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Rockwood Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Rockwood Wealth Management’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 		$6.2M Buy
8,273
+375
+5% +$273K 0.39% 16
2026
Q1 		$5.16M Buy
7,898
+75
+1% +$51.2K 0.37% 17
2025
Q4 		$5.36M Buy
7,823
+195
+3% +$132K 0.4% 16
2025
Q3 		$5.11M Sell
7,628
-930
-11% -$599K 0.41% 17
2025
Q2 		$5.31M Sell
8,558
-178
-2% -$102K 0.47% 15
2025
Q1 		$4.91M Buy
8,736
+54
+0.6% +$31.9K 0.5% 14
2024
Q4 		$5.13M Buy
8,682
+1,320
+18% +$781K 0.55% 16
2024
Q3 		$4.25M Sell
7,362
-765
-9% -$425K 0.47% 18
2024
Q2 		$4.45M Buy
8,127
+1,522
+23% +$800K 0.54% 18
2024
Q1 		$3.47M Buy
6,605
+2,254
+52% +$1.13M 0.45% 18
2023
Q4 		$2.08M Buy
4,351
+3,312
+319% +$1.48M 0.3% 19
2023
Q3 		$446K Sell
1,039
-71
-6% -$31.8K 0.07% 44
2023
Q2 		$495K Buy
1,110
+96
+9% +$40.5K 0.08% 47
2023
Q1 		$417K Buy
1,014
+22
+2% +$8.82K 0.08% 47
2022
Q4 		$381K Buy
992
+110
+12% +$42.5K 0.09% 47
2022
Q3 		$316K Hold
882
– – 0.1% 50
2022
Q2 		$334K Sell
882
-1,050
-54% -$432K 0.16% 51
2022
Q1 		$877K Buy
1,932
+1,090
+129% +$487K 0.42% 21
2021
Q4 		$402K Buy
+842
New +$388K 0.18% 66

Other funds holding IVV

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
Envestnet Portfolio Solutions
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

Rockwood Wealth Management's IVV Position: Q2 2026 in Review

Rockwood Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 4.7% in Q2 2026, buying an estimated $273K and bringing the position to 8,273 shares worth $6.2M. The position accounts for 0.39% of the portfolio, ranked #16.

Rockwood Wealth Management first reported a position in IVV in Q4 2021 and has held it in 19 quarters since. 2,171 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Rockwood Wealth Management held 8,273 shares of iShares Core S&P 500 ETF worth $6.2M as of Q2 2026.
  • Rockwood Wealth Management bought 375 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $273K.
  • iShares Core S&P 500 ETF made up 0.39% of Rockwood Wealth Management's portfolio in Q2 2026, its #16 holding.
  • Rockwood Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,171 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Rockwood Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.