Rose Capital Advisors LLC’s iShares Core S&P 500 ETF IVV Stock Holding History

Rose Capital 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 Q2	$24.3M	Buy	+32,464	New	+$23.6M	12.19%	1

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return

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

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

Rose Capital Advisors LLC's IVV Position: Q2 2026 in Review

Rose Capital Advisors LLC opened a new position in iShares Core S&P 500 ETF (IVV) in Q2 2026: 32,464 shares worth $24.3M. The stake represents 12.19% of the portfolio and ranks #1 among its holdings.

2,884 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Rose Capital Advisors LLC held 32,464 shares of iShares Core S&P 500 ETF worth $24.3M as of Q2 2026.
iShares Core S&P 500 ETF was a new Rose Capital Advisors LLC position in Q2 2026.
iShares Core S&P 500 ETF made up 12.19% of Rose Capital Advisors LLC's portfolio in Q2 2026, its #1 holding.
2,884 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Rose Capital Advisors LLC's 13F filing for Q2 2026, filed 7 Aug 2026.