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Brookmont Capital Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Brookmont Capital 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 		$1.33M Buy
1,774
+39
+2% +$28.4K 0.71% 38
2026
Q1 		$1.13M Buy
1,735
+95
+6% +$64.9K 0.63% 38
2025
Q4 		$1.12M Sell
1,640
-10
-0.6% -$6.79K 0.65% 37
2025
Q3 		$1.1M Sell
1,650
-420
-20% -$270K 0.61% 34
2025
Q2 		$1.29M Buy
2,070
+9
+0.4% +$5.17K 0.74% 33
2025
Q1 		$1.16M Sell
2,061
-200
-9% -$118K 0.65% 36
2024
Q4 		$1.33M Sell
2,261
-432
-16% -$256K 0.71% 34
2024
Q3 		$1.55M Sell
2,693
-56
-2% -$31.1K 0.8% 33
2024
Q2 		$1.5M Sell
2,749
-499
-15% -$262K 0.82% 33
2024
Q1 		$1.71M Sell
3,248
-1,159
-26% -$580K 0.9% 31
2023
Q4 		$2.1M Buy
4,407
+1,316
+43% +$589K 1.18% 28
2023
Q3 		$1.33M Sell
3,091
-68
-2% -$30.4K 0.83% 30
2023
Q2 		$1.41M Sell
3,159
-34
-1% -$14.3K 0.85% 32
2023
Q1 		$1.31M Sell
3,193
-8
-0.2% -$3.21K 0.83% 33
2022
Q4 		$1.23M Sell
3,201
-134
-4% -$51.7K 0.76% 34
2022
Q3 		$1.2M Sell
3,335
-17
-0.5% -$6.79K 0.83% 34
2022
Q2 		$1.27M Sell
3,352
-10
-0.3% -$4.11K 0.88% 33
2022
Q1 		$1.52M Sell
3,362
-6
-0.2% -$2.68K 0.92% 33
2021
Q4 		$1.61M Buy
3,368
+116
+4% +$53.5K 0.85% 32
2021
Q3 		$1.4M Buy
3,252
+86
+3% +$38.1K 0.83% 33
2021
Q2 		$1.36M Buy
3,166
+100
+3% +$41.9K 0.82% 32
2021
Q1 		$1.22M Sell
3,066
-67
-2% -$25.9K 0.79% 35
2020
Q4 		$1.18M Buy
3,133
+17
+0.5% +$6.05K 0.83% 36
2020
Q3 		$1.05M Sell
3,116
-35
-1% -$11.6K 0.78% 34
2020
Q2 		$976K Sell
3,151
-1,332
-30% -$391K 0.78% 33
2020
Q1 		$1.16M Sell
4,483
-3
-0.1% -$919 0.93% 32
2019
Q4 		$1.45M Sell
4,486
-14
-0.3% -$4.33K 0.87% 34
2019
Q3 		$1.34M Sell
4,500
-26
-0.6% -$7.73K 0.77% 36
2019
Q2 		$1.33M Buy
4,526
+5
+0.1% +$1.45K 0.8% 35
2019
Q1 		$1.29M Sell
4,521
-80
-2% -$21.9K 0.79% 36
2018
Q4 		$1.16M Buy
4,601
+15
+0.3% +$4.07K 0.79% 36
2018
Q3 		$1.34M Buy
4,586
+125
+3% +$35.9K 0.8% 35
2018
Q2 		$1.22M Buy
4,461
+292
+7% +$79.4K 0.77% 36
2018
Q1 		$1.11M Buy
4,169
+1,091
+35% +$300K 0.73% 36
2017
Q4 		$828K Buy
3,078
+298
+11% +$78K 0.36% 37
2017
Q3 		$703K Buy
2,780
+321
+13% +$79.7K 0.38% 42
2017
Q2 		$599K Sell
2,459
-10
-0.4% -$2.41K 0.23% 43
2017
Q1 		$586K Buy
2,469
+71
+3% +$16.6K 0.22% 43
2016
Q4 		$540K Sell
2,398
-15
-0.6% -$3.3K 0.21% 40
2016
Q3 		$525K Sell
2,413
-386
-14% -$84K 0.2% 45
2016
Q2 		$589K Buy
2,799
+64
+2% +$13.4K 0.21% 45
2016
Q1 		$565K Sell
2,735
-1,275
-32% -$250K 0.18% 47
2015
Q4 		$822K Buy
4,010
+9
+0.2% +$1.86K 0.23% 46
2015
Q3 		$771K Buy
4,001
+10
+0.3% +$2.04K 0.22% 47
2015
Q2 		$826K Sell
3,991
-298
-7% -$63.1K 0.21% 50
2015
Q1 		$891K Buy
4,289
+1,563
+57% +$325K 0.22% 49
2014
Q4 		$564K Sell
2,726
-776
-22% -$157K 0.16% 47
2014
Q3 		$694K Sell
3,502
-64
-2% -$12.7K 0.18% 37
2014
Q2 		$703K Sell
3,566
-109
-3% -$20.9K 0.17% 36
2014
Q1 		$691K Sell
3,675
-27
-0.7% -$4.99K 0.19% 37
2013
Q4 		$687K Sell
3,702
-15
-0.4% -$2.67K 0.19% 37
2013
Q3 		$628K Sell
3,717
-57
-2% -$9.61K 0.2% 37
2013
Q2 		$607K Buy
+3,774
New +$611K 0.25% 37

Other funds holding IVV

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Brookmont Capital Management's IVV Position: Q2 2026 in Review

Brookmont Capital Management increased its iShares Core S&P 500 ETF (IVV) stake by 2.2% in Q2 2026, buying an estimated $28.4K and bringing the position to 1,774 shares worth $1.33M. The position accounts for 0.71% of the portfolio, ranked #38.

Brookmont Capital Management first reported a position in IVV in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.1M in Q4 2023. 2,050 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Brookmont Capital Management held 1,774 shares of iShares Core S&P 500 ETF worth $1.33M as of Q2 2026.
  • Brookmont Capital Management bought 39 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $28.4K.
  • iShares Core S&P 500 ETF made up 0.71% of Brookmont Capital Management's portfolio in Q2 2026, its #38 holding.
  • Brookmont Capital Management first reported a position in iShares Core S&P 500 ETF in Q2 2013 and has held it in 53 quarters since.
  • Brookmont Capital Management's iShares Core S&P 500 ETF position peaked at $2.1M in Q4 2023.
  • 2,050 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Brookmont Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.