Ring Mountain Capital’s iShares Core S&P 500 ETF IVV Stock Holding History

Ring Mountain Capital’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	$618K	Sell	807 -4	-0.5%	-$3.05K	0.25%	53
2026 Q2	$607K	Sell	811 -40	-5%	-$29.1K	0.25%	54
2026 Q1	$556K	Sell	851 -25	-3%	-$17.1K	0.3%	50
2025 Q4	$608K	Buy	876 +399	+84%	+$271K	0.31%	48
2025 Q3	$319K	Hold	477	–	–	0.18%	76
2025 Q2	$301K	Sell	477 -30	-6%	-$17.2K	0.18%	78
2025 Q1	$285K	Hold	507	–	–	0.21%	74
2024 Q4	$298K	Buy	+507	New	+$300K	0.2%	72

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

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

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Ring Mountain Capital's IVV Position: Q3 2026 in Review

Ring Mountain Capital reduced its iShares Core S&P 500 ETF (IVV) stake by 0.49% in Q3 2026, selling an estimated $3.05K and leaving 807 shares worth $618K. The position accounts for 0.25% of the portfolio, ranked #53.

Ring Mountain Capital first reported a position in IVV in Q4 2024 and has held it in 8 quarters since. 2,735 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Ring Mountain Capital held 807 shares of iShares Core S&P 500 ETF worth $618K as of Q3 2026.
Ring Mountain Capital sold 4 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $3.05K.
iShares Core S&P 500 ETF made up 0.25% of Ring Mountain Capital's portfolio in Q3 2026, its #53 holding.
Ring Mountain Capital first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 8 quarters since.
2,735 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Ring Mountain Capital's 13F filing for Q3 2026, filed 13 Oct 2026.