IVC Wealth Advisors
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IVC Wealth Advisors’s Boeing BA Stock Holding History

IVC Wealth Advisors’s Portfolio BA Stock Details BA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-940
Closed -$203K – 168
2026
Q2 		$203K Buy
+940
New +$209K 0.08% 173
2026
Q1 		– Sell
-941
Closed -$204K – 178
2025
Q4 		$204K Sell
941
-237
-20% -$48.7K 0.09% 174
2025
Q3 		$254K Buy
1,178
+18
+2% +$4.06K 0.11% 154
2025
Q2 		$243K Sell
1,160
-133
-10% -$25.1K 0.12% 148
2025
Q1 		$221K Buy
1,293
+11
+0.9% +$1.9K 0.12% 144
2024
Q4 		$227K Buy
+1,282
New +$201K 0.13% 143
2024
Q3 		– Sell
-1,738
Closed -$316K – 164
2024
Q2 		$316K Sell
1,738
-288
-14% -$51.3K 0.18% 114
2024
Q1 		$391K Sell
2,026
-2,179
-52% -$448K 0.23% 101
2023
Q4 		$1.1M Sell
4,205
-1,139
-21% -$244K 0.68% 38
2023
Q3 		$1.02M Sell
5,344
-25
-0.5% -$5.47K 0.69% 34
2023
Q2 		$1.13M Buy
5,369
+1,077
+25% +$224K 0.72% 32
2023
Q1 		$912K Sell
4,292
-225
-5% -$46.7K 0.65% 43
2022
Q4 		$860K Sell
4,517
-155
-3% -$25.4K 0.63% 47
2022
Q3 		$566K Buy
4,672
+48
+1% +$7.36K 0.46% 62
2022
Q2 		$632K Sell
4,624
-475
-9% -$70.1K 0.49% 58
2022
Q1 		$976K Sell
5,099
-6
-0.1% -$1.2K 0.64% 40
2021
Q4 		$1.03M Sell
5,105
-314
-6% -$66.3K 0.66% 39
2021
Q3 		$1.19M Buy
5,419
+300
+6% +$66.9K 0.82% 31
2021
Q2 		$1.23M Buy
5,119
+60
+1% +$14.5K 0.86% 28
2021
Q1 		$1.29M Buy
5,059
+85
+2% +$18.9K 1.02% 23
2020
Q4 		$1.06M Buy
+4,974
New +$956K 1.02% 26

Other funds holding BA

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

IVC Wealth Advisors's BA Position: Q3 2026 in Review

IVC Wealth Advisors sold out of Boeing (BA) in Q3 2026, closing a stake of 940 shares — an estimated $203K sold.

IVC Wealth Advisors first reported a position in BA in Q4 2020 and held it in 21 quarters. The position peaked at $1.29M in Q1 2021. 751 funds tracked by Wall St. Rank hold BA as of Q3 2026.

  • IVC Wealth Advisors reported no remaining Boeing position as of Q3 2026 after selling out during the quarter.
  • IVC Wealth Advisors sold 940 Boeing shares in Q3 2026, an estimated $203K.
  • IVC Wealth Advisors first reported a position in Boeing in Q4 2020 and held it in 21 quarters.
  • IVC Wealth Advisors's Boeing position peaked at $1.29M in Q1 2021.
  • 751 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on IVC Wealth Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.