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Brandywine Oak Private Wealth’s iShares Core S&P 500 ETF IVV Stock Holding History

Brandywine Oak Private 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 		$2.14M Sell
2,859
-4
-0.1% -$2.91K 0.16% 67
2026
Q1 		$1.87M Buy
2,863
+5
+0.2% +$3.41K 0.16% 70
2025
Q4 		$1.96M Buy
2,858
+24
+0.8% +$16.3K 0.16% 68
2025
Q3 		$1.9M Buy
2,834
+4
+0.1% +$2.58K 0.16% 69
2025
Q2 		$1.76M Buy
2,830
+7
+0.2% +$4.02K 0.16% 69
2025
Q1 		$1.59M Buy
2,823
+5
+0.2% +$2.95K 0.16% 73
2024
Q4 		$1.66M Sell
2,818
-202
-7% -$120K 0.16% 70
2024
Q3 		$1.74M Buy
3,020
+136
+5% +$75.6K 0.17% 71
2024
Q2 		$1.58M Sell
2,884
-315
-10% -$166K 0.16% 70
2024
Q1 		$1.68M Buy
3,199
+259
+9% +$130K 0.18% 68
2023
Q4 		$1.4M Sell
2,940
-7
-0.2% -$3.13K 0.16% 71
2023
Q3 		$1.27M Sell
2,947
-42
-1% -$18.8K 0.15% 80
2023
Q2 		$1.33M Buy
2,989
+7
+0.2% +$2.95K 0.15% 81
2023
Q1 		$1.23M Sell
2,982
-7
-0.2% -$2.81K 0.14% 85
2022
Q4 		$1.15M Sell
2,989
-500
-14% -$193K 0.14% 88
2022
Q3 		$1.25M Buy
3,489
+11
+0.3% +$4.39K 0.17% 83
2022
Q2 		$1.32M Buy
3,478
+7
+0.2% +$2.88K 0.17% 88
2022
Q1 		$1.57M Sell
3,471
-23
-0.7% -$10.3K 0.18% 91
2021
Q4 		$1.67M Buy
3,494
+41
+1% +$18.9K 0.18% 84
2021
Q3 		$1.49M Buy
3,453
+21
+0.6% +$9.31K 0.17% 89
2021
Q2 		$1.48M Sell
3,432
-632
-16% -$265K 0.17% 93
2021
Q1 		$1.62M Buy
4,064
+226
+6% +$87.5K 0.24% 66
2020
Q4 		$1.44M Sell
3,838
-15
-0.4% -$5.34K 0.22% 70
2020
Q3 		$1.29M Sell
3,853
-202
-5% -$67.2K 0.22% 71
2020
Q2 		$1.26M Buy
4,055
+529
+15% +$155K 0.22% 72
2020
Q1 		$911K Sell
3,526
-1,185
-25% -$363K 0.19% 79
2019
Q4 		$1.52M Buy
4,711
+280
+6% +$86.7K 0.28% 55
2019
Q3 		$1.32M Buy
4,431
+154
+4% +$45.8K 0.25% 62
2019
Q2 		$1.26M Buy
4,277
+438
+11% +$127K 0.25% 63
2019
Q1 		$1.09M Sell
3,839
-584
-13% -$160K 0.23% 64
2018
Q4 		$1.1M Buy
+4,423
New +$1.2M 0.25% 64

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

Brandywine Oak Private Wealth's IVV Position: Q2 2026 in Review

Brandywine Oak Private Wealth reduced its iShares Core S&P 500 ETF (IVV) stake by 0.14% in Q2 2026, selling an estimated $2.91K and leaving 2,859 shares worth $2.14M. The position accounts for 0.16% of the portfolio, ranked #67.

Brandywine Oak Private Wealth first reported a position in IVV in Q4 2018 and has held it in 31 quarters since. 4,089 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Brandywine Oak Private Wealth held 2,859 shares of iShares Core S&P 500 ETF worth $2.14M as of Q2 2026.
  • Brandywine Oak Private Wealth sold 4 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $2.91K.
  • iShares Core S&P 500 ETF made up 0.16% of Brandywine Oak Private Wealth's portfolio in Q2 2026, its #67 holding.
  • Brandywine Oak Private Wealth first reported a position in iShares Core S&P 500 ETF in Q4 2018 and has held it in 31 quarters since.
  • 4,089 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.