Bright Futures Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Bright Futures Wealth Management’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	$446K	Sell	595 -24	-4%	-$17.5K	0.29%	108
2026 Q1	$405K	Buy	619 +62	+11%	+$42.3K	0.28%	99
2025 Q4	$382K	Buy	557 +43	+8%	+$29.2K	0.28%	95
2025 Q3	$344K	Buy	+514	New	+$331K	0.27%	95
2025 Q1	$265K	Sell	513 -89	-15%	-$52.6K	0.29%	90
2024 Q4	$364K	Buy	602 +69	+13%	+$40.8K	0.32%	80
2024 Q3	$310K	Sell	533 -109	-17%	-$60.6K	0.15%	164
2024 Q2	$344K	Sell	642 -64	-9%	-$33.7K	0.19%	138
2024 Q1	$388K	Buy	+706	New	+$353K	0.21%	127

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 Futures Wealth Management's IVV Position: Q2 2026 in Review

Bright Futures Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 3.9% in Q2 2026, selling an estimated $17.5K and leaving 595 shares worth $446K. The position accounts for 0.29% of the portfolio, ranked #108.

Bright Futures Wealth Management first reported a position in IVV in Q1 2024 and has held it in 9 quarters since. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Bright Futures Wealth Management held 595 shares of iShares Core S&P 500 ETF worth $446K as of Q2 2026.
Bright Futures Wealth Management sold 24 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $17.5K.
iShares Core S&P 500 ETF made up 0.29% of Bright Futures Wealth Management's portfolio in Q2 2026, its #108 holding.
Bright Futures Wealth Management first reported a position in iShares Core S&P 500 ETF in Q1 2024 and has held it in 9 quarters since.
4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Bright Futures Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.