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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Ranch Capital Advisors's IVV Position: Q1 2026 in Review

Ranch Capital Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 8.9% in Q1 2026, selling an estimated $28.7K and leaving 431 shares worth $282K. The position accounts for 0.1% of the portfolio, ranked #131.

Ranch Capital Advisors first reported a position in IVV in Q3 2019 and has held it in 23 quarters since. The position peaked at $645K in Q3 2019. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Ranch Capital Advisors held 431 shares of iShares Core S&P 500 ETF worth $282K as of Q1 2026.
Ranch Capital Advisors sold 42 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $28.7K.
iShares Core S&P 500 ETF made up 0.1% of Ranch Capital Advisors's portfolio in Q1 2026, its #131 holding.
Ranch Capital Advisors first reported a position in iShares Core S&P 500 ETF in Q3 2019 and has held it in 23 quarters since.
Ranch Capital Advisors's iShares Core S&P 500 ETF position peaked at $645K in Q3 2019.
3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Ranch Capital Advisors's 13F filing for Q1 2026, filed 6 May 2026.