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 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) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

AIP

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

IVC Wealth Advisors's BA Position: Q2 2026 in Review

IVC Wealth Advisors opened a new position in Boeing (BA) in Q2 2026: 940 shares worth $203K. The stake represents 0.08% of the portfolio and ranks #173 among its holdings. This is a return to the name: IVC Wealth Advisors previously reported a position in BA as recently as Q4 2025.

IVC Wealth Advisors first reported a position in BA in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.29M in Q1 2021. 452 funds tracked by Wall St. Rank hold BA as of Q2 2026.

IVC Wealth Advisors held 940 shares of Boeing worth $203K as of Q2 2026.
Boeing was a new IVC Wealth Advisors position in Q2 2026.
Boeing made up 0.08% of IVC Wealth Advisors's portfolio in Q2 2026, its #173 holding.
IVC Wealth Advisors first reported a position in Boeing in Q4 2020 and has held it in 21 quarters since.
IVC Wealth Advisors's Boeing position peaked at $1.29M in Q1 2021.
452 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on IVC Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.