Roan Capital Partners’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
Roan Capital Partners's IVV Position: Q2 2026 in Review
Roan Capital Partners reduced its iShares Core S&P 500 ETF (IVV) stake by 9.9% in Q2 2026, selling an estimated $246K and leaving 3,071 shares worth $2.3M. The position accounts for 1.91% of the portfolio, ranked #20.
Roan Capital Partners first reported a position in IVV in Q1 2026 and has held it in 2 quarters since. 4,076 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Roan Capital Partners held 3,071 shares of iShares Core S&P 500 ETF worth $2.3M as of Q2 2026.
- Roan Capital Partners sold 338 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $246K.
- iShares Core S&P 500 ETF made up 1.91% of Roan Capital Partners's portfolio in Q2 2026, its #20 holding.
- Roan Capital Partners first reported a position in iShares Core S&P 500 ETF in Q1 2026 and has held it in 2 quarters since.
- 4,076 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Roan Capital Partners's 13F filing for Q2 2026, filed 9 Jul 2026.