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

Boulder Wealth Advisors’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	$39.9M	Buy	53,251 +930	+2%	+$677K	14.54%	2
2026 Q1	$34.2M	Sell	52,321 -17,465	-25%	-$11.9M	13.62%	2
2025 Q4	$47.8M	Buy	69,786 +764	+1%	+$519K	20.2%	1
2025 Q3	$46.2M	Buy	+69,022	New	+$44.5M	21.48%	1
2025 Q1	$26.9M	Buy	47,794 +880	+2%	+$520K	15.63%	2
2024 Q4	$27.6M	Buy	46,914 +505	+1%	+$299K	14.23%	2
2024 Q3	$26.8M	Sell	46,409 -8,065	-15%	-$4.48M	14.55%	2
2024 Q2	$29.8M	Buy	54,474 +1,201	+2%	+$632K	17.39%	2
2024 Q1	$28M	Buy	+53,273	New	+$26.7M	17.35%	2
2022 Q4	$16.8M	Buy	+43,785	New	+$16.9M	15.05%	1

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Boulder Wealth Advisors's IVV Position: Q2 2026 in Review

Boulder Wealth Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 1.8% in Q2 2026, buying an estimated $677K and bringing the position to 53,251 shares worth $39.9M. The position accounts for 14.54% of the portfolio, ranked #2.

Boulder Wealth Advisors first reported a position in IVV in Q4 2022 and has held it in 10 quarters since. The position peaked at $47.8M in Q4 2025. 4,115 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Boulder Wealth Advisors held 53,251 shares of iShares Core S&P 500 ETF worth $39.9M as of Q2 2026.
Boulder Wealth Advisors bought 930 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $677K.
iShares Core S&P 500 ETF made up 14.54% of Boulder Wealth Advisors's portfolio in Q2 2026, its #2 holding.
Boulder Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 10 quarters since.
Boulder Wealth Advisors's iShares Core S&P 500 ETF position peaked at $47.8M in Q4 2025.
4,115 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Boulder Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.