Eubel Brady & Suttman Asset Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Eubel Brady & Suttman 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	$499K	Hold	666	–	–	0.06%	80
2026 Q1	$435K	Sell	666 -347	-34%	-$237K	0.05%	81
2025 Q4	$694K	Buy	1,013 +326	+47%	+$221K	0.08%	67
2025 Q3	$460K	Buy	687 +102	+17%	+$65.7K	0.05%	75
2025 Q2	$363K	Hold	585	–	–	0.05%	80
2025 Q1	$329K	Hold	585	–	–	0.04%	77
2024 Q4	$344K	Hold	585	–	–	0.05%	75
2024 Q3	$337K	Sell	585 -1,407	-71%	-$782K	0.04%	76
2024 Q2	$1.09M	Sell	1,992 -196	-9%	-$103K	0.16%	54
2024 Q1	$1.15M	Buy	2,188 +1,407	+180%	+$704K	0.15%	52
2023 Q4	$373K	Sell	781 -1,401	-64%	-$627K	0.05%	76
2023 Q3	$937K	Hold	2,182	–	–	0.14%	59
2023 Q2	$973K	Buy	2,182 +4	+0.2%	+$1.69K	0.13%	58
2023 Q1	$895K	Sell	2,178 -12,412	-85%	-$4.98M	0.13%	59
2022 Q4	$5.61M	Sell	14,590 -1,955	-12%	-$754K	0.9%	32
2022 Q3	$5.93M	Sell	16,545 -1,007	-6%	-$402K	1.06%	30
2022 Q2	$6.66M	Buy	17,552 +2,659	+18%	+$1.09M	1.33%	29
2022 Q1	$6.76M	Buy	14,893 +5,077	+52%	+$2.27M	1.24%	28
2021 Q4	$4.68M	Buy	9,816 +8,766	+835%	+$4.04M	0.92%	28
2021 Q3	$452K	Buy	1,050 +100	+11%	+$44.3K	0.09%	51
2021 Q2	$378K	Sell	950 -950	-50%	-$398K	0.03%	141
2021 Q1	$756K	Buy	+1,900	New	+$736K	0.08%	61

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Eubel Brady & Suttman Asset Management's IVV Position: Q2 2026 in Review

Eubel Brady & Suttman Asset Management held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 666 shares worth $499K. The position accounts for 0.06% of the portfolio, ranked #80.

Eubel Brady & Suttman Asset Management first reported a position in IVV in Q1 2021 and has held it in 22 quarters since. The position peaked at $6.76M in Q1 2022. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Eubel Brady & Suttman Asset Management held 666 shares of iShares Core S&P 500 ETF worth $499K as of Q2 2026.
Eubel Brady & Suttman Asset Management left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up 0.06% of Eubel Brady & Suttman Asset Management's portfolio in Q2 2026, its #80 holding.
Eubel Brady & Suttman Asset Management first reported a position in iShares Core S&P 500 ETF in Q1 2021 and has held it in 22 quarters since.
Eubel Brady & Suttman Asset Management's iShares Core S&P 500 ETF position peaked at $6.76M in Q1 2022.
4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Eubel Brady & Suttman Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.