Brogan Financial’s iShares Core S&P 500 ETF IVV Stock Holding History

Brogan Financial’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	$497K	Buy	663 +52	+9%	+$37.9K	0.2%	30
2026 Q1	$399K	Sell	611 -10	-2%	-$6.83K	0.18%	34
2025 Q4	$425K	Buy	621 +3	+0.5%	+$2.04K	0.19%	32
2025 Q3	$414K	Buy	618 +12	+2%	+$7.73K	0.18%	38
2025 Q2	$376K	Buy	606 +2	+0.3%	+$1.15K	0.17%	41
2025 Q1	$339K	Buy	604 +2	+0.3%	+$1.18K	0.16%	43
2024 Q4	$354K	Buy	602 +2	+0.3%	+$1.18K	0.17%	35
2024 Q3	$346K	Buy	+600	New	+$334K	0.2%	37

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

Brogan Financial's IVV Position: Q2 2026 in Review

Brogan Financial increased its iShares Core S&P 500 ETF (IVV) stake by 8.5% in Q2 2026, buying an estimated $37.9K and bringing the position to 663 shares worth $497K. The position accounts for 0.2% of the portfolio, ranked #30.

Brogan Financial first reported a position in IVV in Q3 2024 and has held it in 8 quarters since. 4,115 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Brogan Financial held 663 shares of iShares Core S&P 500 ETF worth $497K as of Q2 2026.
Brogan Financial bought 52 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $37.9K.
iShares Core S&P 500 ETF made up 0.2% of Brogan Financial's portfolio in Q2 2026, its #30 holding.
Brogan Financial first reported a position in iShares Core S&P 500 ETF in Q3 2024 and has held it in 8 quarters since.
4,115 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Brogan Financial's 13F filing for Q2 2026, filed 13 Aug 2026.