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Chris Bulman’s iShares Core S&P 500 ETF IVV Stock Holding History

Chris Bulman’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 		$1.17M Buy
1,556
+749
+93% +$545K 0.43% 47
2026
Q1 		$527K Buy
807
+69
+9% +$47.1K 0.23% 74
2025
Q4 		$505K Buy
738
+1
+0.1% +$679 0.22% 74
2025
Q3 		$493K Hold
737
– – 0.25% 69
2025
Q2 		$458K Sell
737
-172
-19% -$98.8K 0.26% 67
2025
Q1 		$511K Sell
909
-393
-30% -$232K 0.32% 63
2024
Q4 		$766K Sell
1,302
-12
-0.9% -$7.1K 0.49% 47
2024
Q3 		$758K Buy
1,314
+52
+4% +$28.9K 0.52% 46
2024
Q2 		$691K Buy
+1,262
New +$664K 0.47% 46

Other funds holding IVV

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
Envestnet Portfolio Solutions
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

Chris Bulman's IVV Position: Q2 2026 in Review

Chris Bulman increased its iShares Core S&P 500 ETF (IVV) stake by 93% in Q2 2026, buying an estimated $545K and bringing the position to 1,556 shares worth $1.17M. The position accounts for 0.43% of the portfolio, ranked #47.

Chris Bulman first reported a position in IVV in Q2 2024 and has held it in 9 quarters since. 2,171 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Chris Bulman held 1,556 shares of iShares Core S&P 500 ETF worth $1.17M as of Q2 2026.
  • Chris Bulman bought 749 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $545K.
  • iShares Core S&P 500 ETF made up 0.43% of Chris Bulman's portfolio in Q2 2026, its #47 holding.
  • Chris Bulman first reported a position in iShares Core S&P 500 ETF in Q2 2024 and has held it in 9 quarters since.
  • 2,171 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Chris Bulman's 13F filing for Q2 2026, filed 22 Jul 2026.