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

Roxbury Financial’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	$4.22M	Buy	5,630 +140	+3%	+$102K	3.33%	5
2026 Q1	$3.59M	Buy	5,490 +288	+6%	+$197K	3.22%	4
2025 Q4	$3.56M	Buy	5,202 +85	+2%	+$57.7K	3.2%	7
2025 Q3	$3.43M	Sell	5,117 -33	-0.6%	-$21.3K	3.16%	7
2025 Q2	$3.2M	Buy	5,150 +514	+11%	+$295K	3.12%	5
2025 Q1	$2.77M	Buy	4,636 +229	+5%	+$135K	2.71%	9
2024 Q4	$2.67M	Buy	+4,407	New	+$2.61M	2.57%	9

Other funds holding IVV

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

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

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Roxbury Financial's IVV Position: Q2 2026 in Review

Roxbury Financial increased its iShares Core S&P 500 ETF (IVV) stake by 2.6% in Q2 2026, buying an estimated $102K and bringing the position to 5,630 shares worth $4.22M. The position accounts for 3.33% of the portfolio, ranked #5.

Roxbury Financial first reported a position in IVV in Q4 2024 and has held it in 7 quarters since. 1,526 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Roxbury Financial held 5,630 shares of iShares Core S&P 500 ETF worth $4.22M as of Q2 2026.
Roxbury Financial bought 140 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $102K.
iShares Core S&P 500 ETF made up 3.33% of Roxbury Financial's portfolio in Q2 2026, its #5 holding.
Roxbury Financial first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
1,526 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.