Brass Tax Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
Brass Tax Wealth Management's IVV Position: Q3 2025 in Review
Brass Tax Wealth Management opened a new position in iShares Core S&P 500 ETF (IVV) in Q3 2025: 11,111 shares worth $7.44M. The stake represents 1.24% of the portfolio and ranks #19 among its holdings. This is a return to the name: Brass Tax Wealth Management previously reported a position in IVV as recently as Q1 2025.
Brass Tax Wealth Management first reported a position in IVV in Q1 2024 and has held it in 6 quarters since. 3,676 funds tracked by Wall St. Rank hold IVV as of Q3 2025.
- Brass Tax Wealth Management held 11,111 shares of iShares Core S&P 500 ETF worth $7.44M as of Q3 2025.
- iShares Core S&P 500 ETF was a new Brass Tax Wealth Management position in Q3 2025.
- iShares Core S&P 500 ETF made up 1.24% of Brass Tax Wealth Management's portfolio in Q3 2025, its #19 holding.
- Brass Tax Wealth Management first reported a position in iShares Core S&P 500 ETF in Q1 2024 and has held it in 6 quarters since.
- 3,676 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2025.
Based on Brass Tax Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.