DBFM
IVV icon

Dickmeyer Boyce Financial Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Dickmeyer Boyce Financial 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 		$1.62M Buy
2,114
+69
+3% +$52.7K 0.83% 31
2026
Q2 		$1.53M Buy
2,045
+181
+10% +$132K 0.79% 32
2026
Q1 		$1.22M Buy
+1,864
New +$1.27M 0.72% 34

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
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
EB
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
SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

Dickmeyer Boyce Financial Management's IVV Position: Q3 2026 in Review

Dickmeyer Boyce Financial Management increased its iShares Core S&P 500 ETF (IVV) stake by 3.4% in Q3 2026, buying an estimated $52.7K and bringing the position to 2,114 shares worth $1.62M. The position accounts for 0.83% of the portfolio, ranked #31.

Dickmeyer Boyce Financial Management first reported a position in IVV in Q1 2026 and has held it in 3 quarters since. 152 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Dickmeyer Boyce Financial Management held 2,114 shares of iShares Core S&P 500 ETF worth $1.62M as of Q3 2026.
  • Dickmeyer Boyce Financial Management bought 69 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $52.7K.
  • iShares Core S&P 500 ETF made up 0.83% of Dickmeyer Boyce Financial Management's portfolio in Q3 2026, its #31 holding.
  • Dickmeyer Boyce Financial Management first reported a position in iShares Core S&P 500 ETF in Q1 2026 and has held it in 3 quarters since.
  • 152 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Dickmeyer Boyce Financial Management's 13F filing for Q3 2026, filed 8 Oct 2026.