Robertson Stephens Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Robertson Stephens Wealth Management’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 Q2	$122M	Sell	162,845 -14,659	-8%	-$10.7M	3%	7
2026 Q1	$116M	Sell	177,504 -3,273	-2%	-$2.23M	3.25%	6
2025 Q4	$124M	Sell	180,777 -2,430	-1%	-$1.65M	3.23%	7
2025 Q3	$123M	Sell	183,207 -18,748	-9%	-$12.1M	3.7%	6
2025 Q2	$125M	Sell	201,955 -15,461	-7%	-$8.88M	3.99%	6
2025 Q1	$122M	Sell	217,416 -4,661	-2%	-$2.75M	4.2%	3
2024 Q4	$131M	Buy	222,077 +1,550	+0.7%	+$917K	4.63%	3
2024 Q3	$127M	Sell	220,527 -68,366	-24%	-$38M	4.61%	2
2024 Q2	$158M	Buy	288,893 +53,087	+23%	+$27.9M	7.96%	1
2024 Q1	$124M	Buy	235,806 +8,113	+4%	+$4.06M	6.57%	2
2023 Q4	$109M	Sell	227,693 -12,490	-5%	-$5.59M	6.61%	2
2023 Q3	$104M	Buy	240,183 +63,552	+36%	+$28.4M	6.99%	1
2023 Q2	$78.7M	Buy	176,631 +29,094	+20%	+$12.3M	5.57%	3
2023 Q1	$60.6M	Sell	147,537 -1,578	-1%	-$633K	4.67%	3
2022 Q4	$57.3M	Buy	149,115 +15,756	+12%	+$6.08M	5.58%	2
2022 Q3	$47.8M	Sell	133,359 -25,173	-16%	-$10.1M	4.99%	3
2022 Q2	$60.1M	Buy	158,532 +39,959	+34%	+$16.4M	5.67%	1
2022 Q1	$53.8M	Buy	118,573 +30,521	+35%	+$13.7M	4.52%	3
2021 Q4	$42M	Buy	88,052 +17,645	+25%	+$8.13M	3.53%	4
2021 Q3	$30.3M	Buy	70,407 +558	+0.8%	+$247K	3.43%	6
2021 Q2	$30M	Buy	69,849 +4,835	+7%	+$2.03M	3.61%	7
2021 Q1	$25.9M	Buy	65,014 +450	+0.7%	+$174K	4.14%	4
2020 Q4	$24.2M	Buy	64,564 +4,261	+7%	+$1.52M	5.07%	2
2020 Q3	$20.3M	Buy	60,303 +8,718	+17%	+$2.9M	4.98%	2
2020 Q2	$16M	Buy	51,585 +10,199	+25%	+$2.99M	4.61%	3
2020 Q1	$10.7M	Buy	41,386 +13,441	+48%	+$4.12M	3.65%	4
2019 Q4	$9.03M	Sell	27,945 -326	-1%	-$101K	4.56%	5
2019 Q3	$8.44M	Buy	28,271 +2,252	+9%	+$669K	4.27%	4
2019 Q2	$7.67M	Buy	26,019 +4,510	+21%	+$1.31M	7.46%	2
2019 Q1	$6.12M	Buy	21,509 +2,648	+14%	+$724K	5.23%	5
2018 Q4	$4.75M	Buy	+18,861	New	+$5.12M	4.75%	5

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Robertson Stephens Wealth Management's IVV Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 8.3% in Q2 2026, selling an estimated $10.7M and leaving 162,845 shares worth $122M. The position accounts for 3% of the portfolio, ranked #7.

Robertson Stephens Wealth Management first reported a position in IVV in Q4 2018 and has held it in 31 quarters since. The position peaked at $158M in Q2 2024. 4,094 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Robertson Stephens Wealth Management held 162,845 shares of iShares Core S&P 500 ETF worth $122M as of Q2 2026.
Robertson Stephens Wealth Management sold 14,659 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $10.7M.
iShares Core S&P 500 ETF made up 3% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #7 holding.
Robertson Stephens Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2018 and has held it in 31 quarters since.
Robertson Stephens Wealth Management's iShares Core S&P 500 ETF position peaked at $158M in Q2 2024.
4,094 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.