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Brady Family Wealth’s iShares Core S&P 500 ETF IVV Stock Holding History

Brady Family 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
Q2 		$7.28M Buy
9,715
+94
+1% +$68.5K 2.1% 13
2026
Q1 		$6.28M Buy
9,621
+462
+5% +$315K 1.96% 16
2025
Q4 		$6.27M Buy
9,159
+1
+0% +$679 1.94% 15
2025
Q3 		$6.13M Buy
9,158
+10
+0.1% +$6.44K 1.9% 14
2025
Q2 		$5.68M Buy
9,148
+98
+1% +$56.3K 1.76% 18
2025
Q1 		$5.09M Sell
9,050
-297
-3% -$175K 1.63% 22
2024
Q4 		$5.5M Sell
9,347
-41
-0.4% -$24.3K 1.69% 20
2024
Q3 		$5.42M Buy
9,388
+232
+3% +$129K 1.63% 21
2024
Q2 		$5.01M Buy
9,156
+55
+0.6% +$28.9K 1.62% 22
2024
Q1 		$4.78M Buy
9,101
+255
+3% +$128K 1.55% 24
2023
Q4 		$4.23M Buy
8,846
+339
+4% +$152K 1.45% 26
2023
Q3 		$3.65M Buy
8,507
+34
+0.4% +$15.2K 1.41% 27
2023
Q2 		$3.78M Sell
8,473
-21
-0.2% -$8.85K 1.41% 28
2023
Q1 		$3.49M Buy
8,494
+405
+5% +$162K 1.38% 28
2022
Q4 		$3.11M Buy
+8,089
New +$3.12M 1.28% 32

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

Brady Family Wealth's IVV Position: Q2 2026 in Review

Brady Family Wealth increased its iShares Core S&P 500 ETF (IVV) stake by 0.98% in Q2 2026, buying an estimated $68.5K and bringing the position to 9,715 shares worth $7.28M. The position accounts for 2.1% of the portfolio, ranked #13.

Brady Family Wealth first reported a position in IVV in Q4 2022 and has held it in 15 quarters since. 4,076 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Brady Family Wealth held 9,715 shares of iShares Core S&P 500 ETF worth $7.28M as of Q2 2026.
  • Brady Family Wealth bought 94 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $68.5K.
  • iShares Core S&P 500 ETF made up 2.1% of Brady Family Wealth's portfolio in Q2 2026, its #13 holding.
  • Brady Family Wealth first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
  • 4,076 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Brady Family Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.