Shufro Rose & Co
IVV icon

Shufro Rose & Co’s iShares Core S&P 500 ETF IVV Stock Holding History

Shufro Rose & Co’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 		$68M Buy
88,812
+830
+0.9% +$633K 4.36% 5
2026
Q2 		$65.9M Buy
87,982
+2,781
+3% +$2.03M 3.78% 5
2026
Q1 		$55.7M Buy
85,201
+9,070
+12% +$6.19M 3.79% 5
2025
Q4 		$52.1M Sell
76,131
-23,324
-23% -$15.8M 3.53% 7
2025
Q3 		$55.9M Sell
99,455
-698
-0.7% -$450K 4.56% 3
2025
Q2 		$56.3M Sell
100,153
-2,780
-3% -$1.6M 4.52% 3
2025
Q1 		$57.8M Buy
102,933
+38,812
+61% +$22.9M 4.57% 3
2024
Q4 		$37.7M Buy
64,121
+30,298
+90% +$17.9M 2.92% 8
2024
Q3 		$18.5M Hold
33,823
– – 1.5% 20
2024
Q2 		$18.5M Buy
33,823
+11,067
+49% +$5.82M 1.5% 20
2024
Q1 		$12M Buy
+22,756
New +$11.4M 0.99% 29
2022
Q2 		– Sell
-450
Closed -$204K – 338
2022
Q1 		$204K Sell
450
-36
-7% -$16.1K 0.02% 284
2021
Q4 		$232K Hold
486
– – 0.02% 265
2021
Q3 		$209K Buy
+486
New +$215K 0.02% 264
2019
Q4 		– Sell
-20
Closed -$6K – 333
2019
Q3 		$6K Buy
+20
New +$5.94K ﹤0.01% 335

Other funds holding IVV

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
First Command Advisory Services
First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Shufro Rose & Co's IVV Position: Q3 2026 in Review

Shufro Rose & Co increased its iShares Core S&P 500 ETF (IVV) stake by 0.94% in Q3 2026, buying an estimated $633K and bringing the position to 88,812 shares worth $68M. The position accounts for 4.36% of the portfolio, ranked #5.

Shufro Rose & Co first reported a position in IVV in Q3 2019 and has held it in 15 quarters since. 3,061 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Shufro Rose & Co held 88,812 shares of iShares Core S&P 500 ETF worth $68M as of Q3 2026.
  • Shufro Rose & Co bought 830 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $633K.
  • iShares Core S&P 500 ETF made up 4.36% of Shufro Rose & Co's portfolio in Q3 2026, its #5 holding.
  • Shufro Rose & Co first reported a position in iShares Core S&P 500 ETF in Q3 2019 and has held it in 15 quarters since.
  • 3,061 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Shufro Rose & Co's 13F filing for Q3 2026, filed 10 Nov 2026.