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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
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 +$5.95K ﹤0.01% 335

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Shufro Rose & Co's IVV Position: Q1 2026 in Review

Shufro Rose & Co increased its iShares Core S&P 500 ETF (IVV) stake by 12% in Q1 2026, buying an estimated $6.19M and bringing the position to 85,201 shares worth $55.7M. The position accounts for 3.79% of the portfolio, ranked #5.

Shufro Rose & Co first reported a position in IVV in Q3 2019 and has held it in 13 quarters since. The position peaked at $57.8M in Q1 2025. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Shufro Rose & Co held 85,201 shares of iShares Core S&P 500 ETF worth $55.7M as of Q1 2026.
  • Shufro Rose & Co bought 9,070 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $6.19M.
  • iShares Core S&P 500 ETF made up 3.79% of Shufro Rose & Co's portfolio in Q1 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 13 quarters since.
  • Shufro Rose & Co's iShares Core S&P 500 ETF position peaked at $57.8M in Q1 2025.
  • 3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Shufro Rose & Co's 13F filing for Q1 2026, filed 15 May 2026.