Rothschild Capital Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

Rothschild Capital 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 Q1	$498K	Buy	762 +151	+25%	+$103K	0.12%	76
2025 Q4	$418K	Sell	611 -343	-36%	-$233K	0.1%	54
2025 Q3	$639K	Sell	954 -32	-3%	-$20.6K	0.15%	44
2025 Q2	$612K	Buy	986 +40	+4%	+$23K	0.16%	38
2025 Q1	$532K	Buy	946 +198	+26%	+$117K	0.14%	42
2024 Q4	$440K	Sell	748 -15	-2%	-$8.88K	0.11%	54
2024 Q3	$440K	Buy	763 +2	+0.3%	+$1.11K	0.12%	38
2024 Q2	$416K	Buy	761 +332	+77%	+$175K	0.12%	37
2024 Q1	$226K	Buy	+429	New	+$215K	0.07%	43

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

Rothschild Capital Partners's IVV Position: Q1 2026 in Review

Rothschild Capital Partners increased its iShares Core S&P 500 ETF (IVV) stake by 25% in Q1 2026, buying an estimated $103K and bringing the position to 762 shares worth $498K. The position accounts for 0.12% of the portfolio, ranked #76.

Rothschild Capital Partners first reported a position in IVV in Q1 2024 and has held it in 9 quarters since. The position peaked at $639K in Q3 2025. 3,975 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Rothschild Capital Partners held 762 shares of iShares Core S&P 500 ETF worth $498K as of Q1 2026.
Rothschild Capital Partners bought 151 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $103K.
iShares Core S&P 500 ETF made up 0.12% of Rothschild Capital Partners's portfolio in Q1 2026, its #76 holding.
Rothschild Capital Partners first reported a position in iShares Core S&P 500 ETF in Q1 2024 and has held it in 9 quarters since.
Rothschild Capital Partners's iShares Core S&P 500 ETF position peaked at $639K in Q3 2025.
3,975 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Rothschild Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.