Royal Fund Management’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-601
| Closed | -$412K | – | 323 |
|
|
2025
Q4 | $412K | Buy |
601
+17
| +3% | +$11.5K | 0.04% | 225 |
|
|
2025
Q3 | $391K | Hold |
584
| – | – | 0.05% | 199 |
|
|
2025
Q2 | $363K | Buy |
584
+2
| +0.3% | +$1.15K | 0.04% | 245 |
|
|
2025
Q1 | $328K | Sell |
582
-136
| -19% | -$80.3K | 0.04% | 254 |
|
|
2024
Q4 | $424K | Sell |
718
-724
| -50% | -$429K | 0.04% | 215 |
|
|
2024
Q3 | $833K | Buy |
1,442
+694
| +93% | +$386K | 0.05% | 227 |
|
|
2024
Q2 | $410K | Sell |
748
-203
| -21% | -$107K | 0.03% | 234 |
|
|
2024
Q1 | $500K | Buy |
951
+452
| +91% | +$226K | 0.05% | 237 |
|
|
2023
Q4 | $238K | Sell |
499
-27
| -5% | -$12.1K | 0.03% | 260 |
|
|
2023
Q3 | $226K | Buy |
526
+33
| +7% | +$14.8K | 0.03% | 245 |
|
|
2023
Q2 | $220K | Sell |
493
-233
| -32% | -$98.2K | 0.03% | 248 |
|
|
2023
Q1 | $299K | Sell |
726
-831
| -53% | -$333K | 0.04% | 240 |
|
|
2022
Q4 | $598K | Buy |
1,557
+597
| +62% | +$230K | 0.1% | 165 |
|
|
2022
Q3 | $344K | Buy |
+960
| New | +$383K | 0.06% | 167 |
|
|
2022
Q2 | – | Sell |
-670
| Closed | -$304K | – | 209 |
|
|
2022
Q1 | $304K | Buy |
670
+102
| +18% | +$45.6K | 0.04% | 177 |
|
|
2021
Q4 | $271K | Hold |
568
| – | – | 0.04% | 167 |
|
|
2021
Q3 | $244K | Sell |
568
-102
| -15% | -$45.2K | 0.04% | 169 |
|
|
2021
Q2 | $288K | Buy |
670
+131
| +24% | +$54.9K | 0.05% | 160 |
|
|
2021
Q1 | $214K | Sell |
539
-8
| -1% | -$3.1K | 0.04% | 175 |
|
|
2020
Q4 | $205K | Buy |
+547
| New | +$195K | 0.04% | 168 |
|
|
2020
Q2 | – | Sell |
-580
| Closed | -$149K | – | 349 |
|
|
2020
Q1 | $149K | Buy |
580
+1
| +0.2% | +$306 | 0.06% | 166 |
|
|
2019
Q4 | $187K | Sell |
579
-156
| -21% | -$48.3K | 0.05% | 157 |
|
|
2019
Q3 | $219K | Hold |
735
| – | – | 0.06% | 125 |
|
|
2019
Q2 | $216K | Buy |
735
+96
| +15% | +$27.8K | 0.06% | 124 |
|
|
2019
Q1 | $181K | Buy |
639
+9
| +1% | +$2.46K | 0.06% | 126 |
|
|
2018
Q4 | $158K | Buy |
630
+48
| +8% | +$13K | 0.06% | 119 |
|
|
2018
Q3 | $170K | Buy |
582
+13
| +2% | +$3.73K | 0.05% | 123 |
|
|
2018
Q2 | $155K | Buy |
569
+294
| +107% | +$80K | 0.05% | 126 |
|
|
2018
Q1 | $72K | Sell |
275
-138
| -33% | -$38K | 0.03% | 173 |
|
|
2017
Q4 | $111K | Sell |
413
-22
| -5% | -$5.76K | 0.04% | 152 |
|
|
2017
Q3 | $110K | Buy |
+435
| New | +$108K | 0.04% | 112 |
|
Other funds holding IVV
Royal Fund Management's IVV Position: Q1 2026 in Review
Royal Fund Management sold out of iShares Core S&P 500 ETF (IVV) in Q1 2026, closing a stake of 601 shares — an estimated $412K sold.
Royal Fund Management first reported a position in IVV in Q3 2017 and held it in 31 quarters. The position peaked at $833K in Q3 2024. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.
- Royal Fund Management reported no remaining iShares Core S&P 500 ETF position as of Q1 2026 after selling out during the quarter.
- Royal Fund Management sold 601 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $412K.
- Royal Fund Management first reported a position in iShares Core S&P 500 ETF in Q3 2017 and held it in 31 quarters.
- Royal Fund Management's iShares Core S&P 500 ETF position peaked at $833K in Q3 2024.
- 3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.
Based on Royal Fund Management's 13F filing for Q1 2026, filed 19 May 2026.