BBFA
IVV icon

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

Brindle & Bay 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 		$402K Buy
537
+5
+0.9% +$3.64K 0.2% 65
2026
Q1 		$347K Buy
532
+19
+4% +$13K 0.21% 60
2025
Q4 		$352K Buy
+513
New +$348K 0.23% 60

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Brindle & Bay Financial Advisors's IVV Position: Q2 2026 in Review

Brindle & Bay Financial Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 0.94% in Q2 2026, buying an estimated $3.64K and bringing the position to 537 shares worth $402K. The position accounts for 0.2% of the portfolio, ranked #65.

Brindle & Bay Financial Advisors first reported a position in IVV in Q4 2025 and has held it in 3 quarters since. 4,076 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Brindle & Bay Financial Advisors held 537 shares of iShares Core S&P 500 ETF worth $402K as of Q2 2026.
  • Brindle & Bay Financial Advisors bought 5 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $3.64K.
  • iShares Core S&P 500 ETF made up 0.2% of Brindle & Bay Financial Advisors's portfolio in Q2 2026, its #65 holding.
  • Brindle & Bay Financial Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
  • 4,076 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Brindle & Bay Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.