Rosenblum Silverman Sutton’s iShares Core S&P 500 ETF IVV Stock Holding History

Rosenblum Silverman Sutton’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 Q1	$330K	Hold	505	–	–	0.09%	70
2025 Q4	$346K	Sell	505 -10	-2%	-$6.79K	0.08%	71
2025 Q3	$345K	Hold	515	–	–	0.08%	67
2025 Q2	$320K	Sell	515 -65	-11%	-$37.3K	0.08%	68
2025 Q1	$326K	Hold	580	–	–	0.09%	67
2024 Q4	$341K	Sell	580 -18	-3%	-$10.7K	0.09%	68
2024 Q3	$345K	Hold	598	–	–	0.09%	68
2024 Q2	$327K	Hold	598	–	–	0.09%	67
2024 Q1	$314K	Hold	598	–	–	0.09%	66
2023 Q4	$286K	Hold	598	–	–	0.09%	64
2023 Q3	$257K	Hold	598	–	–	0.09%	67
2023 Q2	$267K	Hold	598	–	–	0.09%	65
2023 Q1	$246K	Hold	598	–	–	0.09%	58
2022 Q4	$230K	Hold	598	–	–	0.08%	63
2022 Q3	$214K	Sell	598 -17	-3%	-$6.79K	0.08%	73
2022 Q2	$233K	Hold	615	–	–	0.08%	73
2022 Q1	$279K	Hold	615	–	–	0.07%	66
2021 Q4	$293K	Hold	615	–	–	0.07%	66
2021 Q3	$265K	Hold	615	–	–	0.06%	66
2021 Q2	$264K	Hold	615	–	–	0.06%	66
2021 Q1	$245K	Sell	615 -63	-9%	-$24.4K	0.06%	65
2020 Q4	$255K	Hold	678	–	–	0.07%	63
2020 Q3	$228K	Buy	+678	New	+$226K	0.06%	63
2020 Q2	–	Sell	-809	Closed	-$209K	–	67
2020 Q1	$209K	Buy	+809	New	+$248K	0.08%	68

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Rosenblum Silverman Sutton's IVV Position: Q1 2026 in Review

Rosenblum Silverman Sutton held its iShares Core S&P 500 ETF (IVV) position steady in Q1 2026 at 505 shares worth $330K. The position accounts for 0.09% of the portfolio, ranked #70.

Rosenblum Silverman Sutton first reported a position in IVV in Q1 2020 and has held it in 24 quarters since. The position peaked at $346K in Q4 2025. 3,975 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Rosenblum Silverman Sutton held 505 shares of iShares Core S&P 500 ETF worth $330K as of Q1 2026.
Rosenblum Silverman Sutton left its iShares Core S&P 500 ETF share count unchanged in Q1 2026.
iShares Core S&P 500 ETF made up 0.09% of Rosenblum Silverman Sutton's portfolio in Q1 2026, its #70 holding.
Rosenblum Silverman Sutton first reported a position in iShares Core S&P 500 ETF in Q1 2020 and has held it in 24 quarters since.
Rosenblum Silverman Sutton's iShares Core S&P 500 ETF position peaked at $346K in Q4 2025.
3,975 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Rosenblum Silverman Sutton's 13F filing for Q1 2026, filed 13 May 2026.