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 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 $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bright Financial Advisors's IVV Position: Q1 2026 in Review

Bright Financial Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 2.5% in Q1 2026, buying an estimated $358K and bringing the position to 21,490 shares worth $14M. The position accounts for 6.43% of the portfolio, ranked #4.

Bright Financial Advisors first reported a position in IVV in Q1 2024 and has held it in 9 quarters since. The position peaked at $14.4M in Q4 2025. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Bright Financial Advisors held 21,490 shares of iShares Core S&P 500 ETF worth $14M as of Q1 2026.
Bright Financial Advisors bought 524 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $358K.
iShares Core S&P 500 ETF made up 6.43% of Bright Financial Advisors's portfolio in Q1 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 9 quarters since.
Bright Financial Advisors's iShares Core S&P 500 ETF position peaked at $14.4M in Q4 2025.
3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Bright Financial Advisors's 13F filing for Q1 2026, filed 14 May 2026.