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 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

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

Rockingstone Advisors's IVV Position: Q2 2026 in Review

Rockingstone Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 7.2% in Q2 2026, buying an estimated $29.1K and bringing the position to 597 shares worth $447K. The position accounts for 0.18% of the portfolio, ranked #90.

Rockingstone Advisors first reported a position in IVV in Q1 2023 and has held it in 6 quarters since. 2,171 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Rockingstone Advisors held 597 shares of iShares Core S&P 500 ETF worth $447K as of Q2 2026.
Rockingstone Advisors bought 40 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $29.1K.
iShares Core S&P 500 ETF made up 0.18% of Rockingstone Advisors's portfolio in Q2 2026, its #90 holding.
Rockingstone Advisors first reported a position in iShares Core S&P 500 ETF in Q1 2023 and has held it in 6 quarters since.
2,171 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Rockingstone Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.