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

Ranch Capital Advisors’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 Q3	$432K	Buy	564 +132	+31%	+$101K	0.13%	115
2026 Q2	$324K	Buy	432 +1	+0.2%	+$728	0.1%	127
2026 Q1	$282K	Sell	431 -42	-9%	-$28.7K	0.1%	131
2025 Q4	$324K	Sell	473 -20	-4%	-$13.6K	0.12%	126
2025 Q3	$330K	Buy	493 +19	+4%	+$12.2K	0.13%	123
2025 Q2	$294K	Sell	474 -75	-14%	-$43.1K	0.13%	122
2025 Q1	$309K	Sell	549 -66	-11%	-$39K	0.15%	121
2024 Q4	$362K	Buy	615 +125	+26%	+$74K	0.17%	109
2024 Q3	$283K	Buy	490 +1	+0.2%	+$556	0.13%	125
2024 Q2	$268K	Buy	489 +1	+0.2%	+$526	0.14%	130
2024 Q1	$257K	Buy	488 +1	+0.2%	+$500	0.14%	131
2023 Q4	$233K	Buy	487 +3	+0.6%	+$1.34K	0.15%	131
2023 Q3	$208K	Sell	484 -2	-0.4%	-$895	0.15%	127
2023 Q2	$217K	Buy	+486	New	+$205K	0.15%	133
2022 Q2	–	Sell	-517	Closed	-$234K	–	151
2022 Q1	$234K	Sell	517 -44	-8%	-$19.7K	0.15%	142
2021 Q4	$268K	Buy	561 +1	+0.2%	+$461	0.17%	134
2021 Q3	$241K	Buy	560 +2	+0.4%	+$886	0.15%	141
2021 Q2	$239K	Buy	558 +1	+0.2%	+$419	0.14%	149
2021 Q1	$221K	Sell	557 -3	-0.5%	-$1.16K	0.15%	144
2020 Q4	$210K	Sell	560 -16	-3%	-$5.7K	0.15%	139
2020 Q3	$193K	Sell	576 -4	-0.7%	-$1.33K	0.16%	141
2020 Q2	$195K	Sell	580 -304	-34%	-$89.3K	0.15%	143
2020 Q1	$228K	Sell	884 -478	-35%	-$146K	0.23%	110
2019 Q4	$440K	Sell	1,362 -800	-37%	-$248K	0.36%	85
2019 Q3	$645K	Buy	+2,162	New	+$643K	0.69%	37

Other funds holding IVV

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Ranch Capital Advisors's IVV Position: Q3 2026 in Review

Ranch Capital Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 31% in Q3 2026, buying an estimated $101K and bringing the position to 564 shares worth $432K. The position accounts for 0.13% of the portfolio, ranked #115.

Ranch Capital Advisors first reported a position in IVV in Q3 2019 and has held it in 25 quarters since. The position peaked at $645K in Q3 2019. 2,979 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Ranch Capital Advisors held 564 shares of iShares Core S&P 500 ETF worth $432K as of Q3 2026.
Ranch Capital Advisors bought 132 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $101K.
iShares Core S&P 500 ETF made up 0.13% of Ranch Capital Advisors's portfolio in Q3 2026, its #115 holding.
Ranch Capital Advisors first reported a position in iShares Core S&P 500 ETF in Q3 2019 and has held it in 25 quarters since.
Ranch Capital Advisors's iShares Core S&P 500 ETF position peaked at $645K in Q3 2019.
2,979 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Ranch Capital Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.