Broadview Financial Management’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $15.2M | Sell |
23,318
-225
| -1% | -$154K | 10.4% | 2 |
|
|
2025
Q4 | $16.1M | Sell |
23,543
-257
| -1% | -$175K | 10.79% | 2 |
|
|
2025
Q3 | $15.9M | Sell |
23,800
-1,390
| -6% | -$895K | 10.74% | 2 |
|
|
2025
Q2 | $15.6M | Buy |
25,190
+924
| +4% | +$531K | 10.62% | 2 |
|
|
2025
Q1 | $13.6M | Sell |
24,266
-434
| -2% | -$256K | 10.17% | 2 |
|
|
2024
Q4 | $14.5M | Sell |
24,700
-1,172
| -5% | -$694K | 10.4% | 2 |
|
|
2024
Q3 | $14.9M | Sell |
25,872
-711
| -3% | -$395K | 10.1% | 2 |
|
|
2024
Q2 | $14.5M | Sell |
26,583
-750
| -3% | -$394K | 10.6% | 2 |
|
|
2024
Q1 | $14.4M | Sell |
27,333
-662
| -2% | -$331K | 10.46% | 2 |
|
|
2023
Q4 | $13.4M | Sell |
27,995
-666
| -2% | -$298K | 10.31% | 2 |
|
|
2023
Q3 | $12.3M | Sell |
28,661
-800
| -3% | -$358K | 11.38% | 2 |
|
|
2023
Q2 | $13.1M | Sell |
29,461
-877
| -3% | -$370K | 11.21% | 2 |
|
|
2023
Q1 | $12.5M | Sell |
30,338
-23
| -0.1% | -$9.22K | 10.89% | 2 |
|
|
2022
Q4 | $11.7M | Sell |
30,361
-1,246
| -4% | -$481K | 10.48% | 2 |
|
|
2022
Q3 | $11.3M | Sell |
31,607
-60
| -0.2% | -$24K | 11.36% | 2 |
|
|
2022
Q2 | $12M | Sell |
31,667
-1,078
| -3% | -$443K | 11.2% | 2 |
|
|
2022
Q1 | $14.9M | Buy |
32,745
+82
| +0.3% | +$36.7K | 11.01% | 2 |
|
|
2021
Q4 | $15.6M | Sell |
32,663
-867
| -3% | -$400K | 11.1% | 2 |
|
|
2021
Q3 | $14.4M | Sell |
33,530
-303
| -0.9% | -$134K | 11.17% | 2 |
|
|
2021
Q2 | $14.5M | Sell |
33,833
-725
| -2% | -$304K | 10.95% | 2 |
|
|
2021
Q1 | $13.7M | Sell |
34,558
-331
| -0.9% | -$128K | 10.68% | 2 |
|
|
2020
Q4 | $13.1M | Sell |
34,889
-1,365
| -4% | -$486K | 10.04% | 2 |
|
|
2020
Q3 | $12.2M | Sell |
36,254
-2,763
| -7% | -$920K | 10.26% | 2 |
|
|
2020
Q2 | $12.1M | Sell |
39,017
-3,458
| -8% | -$1.02M | 9.67% | 2 |
|
|
2020
Q1 | $11M | Sell |
42,475
-956
| -2% | -$293K | 9.81% | 2 |
|
|
2019
Q4 | $14M | Sell |
43,431
-1,498
| -3% | -$464K | 9.77% | 2 |
|
|
2019
Q3 | $13.4M | Sell |
44,929
-797
| -2% | -$237K | 9.96% | 2 |
|
|
2019
Q2 | $13.5M | Sell |
45,726
-833
| -2% | -$241K | 10.14% | 2 |
|
|
2019
Q1 | $13.2M | Sell |
46,559
-136
| -0.3% | -$37.2K | 10.32% | 2 |
|
|
2018
Q4 | $11.7M | Buy |
46,695
+1,518
| +3% | +$412K | 10.44% | 2 |
|
|
2018
Q3 | $13.2M | Sell |
45,177
-1,477
| -3% | -$424K | 11.88% | 2 |
|
|
2018
Q2 | $12.7M | Sell |
46,654
-434
| -0.9% | -$118K | 12.44% | 2 |
|
|
2018
Q1 | $12.5M | Sell |
47,088
-1,673
| -3% | -$460K | 12.34% | 2 |
|
|
2017
Q4 | $13.1M | Buy |
+48,761
| New | +$12.8M | 12.72% | 2 |
|
Other funds holding IVV
Broadview Financial Management's IVV Position: Q1 2026 in Review
Broadview Financial Management reduced its iShares Core S&P 500 ETF (IVV) stake by 0.96% in Q1 2026, selling an estimated $154K and leaving 23,318 shares worth $15.2M. The position accounts for 10.4% of the portfolio, ranked #2.
Broadview Financial Management first reported a position in IVV in Q4 2017 and has held it in 34 quarters since. The position peaked at $16.1M in Q4 2025. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.
- Broadview Financial Management held 23,318 shares of iShares Core S&P 500 ETF worth $15.2M as of Q1 2026.
- Broadview Financial Management sold 225 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $154K.
- iShares Core S&P 500 ETF made up 10.4% of Broadview Financial Management's portfolio in Q1 2026, its #2 holding.
- Broadview Financial Management first reported a position in iShares Core S&P 500 ETF in Q4 2017 and has held it in 34 quarters since.
- Broadview Financial Management's iShares Core S&P 500 ETF position peaked at $16.1M in Q4 2025.
- 3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.
Based on Broadview Financial Management's 13F filing for Q1 2026, filed 4 May 2026.