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Bryant Woods Investment Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Bryant Woods Investment Advisors’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 		$101M Buy
134,386
+4,261
+3% +$3.1M 27.99% 1
2026
Q1 		$85M Buy
130,125
+5,424
+4% +$3.7M 31.28% 1
2025
Q4 		$85.4M Sell
124,701
-3,175
-2% -$2.16M 33.1% 1
2025
Q3 		$85.6M Buy
127,876
+745
+0.6% +$480K 33.47% 1
2025
Q2 		$78.9M Buy
127,131
+1,589
+1% +$912K 34.07% 1
2025
Q1 		$70.5M Buy
125,542
+9,442
+8% +$5.58M 33.92% 1
2024
Q4 		$68.3M Buy
116,100
+2,919
+3% +$1.73M 33.11% 1
2024
Q3 		$65.3M Buy
113,181
+42,558
+60% +$23.7M 33.25% 1
2024
Q2 		$30.3M Sell
70,623
-30,829
-30% -$16.2M 22.07% 1
2024
Q1 		$53.3M Buy
101,452
+14,302
+16% +$7.16M 31.47% 1
2023
Q4 		$41.6M Buy
87,150
+16,527
+23% +$7.4M 26.54% 1
2023
Q3 		$30.3M Buy
70,623
+816
+1% +$365K 22.07% 1
2023
Q2 		$31.1M Buy
69,807
+1,256
+2% +$529K 22.12% 1
2023
Q1 		$28.2M Buy
68,551
+7,162
+12% +$2.87M 21.78% 1
2022
Q4 		$23.6M Buy
61,389
+4,184
+7% +$1.61M 20.02% 1
2022
Q3 		$20.5M Buy
57,205
+585
+1% +$234K 19.35% 1
2022
Q2 		$21.5M Buy
56,620
+949
+2% +$390K 20.25% 1
2022
Q1 		$25.3M Buy
55,671
+19,341
+53% +$8.65M 20.38% 1
2021
Q4 		$17.3M Buy
+36,330
New +$16.7M 13.52% 2

Other funds holding IVV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
CI
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
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Bryant Woods Investment Advisors's IVV Position: Q2 2026 in Review

Bryant Woods Investment Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 3.3% in Q2 2026, buying an estimated $3.1M and bringing the position to 134,386 shares worth $101M. The position accounts for 27.99% of the portfolio, ranked #1.

Bryant Woods Investment Advisors first reported a position in IVV in Q4 2021 and has held it in 19 quarters since. 1,399 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Bryant Woods Investment Advisors held 134,386 shares of iShares Core S&P 500 ETF worth $101M as of Q2 2026.
  • Bryant Woods Investment Advisors bought 4,261 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $3.1M.
  • iShares Core S&P 500 ETF made up 27.99% of Bryant Woods Investment Advisors's portfolio in Q2 2026, its #1 holding.
  • Bryant Woods Investment Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,399 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Bryant Woods Investment Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.