Roth Financial Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

Roth Financial Partners’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	$76.8M	Buy	102,531 +4,887	+5%	+$3.56M	22.83%	1
2026 Q1	$63.8M	Buy	97,644 +3,860	+4%	+$2.64M	21.78%	2
2025 Q4	$64.2M	Sell	93,784 -251	-0.3%	-$170K	21.19%	2
2025 Q3	$62.9M	Buy	94,035 +1,121	+1%	+$722K	21.21%	2
2025 Q2	$57.7M	Sell	92,914 -1,036	-1%	-$595K	20.8%	2
2025 Q1	$52.8M	Buy	93,950 +2,489	+3%	+$1.47M	20.85%	2
2024 Q4	$53.8M	Buy	91,461 +3,968	+5%	+$2.35M	21.43%	1
2024 Q3	$50.5M	Buy	87,493 +1,586	+2%	+$882K	20.15%	2
2024 Q2	$47M	Sell	85,907 -4,299	-5%	-$2.26M	20.28%	2
2024 Q1	$47.4M	Buy	90,206 +11,565	+15%	+$5.79M	21%	1
2023 Q4	$37.6M	Buy	78,641 +2,414	+3%	+$1.08M	19.23%	2
2023 Q3	$32.7M	Buy	76,227 +497	+0.7%	+$222K	20.48%	2
2023 Q2	$33.8M	Buy	75,730 +2,109	+3%	+$889K	21.17%	1
2023 Q1	$30.3M	Buy	73,621 +2,781	+4%	+$1.11M	20.15%	2
2022 Q4	$27.2M	Buy	70,840 +1,689	+2%	+$652K	19.67%	2
2022 Q3	$24.8M	Buy	69,151 +3,674	+6%	+$1.47M	19.89%	1
2022 Q2	$24.8M	Buy	65,477 +2,330	+4%	+$958K	19.82%	1
2022 Q1	$28.6M	Buy	63,147 +246	+0.4%	+$110K	20.68%	1
2021 Q4	$30M	Sell	62,901 -743	-1%	-$342K	21.36%	1
2021 Q3	$27.4M	Sell	63,644 -2,403	-4%	-$1.06M	21.28%	1
2021 Q2	$28.4M	Sell	66,047 -1,262	-2%	-$529K	21.88%	1
2021 Q1	$26.8M	Buy	67,309 +13,881	+26%	+$5.37M	22.15%	1
2020 Q4	$20.1M	Buy	+53,428	New	+$19M	19.87%	2

Other funds holding IVV

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 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

Roth Financial Partners's IVV Position: Q2 2026 in Review

Roth Financial Partners increased its iShares Core S&P 500 ETF (IVV) stake by 5% in Q2 2026, buying an estimated $3.56M and bringing the position to 102,531 shares worth $76.8M. The position accounts for 22.83% of the portfolio, ranked #1.

Roth Financial Partners first reported a position in IVV in Q4 2020 and has held it in 23 quarters since. 2,557 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Roth Financial Partners held 102,531 shares of iShares Core S&P 500 ETF worth $76.8M as of Q2 2026.
Roth Financial Partners bought 4,887 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $3.56M.
iShares Core S&P 500 ETF made up 22.83% of Roth Financial Partners's portfolio in Q2 2026, its #1 holding.
Roth Financial Partners first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 23 quarters since.
2,557 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Roth Financial Partners's 13F filing for Q2 2026, filed 14 Jul 2026.