Broadway Wealth Solutions
IVV icon

Broadway Wealth Solutions’s iShares Core S&P 500 ETF IVV Stock Holding History

Broadway Wealth Solutions’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 		$397K Hold
518
– – 0.18% 48
2026
Q2 		$388K Hold
518
– – 0.18% 42
2026
Q1 		$338K Hold
518
– – 0.18% 59
2025
Q4 		$355K Hold
518
– – 0.19% 53
2025
Q3 		$347K Hold
518
– – 0.19% 50
2025
Q2 		$322K Buy
518
+18
+4% +$10.3K 0.2% 53
2025
Q1 		$281K Hold
500
– – 0.21% 62
2024
Q4 		$294K Buy
+500
New +$296K 0.22% 62

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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Broadway Wealth Solutions's IVV Position: Q3 2026 in Review

Broadway Wealth Solutions held its iShares Core S&P 500 ETF (IVV) position steady in Q3 2026 at 518 shares worth $397K. The position accounts for 0.18% of the portfolio, ranked #48.

Broadway Wealth Solutions first reported a position in IVV in Q4 2024 and has held it in 8 quarters since. 3,061 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Broadway Wealth Solutions held 518 shares of iShares Core S&P 500 ETF worth $397K as of Q3 2026.
  • Broadway Wealth Solutions left its iShares Core S&P 500 ETF share count unchanged in Q3 2026.
  • iShares Core S&P 500 ETF made up 0.18% of Broadway Wealth Solutions's portfolio in Q3 2026, its #48 holding.
  • Broadway Wealth Solutions first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 8 quarters since.
  • 3,061 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Broadway Wealth Solutions's 13F filing for Q3 2026, filed 21 Oct 2026.