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

Bulwark Capital’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
Q3 		$13.3M Buy
17,428
+1,102
+7% +$841K 7.06% 3
2026
Q2 		$12.2M Buy
16,326
+414
+3% +$301K 6.88% 3
2026
Q1 		$10.4M Buy
15,912
+65
+0.4% +$44.4K 6.41% 4
2025
Q4 		$10.9M Buy
15,847
+591
+4% +$401K 7.72% 2
2025
Q3 		$10.2M Buy
15,256
+111
+0.7% +$71.5K 7.94% 2
2025
Q2 		$9.4M Buy
+15,145
New +$8.7M 7.92% 2

Other funds holding IVV

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
AIA Group
AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Bulwark Capital's IVV Position: Q3 2026 in Review

Bulwark Capital increased its iShares Core S&P 500 ETF (IVV) stake by 6.7% in Q3 2026, buying an estimated $841K and bringing the position to 17,428 shares worth $13.3M. The position accounts for 7.06% of the portfolio, ranked #3.

Bulwark Capital first reported a position in IVV in Q2 2025 and has held it in 6 quarters since. 2,320 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Bulwark Capital held 17,428 shares of iShares Core S&P 500 ETF worth $13.3M as of Q3 2026.
  • Bulwark Capital bought 1,102 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $841K.
  • iShares Core S&P 500 ETF made up 7.06% of Bulwark Capital's portfolio in Q3 2026, its #3 holding.
  • Bulwark Capital first reported a position in iShares Core S&P 500 ETF in Q2 2025 and has held it in 6 quarters since.
  • 2,320 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Bulwark Capital's 13F filing for Q3 2026, filed 13 Oct 2026.