Rubicon Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
Rubicon Advisors's IVV Position: Q2 2026 in Review
Rubicon Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 2.7% in Q2 2026, selling an estimated $10.9K and leaving 544 shares worth $408K. The position accounts for 0.3% of the portfolio, ranked #66.
Rubicon Advisors first reported a position in IVV in Q4 2025 and has held it in 3 quarters since. 4,076 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Rubicon Advisors held 544 shares of iShares Core S&P 500 ETF worth $408K as of Q2 2026.
- Rubicon Advisors sold 15 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $10.9K.
- iShares Core S&P 500 ETF made up 0.3% of Rubicon Advisors's portfolio in Q2 2026, its #66 holding.
- Rubicon Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
- 4,076 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Rubicon Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.