Brown Miller Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Brown Miller Wealth 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	$2.02M	Sell	2,691 -46	-2%	-$33.5K	0.51%	46
2026 Q1	$1.79M	Sell	2,737 -3	-0.1%	-$2.05K	0.51%	47
2025 Q4	$1.88M	Sell	2,740 -46	-2%	-$31.2K	0.52%	50
2025 Q3	$1.86M	Sell	2,786 -23	-0.8%	-$14.8K	0.53%	46
2025 Q2	$1.74M	Sell	2,809 -582	-17%	-$334K	0.54%	46
2025 Q1	$1.91M	Sell	3,391 -5,856	-63%	-$3.46M	0.66%	43
2024 Q4	$5.44M	Buy	9,247 +280	+3%	+$166K	2.09%	6
2024 Q3	$5.17M	Buy	8,967 +1,486	+20%	+$826K	2.01%	5
2024 Q2	$4.09M	Buy	7,481 +431	+6%	+$227K	1.7%	7
2024 Q1	$3.71M	Buy	7,050 +1,192	+20%	+$596K	1.63%	10
2023 Q4	$2.8M	Buy	5,858 +197	+3%	+$88.2K	1.4%	20
2023 Q3	$2.43M	Buy	5,661 +1,136	+25%	+$508K	1.36%	18
2023 Q2	$2.02M	Sell	4,525 -248	-5%	-$105K	1.09%	29
2023 Q1	$1.96M	Sell	4,773 -886	-16%	-$355K	1.16%	27
2022 Q4	$2.17M	Buy	5,659 +2,000	+55%	+$772K	1.37%	22
2022 Q3	$1.31M	Sell	3,659 -9	-0.2%	-$3.59K	0.93%	35
2022 Q2	$1.39M	Buy	3,668 +45	+1%	+$18.5K	0.95%	34
2022 Q1	$1.64M	Buy	3,623 +515	+17%	+$230K	0.95%	31
2021 Q4	$1.48M	Sell	3,108 -77	-2%	-$35.5K	0.85%	32
2021 Q3	$1.37M	Buy	3,185 +413	+15%	+$183K	0.86%	33
2021 Q2	$1.19M	Buy	2,772 +156	+6%	+$65.3K	0.76%	37
2021 Q1	$1.04M	Sell	2,616 -111	-4%	-$43K	0.74%	39
2020 Q4	$1.02M	Buy	+2,727	New	+$971K	0.77%	37

Other funds holding IVV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Brown Miller Wealth Management's IVV Position: Q2 2026 in Review

Brown Miller Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 1.7% in Q2 2026, selling an estimated $33.5K and leaving 2,691 shares worth $2.02M. The position accounts for 0.51% of the portfolio, ranked #46.

Brown Miller Wealth Management first reported a position in IVV in Q4 2020 and has held it in 23 quarters since. The position peaked at $5.44M in Q4 2024. 1,526 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Brown Miller Wealth Management held 2,691 shares of iShares Core S&P 500 ETF worth $2.02M as of Q2 2026.
Brown Miller Wealth Management sold 46 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $33.5K.
iShares Core S&P 500 ETF made up 0.51% of Brown Miller Wealth Management's portfolio in Q2 2026, its #46 holding.
Brown Miller Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 23 quarters since.
Brown Miller Wealth Management's iShares Core S&P 500 ETF position peaked at $5.44M in Q4 2024.
1,526 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Brown Miller Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.