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

Boyd Wealth Management’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 		$11.7M Sell
15,648
-109
-0.7% -$79.4K 4.44% 9
2026
Q1 		$10.3M Sell
15,757
-39
-0.2% -$26.6K 4.35% 8
2025
Q4 		$10.8M Sell
15,796
-238
-1% -$162K 4.59% 8
2025
Q3 		$10.7M Sell
16,034
-138
-0.9% -$88.9K 4.62% 8
2025
Q2 		$10M Sell
16,172
-346
-2% -$199K 4.35% 8
2025
Q1 		$9.28M Sell
16,518
-20
-0.1% -$11.8K 4.63% 7
2024
Q4 		$9.74M Buy
16,538
+17
+0.1% +$10.1K 4.8% 9
2024
Q3 		$9.53M Sell
16,521
-50
-0.3% -$27.8K 4.83% 7
2024
Q2 		$9.07M Sell
16,571
-263
-2% -$138K 5% 7
2024
Q1 		$8.85M Sell
16,834
-158
-0.9% -$79.1K 5.05% 6
2023
Q4 		$8.12M Sell
16,992
-154
-0.9% -$68.9K 5.05% 9
2023
Q3 		$7.36M Buy
17,146
+116
+0.7% +$51.9K 4.95% 6
2023
Q2 		$7.59M Hold
17,030
– – 4.61% 7
2023
Q1 		$7M Buy
17,030
+782
+5% +$314K 4.86% 10
2022
Q4 		$6.24M Sell
16,248
-1,391
-8% -$537K 4.58% 8
2022
Q3 		$6.33M Sell
17,639
-263
-1% -$105K 5.06% 7
2022
Q2 		$6.79M Sell
17,902
-2,728
-13% -$1.12M 5.54% 8
2022
Q1 		$9.36M Sell
20,630
-1,485
-7% -$664K 7% 5
2021
Q4 		$10.5M Buy
+22,115
New +$10.2M 7.66% 4

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Boyd Wealth Management's IVV Position: Q2 2026 in Review

Boyd Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 0.69% in Q2 2026, selling an estimated $79.4K and leaving 15,648 shares worth $11.7M. The position accounts for 4.44% of the portfolio, ranked #9.

Boyd Wealth Management first reported a position in IVV in Q4 2021 and has held it in 19 quarters since. 4,085 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Boyd Wealth Management held 15,648 shares of iShares Core S&P 500 ETF worth $11.7M as of Q2 2026.
  • Boyd Wealth Management sold 109 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $79.4K.
  • iShares Core S&P 500 ETF made up 4.44% of Boyd Wealth Management's portfolio in Q2 2026, its #9 holding.
  • Boyd Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
  • 4,085 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Boyd Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.