Birchwood Financial Partners’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
Birchwood Financial Partners's IVV Position: Q2 2026 in Review
Birchwood Financial Partners increased its iShares Core S&P 500 ETF (IVV) stake by 0.42% in Q2 2026, buying an estimated $7.28K and bringing the position to 2,397 shares worth $1.8M. The position accounts for 1.47% of the portfolio, ranked #19.
Birchwood Financial Partners first reported a position in IVV in Q4 2025 and has held it in 3 quarters since. 4,089 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Birchwood Financial Partners held 2,397 shares of iShares Core S&P 500 ETF worth $1.8M as of Q2 2026.
- Birchwood Financial Partners bought 10 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $7.28K.
- iShares Core S&P 500 ETF made up 1.47% of Birchwood Financial Partners's portfolio in Q2 2026, its #19 holding.
- Birchwood Financial Partners first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
- 4,089 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Birchwood Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.