BBES
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Buffalo Business & Estate Services’s iShares Core S&P 500 ETF IVV Stock Holding History

Buffalo Business & Estate Services’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 		– Sell
-645
Closed -$470K – 64
2026
Q1 		$421K Sell
645
-42
-6% -$28.7K 0.06% 61
2025
Q4 		$470K Buy
+687
New +$467K 0.07% 55

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Marshall Wace
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Northwestern Mutual Wealth Management
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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

Buffalo Business & Estate Services's IVV Position: Q2 2026 in Review

Buffalo Business & Estate Services sold out of iShares Core S&P 500 ETF (IVV) in Q2 2026, closing a stake of 645 shares — an estimated $470K sold.

Buffalo Business & Estate Services first reported a position in IVV in Q4 2025 and held it in 2 quarters. The position peaked at $470K in Q4 2025. 4,093 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Buffalo Business & Estate Services reported no remaining iShares Core S&P 500 ETF position as of Q2 2026 after selling out during the quarter.
  • Buffalo Business & Estate Services sold 645 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $470K.
  • Buffalo Business & Estate Services first reported a position in iShares Core S&P 500 ETF in Q4 2025 and held it in 2 quarters.
  • Buffalo Business & Estate Services's iShares Core S&P 500 ETF position peaked at $470K in Q4 2025.
  • 4,093 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Buffalo Business & Estate Services's 13F filing for Q2 2026, filed 23 Jul 2026.