BW
IVV icon

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

Bravera 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 		$783K Hold
1,045
– – 0.3% 45
2026
Q1 		$683K Buy
1,045
+115
+12% +$78.5K 0.31% 49
2025
Q4 		$637K Buy
+930
New +$632K 0.32% 44

Other funds holding IVV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Bravera Wealth's IVV Position: Q2 2026 in Review

Bravera Wealth held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 1,045 shares worth $783K. The position accounts for 0.3% of the portfolio, ranked #45.

Bravera Wealth first reported a position in IVV in Q4 2025 and has held it in 3 quarters since. 1,526 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Bravera Wealth held 1,045 shares of iShares Core S&P 500 ETF worth $783K as of Q2 2026.
  • Bravera Wealth left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
  • iShares Core S&P 500 ETF made up 0.3% of Bravera Wealth's portfolio in Q2 2026, its #45 holding.
  • Bravera Wealth first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,526 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Bravera Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.