Commonwealth Retirement Investments’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$9.91M Buy
13,227
+916
+7% +$667K 2.69% 6
2026
Q1
$8.04M Buy
12,311
+3,189
+35% +$2.18M 2.49% 13
2025
Q4
$6.25M Buy
9,122
+551
+6% +$374K 2.01% 14
2025
Q3
$5.74M Buy
8,571
+56
+0.7% +$36.1K 1.95% 15
2025
Q2
$5.29M Sell
8,515
-5,718
-40% -$3.28M 2.01% 15
2025
Q1
$8M Sell
14,233
-286
-2% -$169K 3.25% 8
2024
Q4
$8.55M Sell
14,519
-1,408
-9% -$833K 3.52% 5
2024
Q3
$9.19M Buy
15,927
+174
+1% +$96.7K 3.85% 5
2024
Q2
$8.62M Sell
15,753
-1,179
-7% -$620K 3.95% 4
2024
Q1
$8.9M Sell
16,932
-2,058
-11% -$1.03M 4.25% 4
2023
Q4
$9.07M Buy
18,990
+835
+5% +$374K 4.81% 3
2023
Q3
$7.8M Buy
18,155
+2,103
+13% +$941K 4.5% 4
2023
Q2
$7.15M Sell
16,052
-82
-0.5% -$34.6K 3.99% 5
2023
Q1
$6.63M Buy
16,134
+369
+2% +$148K 3.93% 6
2022
Q4
$6.06M Buy
+15,765
New +$6.08M 3.67% 8

Other funds holding IVV

Commonwealth Retirement Investments's IVV Position: Q2 2026 in Review

Commonwealth Retirement Investments increased its iShares Core S&P 500 ETF (IVV) stake by 7.4% in Q2 2026, buying an estimated $667K and bringing the position to 13,227 shares worth $9.91M. The position accounts for 2.69% of the portfolio, ranked #6.

Commonwealth Retirement Investments first reported a position in IVV in Q4 2022 and has held it in 15 quarters since. 4,116 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Commonwealth Retirement Investments held 13,227 shares of iShares Core S&P 500 ETF worth $9.91M as of Q2 2026.
  • Commonwealth Retirement Investments bought 916 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $667K.
  • iShares Core S&P 500 ETF made up 2.69% of Commonwealth Retirement Investments's portfolio in Q2 2026, its #6 holding.
  • Commonwealth Retirement Investments first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
  • 4,116 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Commonwealth Retirement Investments's 13F filing for Q2 2026, filed 3 Aug 2026.