Bright Financial Advisors
IVV icon

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
Q3 		$16.3M Sell
21,337
-87
-0.4% -$66.4K 6.84% 4
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% -$5.9K 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

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
First Command Advisory Services
First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bright Financial Advisors's IVV Position: Q3 2026 in Review

Bright Financial Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 0.41% in Q3 2026, selling an estimated $66.4K and leaving 21,337 shares worth $16.3M. The position accounts for 6.84% of the portfolio, ranked #4.

Bright Financial Advisors first reported a position in IVV in Q1 2024 and has held it in 11 quarters since. 3,179 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Bright Financial Advisors held 21,337 shares of iShares Core S&P 500 ETF worth $16.3M as of Q3 2026.
  • Bright Financial Advisors sold 87 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $66.4K.
  • iShares Core S&P 500 ETF made up 6.84% of Bright Financial Advisors's portfolio in Q3 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 11 quarters since.
  • 3,179 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Bright Financial Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.