Byrne Asset Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Byrne Asset Management’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	$239K	Hold	311	–	–	0.13%	123
2026 Q2	$233K	Buy	311 +1	+0.3%	+$728	0.13%	131
2026 Q1	$202K	Sell	310 -28	-8%	-$19.1K	0.12%	133
2025 Q4	$232K	Hold	338	–	–	0.13%	124
2025 Q3	$226K	Sell	338 -34	-9%	-$21.9K	0.14%	110
2025 Q2	$231K	Buy	+372	New	+$214K	0.15%	104
2025 Q1	–	Hold	0	–	–	–	93
2024 Q4	–	Sell	-557	Closed	-$330K	–	81
2024 Q3	$321K	Buy	+557	New	+$310K	0.22%	85
2024 Q2	–	Sell	-563	Closed	-$296K	–	89
2024 Q1	$296K	Buy	+563	New	+$282K	0.21%	94
2023 Q4	–	Hold	0	–	–	–	101
2023 Q3	–	Hold	0	–	–	–	98
2023 Q2	–	Sell	-613	Closed	-$258K	–	131
2023 Q1	$252K	Sell	613 -48	-7%	-$19.2K	0.18%	119
2022 Q4	$254K	Sell	661 -72	-10%	-$27.8K	0.18%	118
2022 Q3	$263K	Sell	733 -8	-1%	-$3.19K	0.2%	104
2022 Q2	$281K	Sell	741 -259	-26%	-$107K	0.21%	88
2022 Q1	$454K	Sell	1,000 -105	-10%	-$47K	0.28%	80
2021 Q4	$527K	Buy	+1,105	New	+$509K	0.34%	76

Other funds holding IVV

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

BOF

Bank of Finland Helsinki, Finland $1.38B AUM 11.75% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

LFG

Leverty Financial Group Hudson, Wisconsin $549M AUM 10.43% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Byrne Asset Management's IVV Position: Q3 2026 in Review

Byrne Asset Management held its iShares Core S&P 500 ETF (IVV) position steady in Q3 2026 at 311 shares worth $239K. The position accounts for 0.13% of the portfolio, ranked #123.

Byrne Asset Management first reported a position in IVV in Q4 2021 and has held it in 14 quarters since. The position peaked at $527K in Q4 2021. 245 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Byrne Asset Management held 311 shares of iShares Core S&P 500 ETF worth $239K as of Q3 2026.
Byrne Asset Management left its iShares Core S&P 500 ETF share count unchanged in Q3 2026.
iShares Core S&P 500 ETF made up 0.13% of Byrne Asset Management's portfolio in Q3 2026, its #123 holding.
Byrne Asset Management first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 14 quarters since.
Byrne Asset Management's iShares Core S&P 500 ETF position peaked at $527K in Q4 2021.
245 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Byrne Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.