Ransom Advisory’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
2025
Q4
$143K Buy
+209
New +$142K 0.06% 144
2025
Q1
Sell
-160
Closed -$94.2K 368
2024
Q4
$94.2K Hold
160
0.04% 159
2024
Q3
$92.3K Hold
160
0.04% 170
2024
Q2
$87.6K Hold
160
0.04% 163
2024
Q1
$84.1K Buy
+160
New +$80.1K 0.04% 160

Other funds holding IVV

Ransom Advisory's IVV Position: Q4 2025 in Review

Ransom Advisory opened a new position in iShares Core S&P 500 ETF (IVV) in Q4 2025: 209 shares worth $143K. The stake represents 0.06% of the portfolio and ranks #144 among its holdings. This is a return to the name: Ransom Advisory previously reported a position in IVV as recently as Q4 2024.

Ransom Advisory first reported a position in IVV in Q1 2024 and has held it in 5 quarters since. 4,001 funds tracked by Wall St. Rank hold IVV as of Q4 2025.

  • Ransom Advisory held 209 shares of iShares Core S&P 500 ETF worth $143K as of Q4 2025.
  • iShares Core S&P 500 ETF was a new Ransom Advisory position in Q4 2025.
  • iShares Core S&P 500 ETF made up 0.06% of Ransom Advisory's portfolio in Q4 2025, its #144 holding.
  • Ransom Advisory first reported a position in iShares Core S&P 500 ETF in Q1 2024 and has held it in 5 quarters since.
  • 4,001 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2025.

Based on Ransom Advisory's 13F filing for Q4 2025, filed 6 Jan 2026.