Briaud Financial Planning’s iShares Core S&P 500 ETF IVV Stock Holding History

Briaud Financial Planning’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 Q1	$2.54M	Buy	3,894 +4	+0.1%	+$2.73K	0.67%	7
2025 Q4	$2.66M	Buy	3,890 +171	+5%	+$116K	0.66%	8
2025 Q3	$2.49M	Buy	3,719 +90	+2%	+$58K	0.81%	8
2025 Q2	$2.25M	Buy	3,629 +359	+11%	+$206K	0.89%	6
2025 Q1	$1.84M	Buy	3,270 +269	+9%	+$159K	0.73%	7
2024 Q4	$1.77M	Buy	3,001 +101	+3%	+$59.8K	0.72%	7
2024 Q3	$1.67M	Hold	2,900	–	–	0.86%	6
2024 Q2	$1.59M	Hold	2,900	–	–	0.92%	6
2024 Q1	$1.52M	Buy	+2,900	New	+$1.45M	0.87%	6
2023 Q4	–	Sell	-2,900	Closed	-$1.25M	–	87
2023 Q3	$1.25M	Hold	2,900	–	–	1.01%	8
2023 Q2	$1.29M	Hold	2,900	–	–	1.22%	6
2023 Q1	$1.19M	Hold	2,900	–	–	1.13%	8
2022 Q4	$1.11M	Hold	2,900	–	–	0.9%	7
2022 Q3	$1.13M	Sell	2,900 -797	-22%	-$318K	1.01%	5
2022 Q2	$1.4M	Sell	3,697 -122	-3%	-$50.2K	0.92%	8
2022 Q1	$1.73M	Sell	3,819 -2,436	-39%	-$1.09M	0.99%	9
2021 Q4	$2.98M	Hold	6,255	–	–	1.62%	9
2021 Q3	$2.69M	Hold	6,255	–	–	1.77%	7
2021 Q2	$2.69M	Hold	6,255	–	–	1.79%	7
2021 Q1	$2.49M	Buy	6,255 +5,880	+1,568%	+$2.28M	1.83%	7
2020 Q4	$2.9K	Sell	375 -7,451	-95%	-$2.65M	1.85%	6
2020 Q3	$2.63M	Hold	7,826	–	–	1.9%	5
2020 Q2	$2.42M	Hold	7,826	–	–	1.85%	5
2020 Q1	$2.02M	Buy	7,826 +71	+0.9%	+$21.8K	2.9%	4
2019 Q4	$2.51M	Buy	+7,755	New	+$2.4M	2.55%	5

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Briaud Financial Planning's IVV Position: Q1 2026 in Review

Briaud Financial Planning increased its iShares Core S&P 500 ETF (IVV) stake by 0.1% in Q1 2026, buying an estimated $2.73K and bringing the position to 3,894 shares worth $2.54M. The position accounts for 0.67% of the portfolio, ranked #7.

Briaud Financial Planning first reported a position in IVV in Q4 2019 and has held it in 25 quarters since. The position peaked at $2.98M in Q4 2021. 3,975 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Briaud Financial Planning held 3,894 shares of iShares Core S&P 500 ETF worth $2.54M as of Q1 2026.
Briaud Financial Planning bought 4 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $2.73K.
iShares Core S&P 500 ETF made up 0.67% of Briaud Financial Planning's portfolio in Q1 2026, its #7 holding.
Briaud Financial Planning first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 25 quarters since.
Briaud Financial Planning's iShares Core S&P 500 ETF position peaked at $2.98M in Q4 2021.
3,975 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Briaud Financial Planning's 13F filing for Q1 2026, filed 10 Apr 2026.