Rochester Wealth Strategies’s iShares Core S&P 500 ETF IVV Stock Holding History

Rochester Wealth Strategies’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	$341K	Hold	455	–	–	0.19%	23
2026 Q1	$298K	Hold	455	–	–	0.18%	22
2025 Q4	$312K	Hold	455	–	–	0.2%	24
2025 Q3	$305K	Buy	455 +1	+0.2%	+$644	0.2%	21
2025 Q2	$282K	Buy	454 +1	+0.2%	+$574	0.2%	20
2025 Q1	$254K	Buy	+453	New	+$268K	0.2%	20

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

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

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

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

PEGL

P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Rochester Wealth Strategies's IVV Position: Q2 2026 in Review

Rochester Wealth Strategies held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 455 shares worth $341K. The position accounts for 0.19% of the portfolio, ranked #23.

Rochester Wealth Strategies first reported a position in IVV in Q1 2025 and has held it in 6 quarters since. 1,360 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Rochester Wealth Strategies held 455 shares of iShares Core S&P 500 ETF worth $341K as of Q2 2026.
Rochester Wealth Strategies left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up 0.19% of Rochester Wealth Strategies's portfolio in Q2 2026, its #23 holding.
Rochester Wealth Strategies first reported a position in iShares Core S&P 500 ETF in Q1 2025 and has held it in 6 quarters since.
1,360 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Rochester Wealth Strategies's 13F filing for Q2 2026, filed 22 Jul 2026.