Rockingstone Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Rockingstone Advisors’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 Q3	$457K	Hold	597	–	–	0.18%	85
2026 Q2	$447K	Buy	597 +40	+7%	+$29.1K	0.18%	90
2026 Q1	$364K	Hold	557	–	–	0.17%	91
2025 Q4	$382K	Buy	+557	New	+$378K	0.17%	91
2023 Q4	–	Sell	-761	Closed	-$327K	–	115
2023 Q3	$327K	Hold	761	–	–	0.18%	98
2023 Q2	$339K	Hold	761	–	–	0.19%	92
2023 Q1	$313K	Buy	+761	New	+$305K	0.19%	94

Other funds holding IVV

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Rockingstone Advisors's IVV Position: Q3 2026 in Review

Rockingstone Advisors held its iShares Core S&P 500 ETF (IVV) position steady in Q3 2026 at 597 shares worth $457K. The position accounts for 0.18% of the portfolio, ranked #85.

Rockingstone Advisors first reported a position in IVV in Q1 2023 and has held it in 7 quarters since. 3,326 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Rockingstone Advisors held 597 shares of iShares Core S&P 500 ETF worth $457K as of Q3 2026.
Rockingstone Advisors left its iShares Core S&P 500 ETF share count unchanged in Q3 2026.
iShares Core S&P 500 ETF made up 0.18% of Rockingstone Advisors's portfolio in Q3 2026, its #85 holding.
Rockingstone Advisors first reported a position in iShares Core S&P 500 ETF in Q1 2023 and has held it in 7 quarters since.
3,326 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Rockingstone Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.