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Split Rock Private Trading & Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Split Rock Private Trading & Wealth Management’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 		$299K Sell
399
-6
-1% -$4.37K 0.2% 38
2026
Q1 		$264K Sell
405
-166
-29% -$113K 0.2% 34
2025
Q4 		$391K Buy
+571
New +$388K 0.31% 24

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

Split Rock Private Trading & Wealth Management's IVV Position: Q2 2026 in Review

Split Rock Private Trading & Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 1.5% in Q2 2026, selling an estimated $4.37K and leaving 399 shares worth $299K. The position accounts for 0.2% of the portfolio, ranked #38.

Split Rock Private Trading & Wealth Management first reported a position in IVV in Q4 2025 and has held it in 3 quarters since. The position peaked at $391K in Q4 2025. 2,812 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Split Rock Private Trading & Wealth Management held 399 shares of iShares Core S&P 500 ETF worth $299K as of Q2 2026.
  • Split Rock Private Trading & Wealth Management sold 6 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $4.37K.
  • iShares Core S&P 500 ETF made up 0.2% of Split Rock Private Trading & Wealth Management's portfolio in Q2 2026, its #38 holding.
  • Split Rock Private Trading & Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
  • Split Rock Private Trading & Wealth Management's iShares Core S&P 500 ETF position peaked at $391K in Q4 2025.
  • 2,812 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Split Rock Private Trading & Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.