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Byrne Financial Freedom’s iShares Core S&P 500 ETF IVV Stock Holding History

Byrne Financial Freedom’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 		$608K Buy
811
+182
+29% +$133K 0.24% 61
2026
Q1 		$411K Buy
+629
New +$430K 0.2% 68

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

Byrne Financial Freedom's IVV Position: Q2 2026 in Review

Byrne Financial Freedom increased its iShares Core S&P 500 ETF (IVV) stake by 29% in Q2 2026, buying an estimated $133K and bringing the position to 811 shares worth $608K. The position accounts for 0.24% of the portfolio, ranked #61.

Byrne Financial Freedom first reported a position in IVV in Q1 2026 and has held it in 2 quarters since. 4,108 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Byrne Financial Freedom held 811 shares of iShares Core S&P 500 ETF worth $608K as of Q2 2026.
  • Byrne Financial Freedom bought 182 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $133K.
  • iShares Core S&P 500 ETF made up 0.24% of Byrne Financial Freedom's portfolio in Q2 2026, its #61 holding.
  • Byrne Financial Freedom first reported a position in iShares Core S&P 500 ETF in Q1 2026 and has held it in 2 quarters since.
  • 4,108 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Byrne Financial Freedom's 13F filing for Q2 2026, filed 30 Jul 2026.