Braeburn Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
Braeburn Wealth Management's IVV Position: Q2 2026 in Review
Braeburn Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 32% in Q2 2026, buying an estimated $5.46M and bringing the position to 31,112 shares worth $23.3M. The position accounts for 10% of the portfolio, ranked #3.
Braeburn Wealth Management first reported a position in IVV in Q4 2025 and has held it in 3 quarters since. 4,123 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Braeburn Wealth Management held 31,112 shares of iShares Core S&P 500 ETF worth $23.3M as of Q2 2026.
- Braeburn Wealth Management bought 7,500 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $5.46M.
- iShares Core S&P 500 ETF made up 10% of Braeburn Wealth Management's portfolio in Q2 2026, its #3 holding.
- Braeburn Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
- 4,123 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Braeburn Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.