North Berkeley Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
North Berkeley Wealth Management's IVV Position: Q2 2026 in Review
North Berkeley Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 56% in Q2 2026, buying an estimated $4.9M and bringing the position to 18,801 shares worth $14.1M. The position accounts for 5.69% of the portfolio, ranked #5.
North Berkeley Wealth Management first reported a position in IVV in Q4 2024 and has held it in 7 quarters since. 4,085 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- North Berkeley Wealth Management held 18,801 shares of iShares Core S&P 500 ETF worth $14.1M as of Q2 2026.
- North Berkeley Wealth Management bought 6,730 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $4.9M.
- iShares Core S&P 500 ETF made up 5.69% of North Berkeley Wealth Management's portfolio in Q2 2026, its #5 holding.
- North Berkeley Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
- 4,085 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on North Berkeley Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.