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Romano Brothers & Co’s iShares Core S&P 500 ETF IVV Stock Holding History

Romano Brothers & Co’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 		$4.45M Sell
5,937
-297
-5% -$216K 0.45% 70
2026
Q1 		$4.07M Sell
6,234
-30
-0.5% -$20.5K 0.46% 70
2025
Q4 		$4.29M Buy
6,264
+32
+0.5% +$21.7K 0.49% 60
2025
Q3 		$4.17M Sell
6,232
-493
-7% -$318K 0.48% 63
2025
Q2 		$4.18M Buy
6,725
+39
+0.6% +$22.4K 0.52% 54
2025
Q1 		$3.76M Sell
6,686
-87
-1% -$51.4K 0.49% 65
2024
Q4 		$3.99M Buy
6,773
+192
+3% +$114K 0.5% 59
2024
Q3 		$3.8M Buy
6,581
+216
+3% +$120K 0.47% 61
2024
Q2 		$3.48M Sell
6,365
-9
-0.1% -$4.73K 0.48% 60
2024
Q1 		$3.35M Buy
6,374
+495
+8% +$248K 0.46% 67
2023
Q4 		$2.81M Sell
5,879
-704
-11% -$315K 0.42% 79
2023
Q3 		$2.83M Sell
6,583
-445
-6% -$199K 0.44% 73
2023
Q2 		$3.13M Buy
7,028
+10
+0.1% +$4.21K 0.47% 70
2023
Q1 		$2.88M Sell
7,018
-169
-2% -$67.8K 0.45% 75
2022
Q4 		$2.76M Buy
7,187
+599
+9% +$231K 0.42% 77
2022
Q3 		$2.36M Buy
+6,588
New +$2.63M 0.38% 81

Other funds holding IVV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
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

Romano Brothers & Co's IVV Position: Q2 2026 in Review

Romano Brothers & Co reduced its iShares Core S&P 500 ETF (IVV) stake by 4.8% in Q2 2026, selling an estimated $216K and leaving 5,937 shares worth $4.45M. The position accounts for 0.45% of the portfolio, ranked #70.

Romano Brothers & Co first reported a position in IVV in Q3 2022 and has held it in 16 quarters since. 2,269 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Romano Brothers & Co held 5,937 shares of iShares Core S&P 500 ETF worth $4.45M as of Q2 2026.
  • Romano Brothers & Co sold 297 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $216K.
  • iShares Core S&P 500 ETF made up 0.45% of Romano Brothers & Co's portfolio in Q2 2026, its #70 holding.
  • Romano Brothers & Co first reported a position in iShares Core S&P 500 ETF in Q3 2022 and has held it in 16 quarters since.
  • 2,269 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Romano Brothers & Co's 13F filing for Q2 2026, filed 22 Jul 2026.