Bowman & Company’s iShares Core S&P 500 ETF IVV Stock Holding History

Bowman & Company’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
2025 Q4	$736K	Buy	1,074 +88	+9%	+$59.8K	0.31%	67
2025 Q3	$661K	Sell	986 -7	-0.7%	-$4.51K	0.28%	73
2025 Q2	$617K	Buy	993 +371	+60%	+$213K	0.28%	73
2025 Q1	$349K	Buy	622 +2	+0.3%	+$1.18K	0.17%	89
2024 Q4	$365K	Buy	620 +6	+1%	+$3.55K	0.19%	84
2024 Q3	$353K	Sell	614 -73	-11%	-$40.6K	0.19%	84
2024 Q2	$376K	Buy	687 +109	+19%	+$57.3K	0.22%	81
2024 Q1	$304K	Sell	578 -30	-5%	-$15K	0.18%	84
2023 Q4	$291K	Sell	608 -196	-24%	-$87.7K	0.2%	75
2023 Q3	$346K	Buy	804 +198	+33%	+$88.6K	0.28%	69
2023 Q2	$271K	Sell	606 -8	-1%	-$3.37K	0.21%	75
2023 Q1	$252K	Sell	614 -79	-11%	-$31.7K	0.19%	80
2022 Q4	$266K	Buy	+693	New	+$267K	0.21%	77

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bowman & Company's IVV Position: Q4 2025 in Review

Bowman & Company increased its iShares Core S&P 500 ETF (IVV) stake by 8.9% in Q4 2025, buying an estimated $59.8K and bringing the position to 1,074 shares worth $736K. The position accounts for 0.31% of the portfolio, ranked #67.

Bowman & Company first reported a position in IVV in Q4 2022 and has held it in 13 quarters since. 4,001 funds tracked by Wall St. Rank hold IVV as of Q4 2025.

Bowman & Company held 1,074 shares of iShares Core S&P 500 ETF worth $736K as of Q4 2025.
Bowman & Company bought 88 iShares Core S&P 500 ETF shares in Q4 2025, an estimated $59.8K.
iShares Core S&P 500 ETF made up 0.31% of Bowman & Company's portfolio in Q4 2025, its #67 holding.
Bowman & Company first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 13 quarters since.
4,001 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2025.

Based on Bowman & Company's 13F filing for Q4 2025, filed 23 Jan 2026.