Bridgewealth Advisory Group’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
Bridgewealth Advisory Group's IVV Position: Q2 2026 in Review
Bridgewealth Advisory Group increased its iShares Core S&P 500 ETF (IVV) stake by 62% in Q2 2026, buying an estimated $166K and bringing the position to 594 shares worth $445K. The position accounts for 0.08% of the portfolio, ranked #84.
Bridgewealth Advisory Group first reported a position in IVV in Q4 2024 and has held it in 6 quarters since. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Bridgewealth Advisory Group held 594 shares of iShares Core S&P 500 ETF worth $445K as of Q2 2026.
- Bridgewealth Advisory Group bought 228 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $166K.
- iShares Core S&P 500 ETF made up 0.08% of Bridgewealth Advisory Group's portfolio in Q2 2026, its #84 holding.
- Bridgewealth Advisory Group first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 6 quarters since.
- 4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Bridgewealth Advisory Group's 13F filing for Q2 2026, filed 27 Jul 2026.