BLVD Private Wealth’s iShares Core S&P 500 ETF IVV Stock Holding History

BLVD Private Wealth’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	$363K	Buy	474 +21	+5%	+$16K	0.27%	50
2026 Q2	$339K	Sell	453 -5	-1%	-$3.64K	0.25%	50
2026 Q1	$299K	Sell	458 -1	-0.2%	-$683	0.26%	50
2025 Q4	$314K	Buy	459 +7	+2%	+$4.75K	0.27%	49
2025 Q3	$303K	Sell	452 -10	-2%	-$6.44K	0.26%	54
2025 Q2	$287K	Buy	+462	New	+$265K	0.27%	52

Other funds holding IVV

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Alaska Permanent Fund Juneau, Alaska $1.28B AUM 16.36% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return

BLVD Private Wealth's IVV Position: Q3 2026 in Review

BLVD Private Wealth increased its iShares Core S&P 500 ETF (IVV) stake by 4.6% in Q3 2026, buying an estimated $16K and bringing the position to 474 shares worth $363K. The position accounts for 0.27% of the portfolio, ranked #50.

BLVD Private Wealth first reported a position in IVV in Q2 2025 and has held it in 6 quarters since. 989 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

BLVD Private Wealth held 474 shares of iShares Core S&P 500 ETF worth $363K as of Q3 2026.
BLVD Private Wealth bought 21 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $16K.
iShares Core S&P 500 ETF made up 0.27% of BLVD Private Wealth's portfolio in Q3 2026, its #50 holding.
BLVD Private Wealth first reported a position in iShares Core S&P 500 ETF in Q2 2025 and has held it in 6 quarters since.
989 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on BLVD Private Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.