Robinswood Financial’s iShares Core S&P 500 ETF IVV Stock Holding History

Robinswood Financial’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	$146K	Buy	195 +1	+0.5%	+$728	0.04%	89
2026 Q1	$127K	Buy	194 +34	+21%	+$23.2K	0.04%	94
2025 Q4	$110K	Sell	160 -7	-4%	-$4.75K	0.04%	98
2025 Q3	$112K	Sell	167 -17	-9%	-$10.9K	0.04%	98
2025 Q2	$115K	Buy	184 +15	+9%	+$8.61K	0.04%	96
2025 Q1	$95K	Buy	169 +3	+2%	+$1.77K	0.04%	97
2024 Q4	$98.1K	Hold	166	–	–	0.04%	94
2024 Q3	$95.8K	Buy	166 +12	+8%	+$6.67K	0.04%	98
2024 Q2	$84.3K	Buy	+154	New	+$81K	0.03%	103
2023 Q4	–	Sell	-2	Closed	-$858	–	257
2023 Q3	$858	Hold	2	–	–	﹤0.01%	226
2023 Q2	$891	Buy	+2	New	+$843	﹤0.01%	205

Other funds holding IVV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Robinswood Financial's IVV Position: Q2 2026 in Review

Robinswood Financial increased its iShares Core S&P 500 ETF (IVV) stake by 0.52% in Q2 2026, buying an estimated $728 and bringing the position to 195 shares worth $146K. The position accounts for 0.04% of the portfolio, ranked #89.

Robinswood Financial first reported a position in IVV in Q2 2023 and has held it in 11 quarters since. 1,652 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Robinswood Financial held 195 shares of iShares Core S&P 500 ETF worth $146K as of Q2 2026.
Robinswood Financial bought 1 iShares Core S&P 500 ETF share in Q2 2026, an estimated $728.
iShares Core S&P 500 ETF made up 0.04% of Robinswood Financial's portfolio in Q2 2026, its #89 holding.
Robinswood Financial first reported a position in iShares Core S&P 500 ETF in Q2 2023 and has held it in 11 quarters since.
1,652 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Robinswood Financial's 13F filing for Q2 2026, filed 15 Jul 2026.