Brown Financial Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
Brown Financial Advisors's IVV Position: Q2 2026 in Review
Brown Financial Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 5.9% in Q2 2026, buying an estimated $33.5K and bringing the position to 821 shares worth $615K. The position accounts for 0.21% of the portfolio, ranked #100.
Brown Financial Advisors first reported a position in IVV in Q3 2025 and has held it in 4 quarters since. 4,116 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Brown Financial Advisors held 821 shares of iShares Core S&P 500 ETF worth $615K as of Q2 2026.
- Brown Financial Advisors bought 46 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $33.5K.
- iShares Core S&P 500 ETF made up 0.21% of Brown Financial Advisors's portfolio in Q2 2026, its #100 holding.
- Brown Financial Advisors first reported a position in iShares Core S&P 500 ETF in Q3 2025 and has held it in 4 quarters since.
- 4,116 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Brown Financial Advisors's 13F filing for Q2 2026, filed 26 Aug 2026.