Shotwell Rutter Baer’s iShares Core S&P 500 ETF IVV Stock Holding History

Shotwell Rutter Baer’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 Q3	$357K	Hold	466	–	–	0.2%	34
2026 Q2	$349K	Sell	466 -8	-2%	-$5.83K	0.19%	34
2026 Q1	$310K	Buy	474 +18	+4%	+$12.3K	0.18%	34
2025 Q4	$316K	Hold	456	–	–	0.19%	34
2025 Q3	$308K	Hold	456	–	–	0.2%	33
2025 Q2	$286K	Hold	456	–	–	0.19%	33
2025 Q1	$231K	Sell	456 -21	-4%	-$12.4K	0.2%	32
2024 Q4	$278K	Sell	477 -51	-10%	-$30.2K	0.23%	32
2024 Q3	$304K	Hold	528	–	–	0.25%	32
2024 Q2	$295K	Sell	528 -17	-3%	-$8.94K	0.26%	32
2024 Q1	$284K	Sell	545 -14	-3%	-$7K	0.58%	18
2023 Q4	$267K	Buy	+559	New	+$250K	0.26%	33

Other funds holding IVV

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Alaska Permanent Fund Juneau, Alaska $1.28B AUM 16.36% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Shotwell Rutter Baer's IVV Position: Q3 2026 in Review

Shotwell Rutter Baer held its iShares Core S&P 500 ETF (IVV) position steady in Q3 2026 at 466 shares worth $357K. The position accounts for 0.2% of the portfolio, ranked #34.

Shotwell Rutter Baer first reported a position in IVV in Q4 2023 and has held it in 12 quarters since. 1,044 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Shotwell Rutter Baer held 466 shares of iShares Core S&P 500 ETF worth $357K as of Q3 2026.
Shotwell Rutter Baer left its iShares Core S&P 500 ETF share count unchanged in Q3 2026.
iShares Core S&P 500 ETF made up 0.2% of Shotwell Rutter Baer's portfolio in Q3 2026, its #34 holding.
Shotwell Rutter Baer first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 12 quarters since.
1,044 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Shotwell Rutter Baer's 13F filing for Q3 2026, filed 14 Oct 2026.