Briggs Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
Briggs Wealth Management's IVV Position: Q2 2026 in Review
Briggs Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 0.23% in Q2 2026, selling an estimated $1.46K and leaving 853 shares worth $639K. The position accounts for 0.58% of the portfolio, ranked #23.
Briggs Wealth Management first reported a position in IVV in Q4 2025 and has held it in 3 quarters since. 4,089 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Briggs Wealth Management held 853 shares of iShares Core S&P 500 ETF worth $639K as of Q2 2026.
- Briggs Wealth Management sold 2 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $1.46K.
- iShares Core S&P 500 ETF made up 0.58% of Briggs Wealth Management's portfolio in Q2 2026, its #23 holding.
- Briggs Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
- 4,089 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Briggs Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.