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 Q3	$1.14M	Sell	1,492 -2,411	-62%	-$1.84M	0.25%	14
2026 Q2	$2.92M	Buy	3,903 +9	+0.2%	+$6.55K	0.77%	8
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	-$1.24M	–	87
2023 Q3	$1.24M	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	$2.9M	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

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Alaska Permanent Fund Juneau, Alaska $1.28B AUM 16.36% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Briaud Financial Planning's IVV Position: Q3 2026 in Review

Briaud Financial Planning reduced its iShares Core S&P 500 ETF (IVV) stake by 62% in Q3 2026, selling an estimated $1.84M and leaving 1,492 shares worth $1.14M. The position accounts for 0.25% of the portfolio, ranked #14.

Briaud Financial Planning first reported a position in IVV in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.98M in Q4 2021. 1,156 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Briaud Financial Planning held 1,492 shares of iShares Core S&P 500 ETF worth $1.14M as of Q3 2026.
Briaud Financial Planning sold 2,411 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $1.84M.
iShares Core S&P 500 ETF made up 0.25% of Briaud Financial Planning's portfolio in Q3 2026, its #14 holding.
Briaud Financial Planning first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 27 quarters since.
Briaud Financial Planning's iShares Core S&P 500 ETF position peaked at $2.98M in Q4 2021.
1,156 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Briaud Financial Planning's 13F filing for Q3 2026, filed 20 Oct 2026.