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

BostonPremier 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 		$950K Hold
1,241
– – 0.39% 22
2026
Q2 		$929K Hold
1,241
– – 0.39% 22
2026
Q1 		$810K Buy
1,241
+1
+0.1% +$683 0.42% 23
2025
Q4 		$850K Sell
1,240
-255
-17% -$173K 0.44% 21
2025
Q3 		$1M Buy
+1,495
New +$963K 0.5% 21

Other funds holding IVV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
Alaska Permanent Fund
Alaska Permanent Fund Juneau, Alaska $1.28B AUM 16.36% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

BostonPremier Wealth's IVV Position: Q3 2026 in Review

BostonPremier Wealth held its iShares Core S&P 500 ETF (IVV) position steady in Q3 2026 at 1,241 shares worth $950K. The position accounts for 0.39% of the portfolio, ranked #22.

BostonPremier Wealth first reported a position in IVV in Q3 2025 and has held it in 5 quarters since. The position peaked at $1M in Q3 2025. 1,051 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • BostonPremier Wealth held 1,241 shares of iShares Core S&P 500 ETF worth $950K as of Q3 2026.
  • BostonPremier Wealth left its iShares Core S&P 500 ETF share count unchanged in Q3 2026.
  • iShares Core S&P 500 ETF made up 0.39% of BostonPremier Wealth's portfolio in Q3 2026, its #22 holding.
  • BostonPremier Wealth first reported a position in iShares Core S&P 500 ETF in Q3 2025 and has held it in 5 quarters since.
  • BostonPremier Wealth's iShares Core S&P 500 ETF position peaked at $1M in Q3 2025.
  • 1,051 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on BostonPremier Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.