Stephenson & Company’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
Stephenson & Company's IVV Position: Q2 2026 in Review
Stephenson & Company increased its iShares Core S&P 500 ETF (IVV) stake by 5.8% in Q2 2026, buying an estimated $1.61M and bringing the position to 40,539 shares worth $30.4M. The position accounts for 14.22% of the portfolio, ranked #2.
Stephenson & Company first reported a position in IVV in Q4 2023 and has held it in 11 quarters since. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Stephenson & Company held 40,539 shares of iShares Core S&P 500 ETF worth $30.4M as of Q2 2026.
- Stephenson & Company bought 2,211 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $1.61M.
- iShares Core S&P 500 ETF made up 14.22% of Stephenson & Company's portfolio in Q2 2026, its #2 holding.
- Stephenson & Company first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
- 4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Stephenson & Company's 13F filing for Q2 2026, filed 28 Jul 2026.