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 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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Byrne Asset Management's IVV Position: Q2 2026 in Review

Byrne Asset Management increased its iShares Core S&P 500 ETF (IVV) stake by 0.32% in Q2 2026, buying an estimated $728 and bringing the position to 311 shares worth $233K. The position accounts for 0.13% of the portfolio, ranked #131.

Byrne Asset Management first reported a position in IVV in Q4 2021 and has held it in 13 quarters since. The position peaked at $527K in Q4 2021. 2,070 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Byrne Asset Management held 311 shares of iShares Core S&P 500 ETF worth $233K as of Q2 2026.
Byrne Asset Management bought 1 iShares Core S&P 500 ETF share in Q2 2026, an estimated $728.
iShares Core S&P 500 ETF made up 0.13% of Byrne Asset Management's portfolio in Q2 2026, its #131 holding.
Byrne Asset Management first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 13 quarters since.
Byrne Asset Management's iShares Core S&P 500 ETF position peaked at $527K in Q4 2021.
2,070 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Byrne Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.