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

Box Hill 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 		$19.7M Buy
25,738
+2,750
+12% +$2.1M 14.33% 2
2026
Q2 		$17.2M Buy
22,988
+891
+4% +$649K 13.81% 2
2026
Q1 		$14.4M Sell
22,097
-293
-1% -$200K 14.27% 2
2025
Q4 		$15.3M Buy
+22,390
New +$15.2M 15.52% 2

Other funds holding IVV

EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
BA
Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return
APW
Acima Private Wealth Richmond, Virginia $344M AUM 11.21% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Box Hill Private Wealth's IVV Position: Q3 2026 in Review

Box Hill Private Wealth increased its iShares Core S&P 500 ETF (IVV) stake by 12% in Q3 2026, buying an estimated $2.1M and bringing the position to 25,738 shares worth $19.7M. The position accounts for 14.33% of the portfolio, ranked #2.

Box Hill Private Wealth first reported a position in IVV in Q4 2025 and has held it in 4 quarters since. 40 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Box Hill Private Wealth held 25,738 shares of iShares Core S&P 500 ETF worth $19.7M as of Q3 2026.
  • Box Hill Private Wealth bought 2,750 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $2.1M.
  • iShares Core S&P 500 ETF made up 14.33% of Box Hill Private Wealth's portfolio in Q3 2026, its #2 holding.
  • Box Hill Private Wealth first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 4 quarters since.
  • 40 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Box Hill Private Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.