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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$343M Buy
445,003
+44,971
+11% +$34.3M 13.74% 3
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

BSN Capital Partners's IVV Position: Q3 2026 in Review

BSN Capital Partners increased its iShares Core S&P 500 ETF (IVV) stake by 11% in Q3 2026, buying an estimated $34.3M and bringing the position to 445,003 shares worth $343M. The position accounts for 13.74% of the portfolio, ranked #3.

BSN Capital Partners first reported a position in IVV in Q4 2025 and has held it in 4 quarters since. The position peaked at $397M in Q1 2026. 2,750 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • BSN Capital Partners held 445,003 shares of iShares Core S&P 500 ETF worth $343M as of Q3 2026.
  • BSN Capital Partners bought 44,971 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $34.3M.
  • iShares Core S&P 500 ETF made up 13.74% of BSN Capital Partners's portfolio in Q3 2026, its #3 holding.
  • BSN Capital Partners first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 4 quarters since.
  • BSN Capital Partners's iShares Core S&P 500 ETF position peaked at $397M in Q1 2026.
  • 2,750 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on BSN Capital Partners's 13F filing for Q3 2026, filed 23 Oct 2026.