Bravias Capital Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Bravias Capital Group’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	$229K	Buy	+306	New	+$223K	0.14%	92
2026 Q1	–	Sell	-306	Closed	-$210K	–	104
2025 Q4	$210K	Hold	306	–	–	0.13%	106
2025 Q3	$205K	Sell	306 -158	-34%	-$102K	0.14%	107
2025 Q2	$288K	Sell	464 -6	-1%	-$3.44K	0.21%	73
2025 Q1	$264K	Sell	470 -22	-4%	-$13K	0.21%	71
2024 Q4	$297K	Buy	+492	New	+$291K	0.24%	69

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Bravias Capital Group's IVV Position: Q2 2026 in Review

Bravias Capital Group opened a new position in iShares Core S&P 500 ETF (IVV) in Q2 2026: 306 shares worth $229K. The stake represents 0.14% of the portfolio and ranks #92 among its holdings. This is a return to the name: Bravias Capital Group previously reported a position in IVV as recently as Q4 2025.

Bravias Capital Group first reported a position in IVV in Q4 2024 and has held it in 6 quarters since. The position peaked at $297K in Q4 2024. 4,115 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Bravias Capital Group held 306 shares of iShares Core S&P 500 ETF worth $229K as of Q2 2026.
iShares Core S&P 500 ETF was a new Bravias Capital Group position in Q2 2026.
iShares Core S&P 500 ETF made up 0.14% of Bravias Capital Group's portfolio in Q2 2026, its #92 holding.
Bravias Capital Group first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 6 quarters since.
Bravias Capital Group's iShares Core S&P 500 ETF position peaked at $297K in Q4 2024.
4,115 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Bravias Capital Group's 13F filing for Q2 2026, filed 30 Jul 2026.