Bright Financial Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Bright Financial Advisors’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	$16M	Sell	21,424 -66	-0.3%	-$48.1K	6.72%	4
2026 Q1	$14M	Buy	21,490 +524	+2%	+$358K	6.43%	4
2025 Q4	$14.4M	Buy	20,966 +991	+5%	+$673K	6.78%	4
2025 Q3	$13.4M	Buy	19,975 +116	+0.6%	+$74.7K	6.53%	4
2025 Q2	$12.3M	Buy	19,859 +100	+0.5%	+$57.4K	6.84%	4
2025 Q1	$11.1M	Sell	19,759 -10	-0.1%	-$5.91K	6.82%	4
2024 Q4	$11.6M	Sell	19,769 -816	-4%	-$483K	7.31%	4
2024 Q3	$11.9M	Buy	20,585 +561	+3%	+$312K	7.55%	4
2024 Q2	$11M	Sell	20,024 -3,193	-14%	-$1.68M	7.73%	4
2024 Q1	$10.7M	Buy	+23,217	New	+$11.6M	7.97%	4

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

Bright Financial Advisors's IVV Position: Q2 2026 in Review

Bright Financial Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 0.31% in Q2 2026, selling an estimated $48.1K and leaving 21,424 shares worth $16M. The position accounts for 6.72% of the portfolio, ranked #4.

Bright Financial Advisors first reported a position in IVV in Q1 2024 and has held it in 10 quarters since. 4,115 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Bright Financial Advisors held 21,424 shares of iShares Core S&P 500 ETF worth $16M as of Q2 2026.
Bright Financial Advisors sold 66 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $48.1K.
iShares Core S&P 500 ETF made up 6.72% of Bright Financial Advisors's portfolio in Q2 2026, its #4 holding.
Bright Financial Advisors first reported a position in iShares Core S&P 500 ETF in Q1 2024 and has held it in 10 quarters since.
4,115 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Bright Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.