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BSN Capital Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

BSN Capital Partners’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 		$298M Sell
400,032
-196,070
-33% -$143M 13.46% 1
2026
Q1 		$397M Buy
596,102
+231,500
+63% +$158M 10.11% 4
2025
Q4 		$247M Buy
+364,602
New +$248M 11.64% 3

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

BSN Capital Partners's IVV Position: Q2 2026 in Review

BSN Capital Partners reduced its iShares Core S&P 500 ETF (IVV) stake by 33% in Q2 2026, selling an estimated $143M and leaving 400,032 shares worth $298M. The position accounts for 13.46% of the portfolio, ranked #1.

BSN Capital Partners first reported a position in IVV in Q4 2025 and has held it in 3 quarters since. The position peaked at $397M in Q1 2026. 4,116 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • BSN Capital Partners held 400,032 shares of iShares Core S&P 500 ETF worth $298M as of Q2 2026.
  • BSN Capital Partners sold 196,070 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $143M.
  • iShares Core S&P 500 ETF made up 13.46% of BSN Capital Partners's portfolio in Q2 2026, its #1 holding.
  • BSN Capital Partners first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
  • BSN Capital Partners's iShares Core S&P 500 ETF position peaked at $397M in Q1 2026.
  • 4,116 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on BSN Capital Partners's 13F filing for Q2 2026, filed 12 Aug 2026.