Position in BA
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$203,481
-$828 QoQ
Shares Held
940
-0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#2,247
of 2,609 holders
Holding Since
Dec 2020
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BA Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026IVC Wealth Advisors LLC holds $773,240 across 2 Aerospace & Defense names. BA ranks #2 (26.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
3,003 | $569,759 | |
| 2 | BA |
Boeing Co
This page
|
940 | $203,481 |
All Filings in BA
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $203,481 | 940 | Shares | Sole | 2026-07-14 | |
| 2025-12-31 | $204,309 | 941 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $254,247 | 1,178 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $243,054 | 1,160 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $220,521 | 1,293 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $226,914 | 1,282 | Shares | Sole | 2025-01-17 | |
| 2024-06-30 | $316,333 | 1,738 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $390,997 | 2,026 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $1,096,075 | 4,205 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $1,024,337 | 5,344 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $1,133,718 | 5,369 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $911,749 | 4,292 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $860,443 | 4,517 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $565,685 | 4,672 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $632,193 | 4,624 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $976,458 | 5,099 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $1,027,738 | 5,105 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $1,191,854 | 5,419 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $1,226,307 | 5,119 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $1,288,628 | 5,059 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $1,064,734 | 4,974 | Shares | Sole | 2021-02-01 | |
| No filing history on record for this holder in this stock. | ||||||