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BSW Wealth Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

BSW Wealth 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 		$132M Sell
175,944
-6,624
-4% -$4.82M 14.65% 1
2026
Q1 		$119M Sell
182,568
-324
-0.2% -$221K 14.55% 1
2025
Q4 		$125M Sell
182,892
-10,105
-5% -$6.86M 15.03% 1
2025
Q3 		$129M Buy
192,997
+6,766
+4% +$4.36M 16.09% 1
2025
Q2 		$116M Buy
186,231
+11,840
+7% +$6.8M 15.85% 1
2025
Q1 		$98M Sell
174,391
-3,054
-2% -$1.8M 14.88% 1
2024
Q4 		$104M Buy
177,445
+1,334
+0.8% +$790K 15.33% 1
2024
Q3 		$102M Buy
176,111
+2,716
+2% +$1.51M 15.24% 1
2024
Q2 		$94.9M Buy
173,395
+3,990
+2% +$2.1M 15.57% 1
2024
Q1 		$89.1M Buy
169,405
+11,323
+7% +$5.67M 15.09% 1
2023
Q4 		$75.5M Buy
158,082
+3,342
+2% +$1.5M 14.97% 1
2023
Q3 		$66.4M Sell
154,740
-2,117
-1% -$947K 14.78% 1
2023
Q2 		$69.9M Sell
156,857
-3,474
-2% -$1.46M 14.59% 1
2023
Q1 		$65.9M Buy
160,331
+3,336
+2% +$1.34M 13.5% 1
2022
Q4 		$60.3M Sell
156,995
-4,461
-3% -$1.72M 12.95% 1
2022
Q3 		$57.9M Buy
161,456
+2,718
+2% +$1.09M 14.22% 1
2022
Q2 		$60.2M Buy
158,738
+1,826
+1% +$751K 14.42% 1
2022
Q1 		$71.2M Buy
156,912
+3,450
+2% +$1.54M 18% 1
2021
Q4 		$73.2M Sell
153,462
-9,851
-6% -$4.54M 18.38% 1
2021
Q3 		$70.4M Buy
163,313
+202
+0.1% +$89.5K 19.67% 1
2021
Q2 		$70.1M Sell
163,111
-23,930
-13% -$10M 19.28% 1
2021
Q1 		$74.4M Buy
187,041
+15,339
+9% +$5.94M 21.5% 1
2020
Q4 		$64.5M Sell
171,702
-268
-0.2% -$95.4K 19.81% 1
2020
Q3 		$57.8M Sell
171,970
-40,514
-19% -$13.5M 21.69% 1
2020
Q2 		$65.8M Buy
212,484
+1,994
+0.9% +$585K 22.05% 1
2020
Q1 		$54.4M Buy
210,490
+11,640
+6% +$3.57M 22.59% 1
2019
Q4 		$64.3M Buy
198,850
+19,376
+11% +$6M 21.9% 1
2019
Q3 		$53.6M Buy
179,474
+1,611
+0.9% +$479K 20.61% 1
2019
Q2 		$52.4M Buy
177,863
+408
+0.2% +$118K 19.82% 1
2019
Q1 		$50.5M Buy
177,455
+46,808
+36% +$12.8M 19.99% 1
2018
Q4 		$32.9M Sell
130,647
-10,573
-7% -$2.87M 12.42% 1
2018
Q3 		$41.3M Buy
141,220
+783
+0.6% +$225K 15.75% 2
2018
Q2 		$38.3M Buy
140,437
+6,370
+5% +$1.73M 16.58% 2
2018
Q1 		$35.6M Sell
134,067
-13,441
-9% -$3.7M 15.94% 2
2017
Q4 		$39.7M Sell
147,508
-1,674
-1% -$438K 16.5% 1
2017
Q3 		$37.7M Sell
149,182
-2,090
-1% -$519K 16.44% 1
2017
Q2 		$36.8M Buy
151,272
+8,809
+6% +$2.13M 16.76% 1
2017
Q1 		$33.8M Sell
142,463
-1,107
-0.8% -$259K 16.74% 1
2016
Q4 		$32.3M Buy
143,570
+112,789
+366% +$24.8M 16.87% 1
2016
Q3 		$141K Sell
30,781
-118,085
-79% -$25.7M 4.88% 5
2016
Q2 		$31.3M Sell
148,866
-9,330
-6% -$1.95M 17.23% 2
2016
Q1 		$32.7M Sell
158,196
-46,047
-23% -$9.03M 18.41% 2
2015
Q4 		$41.8M Buy
204,243
+24,029
+13% +$4.96M 20.91% 1
2015
Q3 		$34.7M Buy
180,214
+13,175
+8% +$2.69M 20.71% 1
2015
Q2 		$34.6M Buy
167,039
+586
+0.4% +$124K 21.98% 1
2015
Q1 		$34.6M Buy
166,453
+112,406
+208% +$23.4M 22% 2
2014
Q4 		$11.2M Buy
54,047
+6,438
+14% +$1.3M 9.03% 3
2014
Q3 		$9.44M Buy
47,609
+5,265
+12% +$1.05M 7.39% 4
2014
Q2 		$8.34M Buy
42,344
+631
+2% +$121K 6.58% 5
2014
Q1 		$7.85M Buy
41,713
+22,227
+114% +$4.1M 6.35% 5
2013
Q4 		$3.62M Buy
19,486
+531
+3% +$94.5K 2.89% 7
2013
Q3 		$3.2M Buy
18,955
+1,674
+10% +$282K 2.79% 8
2013
Q2 		$2.78M Buy
+17,281
New +$2.8M 2.44% 9

Other funds holding IVV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
BOF
Bank of Finland Helsinki, Finland $1.54B AUM 15.84% 1-Year Est. Return
FTWA
Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

BSW Wealth Partners's IVV Position: Q2 2026 in Review

BSW Wealth Partners reduced its iShares Core S&P 500 ETF (IVV) stake by 3.6% in Q2 2026, selling an estimated $4.82M and leaving 175,944 shares worth $132M. The position accounts for 14.65% of the portfolio, ranked #1.

BSW Wealth Partners first reported a position in IVV in Q2 2013 and has held it in 53 quarters since. 853 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • BSW Wealth Partners held 175,944 shares of iShares Core S&P 500 ETF worth $132M as of Q2 2026.
  • BSW Wealth Partners sold 6,624 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $4.82M.
  • iShares Core S&P 500 ETF made up 14.65% of BSW Wealth Partners's portfolio in Q2 2026, its #1 holding.
  • BSW Wealth Partners first reported a position in iShares Core S&P 500 ETF in Q2 2013 and has held it in 53 quarters since.
  • 853 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.