Brown Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
Brown Wealth Management's IVV Position: Q2 2026 in Review
Brown Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 2% in Q2 2026, buying an estimated $1.5M and bringing the position to 104,951 shares worth $78.6M. The position accounts for 17.58% of the portfolio, ranked #1.
Brown Wealth Management first reported a position in IVV in Q1 2024 and has held it in 10 quarters since. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Brown Wealth Management held 104,951 shares of iShares Core S&P 500 ETF worth $78.6M as of Q2 2026.
- Brown Wealth Management bought 2,055 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $1.5M.
- iShares Core S&P 500 ETF made up 17.58% of Brown Wealth Management's portfolio in Q2 2026, its #1 holding.
- Brown Wealth Management first reported a position in iShares Core S&P 500 ETF in Q1 2024 and has held it in 10 quarters since.
- 4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Brown Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.