Roble Belko & Company’s iShares Core S&P 500 ETF IVV Stock Holding History

Roble Belko & Company’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	$2.76M	Hold	3,682	–	–	0.3%	41
2026 Q1	$2.4M	Buy	3,682 +996	+37%	+$680K	0.31%	39
2025 Q4	$1.84M	Hold	2,686	–	–	0.24%	41
2025 Q3	$1.8M	Sell	2,686 -107	-4%	-$68.9K	0.24%	40
2025 Q2	$1.73M	Hold	2,793	–	–	0.25%	42
2025 Q1	$1.57M	Sell	2,793 -3	-0.1%	-$1.77K	0.25%	43
2024 Q4	$1.65M	Sell	2,796 -89	-3%	-$52.7K	0.26%	42
2024 Q3	$1.66M	Buy	2,885 +104	+4%	+$57.8K	0.26%	41
2024 Q2	$1.52M	Sell	2,781 -326	-10%	-$171K	0.25%	42
2024 Q1	$1.63M	Buy	3,107 +6	+0.2%	+$3K	0.28%	41
2023 Q4	$1.48M	Buy	3,101 +26	+0.8%	+$11.6K	0.28%	41
2023 Q3	$1.32M	Hold	3,075	–	–	0.27%	43
2023 Q2	$1.37M	Sell	3,075 -310	-9%	-$131K	0.27%	41
2023 Q1	$1.39M	Sell	3,385 -134	-4%	-$53.7K	0.28%	44
2022 Q4	$1.35M	Hold	3,519	–	–	0.29%	46
2022 Q3	$1.26M	Sell	3,519 -54	-2%	-$21.6K	0.31%	42
2022 Q2	$1.35M	Sell	3,573 -32	-0.9%	-$13.2K	0.31%	42
2022 Q1	$1.64M	Sell	3,605 -9	-0.2%	-$4.03K	0.31%	42
2021 Q4	$1.72M	Sell	3,614 -4	-0.1%	-$1.84K	0.32%	37
2021 Q3	$1.56M	Sell	3,618 -491	-12%	-$218K	0.32%	36
2021 Q2	$1.77M	Sell	4,109 -781	-16%	-$327K	0.4%	34
2021 Q1	$1.95M	Sell	4,890 -19	-0.4%	-$7.36K	0.47%	34
2020 Q4	$1.84M	Sell	4,909 -578	-11%	-$206K	0.48%	33
2020 Q3	$1.84M	Sell	5,487 -887	-14%	-$295K	0.54%	32
2020 Q2	$1.97M	Sell	6,374 -4,525	-42%	-$1.33M	0.59%	33
2020 Q1	$2.82M	Sell	10,899 -96	-0.9%	-$29.4K	0.91%	29
2019 Q4	$3.55M	Sell	10,995 -907	-8%	-$281K	0.98%	24
2019 Q3	$3.55M	Buy	11,902 +2,752	+30%	+$818K	1.04%	24
2019 Q2	$2.7M	Buy	9,150 +927	+11%	+$269K	0.83%	26
2019 Q1	$2.34M	Sell	8,223 -2,873	-26%	-$786K	0.8%	27
2018 Q4	$2.79M	Buy	11,096 +10,709	+2,767%	+$2.91M	1.07%	21
2018 Q3	$113K	Hold	387	–	–	0.04%	75
2018 Q2	$106K	Hold	387	–	–	0.04%	74
2018 Q1	$103K	Hold	387	–	–	0.04%	79
2017 Q4	$104K	Hold	387	–	–	0.04%	76
2017 Q3	$98K	Hold	387	–	–	0.04%	72
2017 Q2	$94K	Hold	387	–	–	0.05%	74
2017 Q1	$92K	Hold	387	–	–	0.05%	76
2016 Q4	$87K	Hold	387	–	–	0.05%	78
2016 Q3	$84K	Sell	387 -1,763	-82%	-$383K	0.04%	85
2016 Q2	$453K	Sell	2,150 -918	-30%	-$192K	0.25%	35
2016 Q1	$634K	Buy	3,068 +12	+0.4%	+$2.35K	0.36%	33
2015 Q4	$626K	Buy	3,056 +5	+0.2%	+$1.03K	0.38%	33
2015 Q3	$588K	Buy	3,051 +5	+0.2%	+$1.02K	0.36%	35
2015 Q2	$631K	Buy	3,046 +4	+0.1%	+$847	0.37%	36
2015 Q1	$632K	Buy	+3,042	New	+$632K	0.37%	36

Other funds holding IVV

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AIA Group Hong Kong $7.95B AUM 28.94% 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

Roble Belko & Company's IVV Position: Q2 2026 in Review

Roble Belko & Company held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 3,682 shares worth $2.76M. The position accounts for 0.3% of the portfolio, ranked #41.

Roble Belko & Company first reported a position in IVV in Q1 2015 and has held it in 46 quarters since. The position peaked at $3.55M in Q4 2019. 2,171 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Roble Belko & Company held 3,682 shares of iShares Core S&P 500 ETF worth $2.76M as of Q2 2026.
Roble Belko & Company left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up 0.3% of Roble Belko & Company's portfolio in Q2 2026, its #41 holding.
Roble Belko & Company first reported a position in iShares Core S&P 500 ETF in Q1 2015 and has held it in 46 quarters since.
Roble Belko & Company's iShares Core S&P 500 ETF position peaked at $3.55M in Q4 2019.
2,171 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Roble Belko & Company's 13F filing for Q2 2026, filed 24 Jul 2026.