Cobblestone Asset Management’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
AG
Cobblestone Asset Management's IVV Position: Q2 2026 in Review
Cobblestone Asset Management increased its iShares Core S&P 500 ETF (IVV) stake by 54% in Q2 2026, buying an estimated $11.3M and bringing the position to 43,966 shares worth $32.9M. The position accounts for 13.73% of the portfolio, ranked #2.
Cobblestone Asset Management first reported a position in IVV in Q3 2023 and has held it in 12 quarters since. The position peaked at $40.7M in Q4 2023. 2,407 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Cobblestone Asset Management held 43,966 shares of iShares Core S&P 500 ETF worth $32.9M as of Q2 2026.
- Cobblestone Asset Management bought 15,488 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $11.3M.
- iShares Core S&P 500 ETF made up 13.73% of Cobblestone Asset Management's portfolio in Q2 2026, its #2 holding.
- Cobblestone Asset Management first reported a position in iShares Core S&P 500 ETF in Q3 2023 and has held it in 12 quarters since.
- Cobblestone Asset Management's iShares Core S&P 500 ETF position peaked at $40.7M in Q4 2023.
- 2,407 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Cobblestone Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.