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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
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 +$5.95K ﹤0.01% 335

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Shufro Rose & Co's IVV Position: Q2 2026 in Review

Shufro Rose & Co increased its iShares Core S&P 500 ETF (IVV) stake by 3.3% in Q2 2026, buying an estimated $2.03M and bringing the position to 87,982 shares worth $65.9M. The position accounts for 3.78% of the portfolio, ranked #5.

Shufro Rose & Co first reported a position in IVV in Q3 2019 and has held it in 14 quarters since. 4,115 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Shufro Rose & Co held 87,982 shares of iShares Core S&P 500 ETF worth $65.9M as of Q2 2026.
  • Shufro Rose & Co bought 2,781 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $2.03M.
  • iShares Core S&P 500 ETF made up 3.78% of Shufro Rose & Co's portfolio in Q2 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 14 quarters since.
  • 4,115 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Shufro Rose & Co's 13F filing for Q2 2026, filed 12 Aug 2026.