D.B. Root & Company’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 | $815K | Sell |
1,088
-17
| -2% | -$12.4K | 0.17% | 86 |
|
|
2026
Q1 | $722K | Sell |
1,105
-89
| -7% | -$60.8K | 0.17% | 85 |
|
|
2025
Q4 | $818K | Buy |
1,194
+78
| +7% | +$53K | 0.2% | 75 |
|
|
2025
Q3 | $747K | Buy |
1,116
+33
| +3% | +$21.3K | 0.19% | 79 |
|
|
2025
Q2 | $673K | Sell |
1,083
-114
| -10% | -$65.5K | 0.2% | 84 |
|
|
2025
Q1 | $673K | Buy |
1,197
+29
| +2% | +$17.1K | 0.22% | 83 |
|
|
2024
Q4 | $688K | Sell |
1,168
-55
| -4% | -$32.6K | 0.22% | 83 |
|
|
2024
Q3 | $706K | Buy |
1,223
+659
| +117% | +$366K | 0.23% | 79 |
|
|
2024
Q2 | $309K | Hold |
564
| – | – | 0.11% | 154 |
|
|
2024
Q1 | $297K | Buy |
564
+80
| +17% | +$40K | 0.1% | 151 |
|
|
2023
Q4 | $231K | Sell |
484
-3
| -0.6% | -$1.34K | 0.08% | 156 |
|
|
2023
Q3 | $209K | Buy |
487
+7
| +1% | +$3.13K | 0.08% | 161 |
|
|
2023
Q2 | $214K | Sell |
480
-11
| -2% | -$4.64K | 0.08% | 165 |
|
|
2023
Q1 | $202K | Buy |
+491
| New | +$197K | 0.08% | 162 |
|
|
2022
Q2 | – | Sell |
-485
| Closed | -$220K | – | 176 |
|
|
2022
Q1 | $220K | Sell |
485
-85
| -15% | -$38K | 0.08% | 174 |
|
|
2021
Q4 | $271K | Sell |
570
-36
| -6% | -$16.6K | 0.1% | 168 |
|
|
2021
Q3 | $261K | Sell |
606
-115
| -16% | -$51K | 0.1% | 171 |
|
|
2021
Q2 | $310K | Sell |
721
-2
| -0.3% | -$838 | 0.12% | 178 |
|
|
2021
Q1 | $287K | Hold |
723
| – | – | 0.11% | 178 |
|
|
2020
Q4 | $271K | Sell |
723
-1,101
| -60% | -$392K | 0.11% | 178 |
|
|
2020
Q3 | $613K | Sell |
1,824
-98
| -5% | -$32.6K | 0.25% | 108 |
|
|
2020
Q2 | $595K | Sell |
1,922
-16
| -0.8% | -$4.7K | 0.26% | 105 |
|
|
2020
Q1 | $500K | Sell |
1,938
-264
| -12% | -$80.9K | 0.25% | 103 |
|
|
2019
Q4 | $712K | Sell |
2,202
-133
| -6% | -$41.2K | 0.31% | 92 |
|
|
2019
Q3 | $697K | Sell |
2,335
-272
| -10% | -$80.8K | 0.32% | 96 |
|
|
2019
Q2 | $768K | Sell |
2,607
-1,551
| -37% | -$449K | 0.34% | 84 |
|
|
2019
Q1 | $1.18M | Sell |
4,158
-1,659
| -29% | -$454K | 0.51% | 50 |
|
|
2018
Q4 | $1.46M | Buy |
5,817
+686
| +13% | +$186K | 0.73% | 30 |
|
|
2018
Q3 | $1.5M | Sell |
5,131
-290
| -5% | -$83.2K | 0.66% | 32 |
|
|
2018
Q2 | $1.48M | Sell |
5,421
-126
| -2% | -$34.3K | 0.7% | 29 |
|
|
2018
Q1 | $1.47M | Buy |
5,547
+1,001
| +22% | +$275K | 0.78% | 29 |
|
|
2017
Q4 | $1.22M | Buy |
+4,546
| New | +$1.19M | 1.05% | 24 |
|
Other funds holding IVV
CM
D.B. Root & Company's IVV Position: Q2 2026 in Review
D.B. Root & Company reduced its iShares Core S&P 500 ETF (IVV) stake by 1.5% in Q2 2026, selling an estimated $12.4K and leaving 1,088 shares worth $815K. The position accounts for 0.17% of the portfolio, ranked #86.
D.B. Root & Company first reported a position in IVV in Q4 2017 and has held it in 32 quarters since. The position peaked at $1.5M in Q3 2018. 4,085 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- D.B. Root & Company held 1,088 shares of iShares Core S&P 500 ETF worth $815K as of Q2 2026.
- D.B. Root & Company sold 17 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $12.4K.
- iShares Core S&P 500 ETF made up 0.17% of D.B. Root & Company's portfolio in Q2 2026, its #86 holding.
- D.B. Root & Company first reported a position in iShares Core S&P 500 ETF in Q4 2017 and has held it in 32 quarters since.
- D.B. Root & Company's iShares Core S&P 500 ETF position peaked at $1.5M in Q3 2018.
- 4,085 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on D.B. Root & Company's 13F filing for Q2 2026, filed 13 Aug 2026.