32
2022
Q2 		$890K Buy
2,348
+57
+2% +$23.4K 0.8% 36
2022
Q1 		$1.04M Buy
2,291
+15
+0.7% +$6.71K 0.92% 28
2021
Q4 		$1.08M Sell
2,276
-11
-0.5% -$5.07K 0.95% 30
2021
Q3 		$985K Sell
2,287
-9
-0.4% -$3.99K 0.92% 29
2021
Q2 		$987K Sell
2,296
-18
-0.8% -$7.54K 0.95% 29
2021
Q1 		$921K Sell
2,314
-79
-3% -$30.6K 0.97% 29
2020
Q4 		$898K Buy
+2,393
New +$852K 0.88% 29

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Birchcreek Wealth Management's IVV Position: Q1 2026 in Review

Birchcreek Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 13% in Q1 2026, buying an estimated $164K and bringing the position to 2,024 shares worth $1.32M. The position accounts for 0.64% of the portfolio, ranked #29.

Birchcreek Wealth Management first reported a position in IVV in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.43M in Q2 2024. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Birchcreek Wealth Management held 2,024 shares of iShares Core S&P 500 ETF worth $1.32M as of Q1 2026.
  • Birchcreek Wealth Management bought 240 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $164K.
  • iShares Core S&P 500 ETF made up 0.64% of Birchcreek Wealth Management's portfolio in Q1 2026, its #29 holding.
  • Birchcreek Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 22 quarters since.
  • Birchcreek Wealth Management's iShares Core S&P 500 ETF position peaked at $1.43M in Q2 2024.
  • 3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Birchcreek Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.