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BWM Planning’s iShares Core S&P 500 ETF IVV Stock Holding History

BWM Planning’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 		$10.3M Buy
13,720
+332
+2% +$242K 2.38% 14
2026
Q1 		$8.74M Sell
13,388
-2,527
-16% -$1.73M 2.31% 14
2025
Q4 		$10.9M Sell
15,915
-113
-0.7% -$76.7K 2.91% 12
2025
Q3 		$10.7M Sell
16,028
-147
-0.9% -$94.7K 3.19% 12
2025
Q2 		$10M Buy
16,175
+53
+0.3% +$30.4K 3.46% 10
2025
Q1 		$9.06M Sell
16,122
-1,457
-8% -$860K 3.83% 8
2024
Q4 		$10.3M Sell
17,579
-1,843
-9% -$1.09M 4.5% 5
2024
Q3 		$11.2M Buy
+19,422
New +$10.8M 4.97% 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

BWM Planning's IVV Position: Q2 2026 in Review

BWM Planning increased its iShares Core S&P 500 ETF (IVV) stake by 2.5% in Q2 2026, buying an estimated $242K and bringing the position to 13,720 shares worth $10.3M. The position accounts for 2.38% of the portfolio, ranked #14.

BWM Planning first reported a position in IVV in Q3 2024 and has held it in 8 quarters since. The position peaked at $11.2M in Q3 2024. 4,102 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • BWM Planning held 13,720 shares of iShares Core S&P 500 ETF worth $10.3M as of Q2 2026.
  • BWM Planning bought 332 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $242K.
  • iShares Core S&P 500 ETF made up 2.38% of BWM Planning's portfolio in Q2 2026, its #14 holding.
  • BWM Planning first reported a position in iShares Core S&P 500 ETF in Q3 2024 and has held it in 8 quarters since.
  • BWM Planning's iShares Core S&P 500 ETF position peaked at $11.2M in Q3 2024.
  • 4,102 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on BWM Planning's 13F filing for Q2 2026, filed 23 Jul 2026.