Rothschild & Co Wealth Management (UK)’s iShares Core S&P 500 ETF IVV Stock Holding History

Rothschild & Co Wealth Management (UK)’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	$3.69M	Hold	4,929	–	–	0.05%	23
2026 Q1	$3.22M	Hold	4,929	–	–	0.05%	24
2025 Q4	$3.38M	Hold	4,929	–	–	0.05%	24
2025 Q3	$3.3M	Hold	4,929	–	–	0.05%	22
2025 Q2	$3.06M	Buy	+4,929	New	+$2.83M	0.05%	22
2025 Q1	–	Sell	-4,929	Closed	-$2.9M	–	29
2024 Q4	$2.9M	Hold	4,929	–	–	0.05%	23
2024 Q3	$2.84M	Hold	4,929	–	–	0.05%	22
2024 Q2	$2.7M	Hold	4,929	–	–	0.05%	21
2024 Q1	$2.59M	Hold	4,929	–	–	0.04%	21
2023 Q4	$2.35M	Sell	4,929 -1,682	-25%	-$753K	0.04%	23
2023 Q3	$2.84M	Hold	6,611	–	–	0.05%	24
2023 Q2	$2.95M	Buy	6,611 +32	+0.5%	+$13.5K	0.05%	23
2023 Q1	$2.7M	Sell	6,579 -70	-1%	-$28.1K	0.05%	22
2022 Q4	$2.55M	Hold	6,649	–	–	0.06%	21
2022 Q3	$2.38M	Sell	6,649 -18	-0.3%	-$7.19K	0.06%	20
2022 Q2	$2.53M	Buy	6,667 +304	+5%	+$125K	0.06%	20
2022 Q1	$2.89M	Hold	6,363	–	–	0.05%	19
2021 Q4	$3.04M	Buy	6,363 +25	+0.4%	+$11.5K	0.05%	17
2021 Q3	$2.73M	Hold	6,338	–	–	0.05%	18
2021 Q2	$2.73M	Buy	6,338 +69	+1%	+$28.9K	0.05%	17
2021 Q1	$2.49M	Buy	6,269 +856	+16%	+$331K	0.04%	19
2020 Q4	$2.03M	Hold	5,413	–	–	0.04%	17
2020 Q3	$1.82M	Hold	5,413	–	–	0.04%	18
2020 Q2	$1.68M	Hold	5,413	–	–	0.04%	18
2020 Q1	$1.4M	Hold	5,413	–	–	0.04%	17
2019 Q4	$1.75M	Hold	5,413	–	–	0.04%	17
2019 Q3	$1.62M	Sell	5,413 -160	-3%	-$47.6K	0.04%	17
2019 Q2	$1.64M	Hold	5,573	–	–	0.03%	21
2019 Q1	$1.59M	Hold	5,573	–	–	0.04%	19
2018 Q4	$1.4M	Hold	5,573	–	–	0.05%	17
2018 Q3	$1.63M	Hold	5,573	–	–	0.05%	17
2018 Q2	$1.52M	Hold	5,573	–	–	0.05%	18
2018 Q1	$1.48M	Hold	5,573	–	–	0.05%	20
2017 Q4	$1.5M	Sell	5,573 -20	-0.4%	-$5.24K	0.05%	17
2017 Q3	$1.42M	Sell	5,593 -235	-4%	-$58.4K	0.05%	19
2017 Q2	$1.42M	Hold	5,828	–	–	0.06%	18
2017 Q1	$1.38M	Hold	5,828	–	–	0.06%	18
2016 Q4	$1.31M	Sell	5,828 -115	-2%	-$25.3K	0.07%	15
2016 Q3	$1.29M	Hold	5,943	–	–	0.09%	15
2016 Q2	$1.25M	Hold	5,943	–	–	0.09%	15
2016 Q1	$1.23M	Hold	5,943	–	–	0.08%	14
2015 Q4	$1.22M	Hold	5,943	–	–	0.08%	14
2015 Q3	$1.15M	Sell	5,943 -423	-7%	-$86.3K	0.09%	14
2015 Q2	$1.32M	Sell	6,366 -2,400	-27%	-$508K	0.13%	14
2015 Q1	$1.82M	Buy	8,766 +2,400	+38%	+$499K	0.19%	8
2014 Q4	$1.32M	Sell	6,366 -205	-3%	-$41.5K	0.14%	11
2014 Q3	$1.3M	Sell	6,571 -738	-10%	-$147K	0.16%	12
2014 Q2	$1.44M	Sell	7,309 -1,000	-12%	-$191K	0.15%	13
2014 Q1	$1.56M	Buy	+8,309	New	+$1.53M	0.19%	13

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

Rothschild & Co Wealth Management (UK)'s IVV Position: Q2 2026 in Review

Rothschild & Co Wealth Management (UK) held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 4,929 shares worth $3.69M. The position accounts for 0.05% of the portfolio, ranked #23.

Rothschild & Co Wealth Management (UK) first reported a position in IVV in Q1 2014 and has held it in 49 quarters since. 2,557 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Rothschild & Co Wealth Management (UK) held 4,929 shares of iShares Core S&P 500 ETF worth $3.69M as of Q2 2026.
Rothschild & Co Wealth Management (UK) left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up 0.05% of Rothschild & Co Wealth Management (UK)'s portfolio in Q2 2026, its #23 holding.
Rothschild & Co Wealth Management (UK) first reported a position in iShares Core S&P 500 ETF in Q1 2014 and has held it in 49 quarters since.
2,557 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Rothschild & Co Wealth Management (UK)'s 13F filing for Q2 2026, filed 28 Jul 2026.