Brown Financial Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
Brown Financial Advisors's IVV Position: Q1 2026 in Review
Brown Financial Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 125% in Q1 2026, buying an estimated $294K and bringing the position to 775 shares worth $506K. The position accounts for 0.19% of the portfolio, ranked #106.
Brown Financial Advisors first reported a position in IVV in Q3 2025 and has held it in 3 quarters since. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.
- Brown Financial Advisors held 775 shares of iShares Core S&P 500 ETF worth $506K as of Q1 2026.
- Brown Financial Advisors bought 430 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $294K.
- iShares Core S&P 500 ETF made up 0.19% of Brown Financial Advisors's portfolio in Q1 2026, its #106 holding.
- Brown Financial Advisors first reported a position in iShares Core S&P 500 ETF in Q3 2025 and has held it in 3 quarters since.
- 3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.
Based on Brown Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.