Matthew Hamilton Rosenberg’s iShares Core S&P 500 ETF IVV Stock Holding History

Matthew Hamilton Rosenberg’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	$331K	Hold	442	–	–	0.06%	152
2026 Q1	$289K	Hold	442	–	–	0.06%	153
2025 Q4	$303K	Hold	442	–	–	0.06%	149
2025 Q3	$296K	Hold	442	–	–	0.06%	148
2025 Q2	$274K	Sell	442 -3	-0.7%	-$1.72K	0.06%	157
2025 Q1	$250K	Buy	445 +3	+0.7%	+$1.77K	0.06%	152
2024 Q4	$260K	Hold	442	–	–	0.07%	142
2024 Q3	$255K	Sell	442 -72	-14%	-$40K	0.07%	156
2024 Q2	$282K	Buy	514 +100	+24%	+$52.6K	0.08%	131
2024 Q1	$217K	Sell	414 -49	-11%	-$24.5K	0.06%	170
2023 Q4	$221K	Hold	463	–	–	0.07%	162
2023 Q3	$199K	Buy	463 +1	+0.2%	+$447	0.07%	157
2023 Q2	$206K	Sell	462 -848	-65%	-$357K	0.07%	164
2023 Q1	$539K	Hold	1,310	–	–	0.17%	68
2022 Q4	$503K	Sell	1,310 -236	-15%	-$91.1K	0.17%	69
2022 Q3	$554K	Sell	1,546 -246	-14%	-$98.2K	0.21%	57
2022 Q2	$686K	Sell	1,792 -71	-4%	-$29.2K	0.26%	49
2022 Q1	$845K	Buy	1,863 +703	+61%	+$314K	0.3%	47
2021 Q4	$553K	Buy	1,160 +32	+3%	+$14.7K	0.2%	62
2021 Q3	$486K	Buy	1,128 +787	+231%	+$349K	0.19%	62
2021 Q2	$147K	Hold	341	–	–	0.08%	194
2021 Q1	$136K	Hold	341	–	–	0.08%	190
2020 Q4	$128K	Hold	341	–	–	0.08%	182
2020 Q3	$115K	Hold	341	–	–	0.08%	176
2020 Q2	$106K	Sell	341 -1,500	-81%	-$440K	0.08%	175
2020 Q1	$476K	Buy	+1,841	New	+$564K	0.47%	29

Other funds holding IVV

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

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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Matthew Hamilton Rosenberg's IVV Position: Q2 2026 in Review

Matthew Hamilton Rosenberg held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 442 shares worth $331K. The position accounts for 0.06% of the portfolio, ranked #152.

Matthew Hamilton Rosenberg first reported a position in IVV in Q1 2020 and has held it in 26 quarters since. The position peaked at $845K in Q1 2022. 1,902 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Matthew Hamilton Rosenberg held 442 shares of iShares Core S&P 500 ETF worth $331K as of Q2 2026.
Matthew Hamilton Rosenberg left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up 0.06% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #152 holding.
Matthew Hamilton Rosenberg first reported a position in iShares Core S&P 500 ETF in Q1 2020 and has held it in 26 quarters since.
Matthew Hamilton Rosenberg's iShares Core S&P 500 ETF position peaked at $845K in Q1 2022.
1,902 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.