Rothwell Investment Advisors, LLC’s iShares Core S&P 500 ETF IVV Stock Holding History

Rothwell Investment Advisors, LLC’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 Q3	$7.75K	Buy	+10	New	+$7.63K	﹤0.01%	819

Other funds holding IVV

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Rothwell Investment Advisors, LLC's IVV Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in iShares Core S&P 500 ETF (IVV) in Q3 2026: 10 shares worth $7.75K. The stake represents ﹤0.01% of the portfolio and ranks #819 among its holdings.

2,735 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Rothwell Investment Advisors, LLC held 10 shares of iShares Core S&P 500 ETF worth $7.75K as of Q3 2026.
iShares Core S&P 500 ETF was a new Rothwell Investment Advisors, LLC position in Q3 2026.
iShares Core S&P 500 ETF made up ﹤0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #819 holding.
2,735 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.