Box Hill Private Wealth’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
Box Hill Private Wealth's IVV Position: Q2 2026 in Review
Box Hill Private Wealth increased its iShares Core S&P 500 ETF (IVV) stake by 4% in Q2 2026, buying an estimated $649K and bringing the position to 22,988 shares worth $17.2M. The position accounts for 13.81% of the portfolio, ranked #2.
Box Hill Private Wealth first reported a position in IVV in Q4 2025 and has held it in 3 quarters since. 4,076 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Box Hill Private Wealth held 22,988 shares of iShares Core S&P 500 ETF worth $17.2M as of Q2 2026.
- Box Hill Private Wealth bought 891 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $649K.
- iShares Core S&P 500 ETF made up 13.81% of Box Hill Private Wealth's portfolio in Q2 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 3 quarters since.
- 4,076 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Box Hill Private Wealth's 13F filing for Q2 2026, filed 2 Jul 2026.