Bradley & Co Private Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Bradley & Co Private 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 Q1	$62.1K	Hold	95	–	–	0.03%	88
2025 Q4	$65.1K	Hold	95	–	–	0.03%	83
2025 Q3	$63.6K	Hold	95	–	–	0.04%	71
2025 Q2	$59K	Hold	95	–	–	0.04%	70
2025 Q1	$53.4K	Hold	95	–	–	0.04%	72
2024 Q4	$55.9K	Buy	+95	New	+$56.2K	0.03%	68
2024 Q2	$52K	Hold	95	–	–	0.04%	65
2024 Q1	$49.9K	Hold	95	–	–	0.04%	70
2023 Q4	$45.4K	Hold	95	–	–	0.04%	65
2023 Q3	$40.8K	Hold	95	–	–	0.04%	69
2023 Q2	$42.3K	Hold	95	–	–	0.04%	64
2023 Q1	$39.1K	Hold	95	–	–	0.04%	68
2022 Q4	$36.5K	Sell	95 -755	-89%	-$291K	0.04%	70
2022 Q3	$305K	Hold	850	–	–	0.36%	29
2022 Q2	$322K	Buy	+850	New	+$350K	0.35%	35

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Bradley & Co Private Wealth Management's IVV Position: Q1 2026 in Review

Bradley & Co Private Wealth Management held its iShares Core S&P 500 ETF (IVV) position steady in Q1 2026 at 95 shares worth $62.1K. The position accounts for 0.03% of the portfolio, ranked #88.

Bradley & Co Private Wealth Management first reported a position in IVV in Q2 2022 and has held it in 15 quarters since. The position peaked at $322K in Q2 2022. 3,979 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Bradley & Co Private Wealth Management held 95 shares of iShares Core S&P 500 ETF worth $62.1K as of Q1 2026.
Bradley & Co Private Wealth Management left its iShares Core S&P 500 ETF share count unchanged in Q1 2026.
iShares Core S&P 500 ETF made up 0.03% of Bradley & Co Private Wealth Management's portfolio in Q1 2026, its #88 holding.
Bradley & Co Private Wealth Management first reported a position in iShares Core S&P 500 ETF in Q2 2022 and has held it in 15 quarters since.
Bradley & Co Private Wealth Management's iShares Core S&P 500 ETF position peaked at $322K in Q2 2022.
3,979 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Bradley & Co Private Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.