Stone Wealth Partners’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
Stone Wealth Partners's IVV Position: Q2 2026 in Review
Stone Wealth Partners reduced its iShares Core S&P 500 ETF (IVV) stake by 0.77% in Q2 2026, selling an estimated $9.47K and leaving 1,674 shares worth $1.26M. The position accounts for 0.92% of the portfolio, ranked #33.
Stone Wealth Partners first reported a position in IVV in Q4 2025 and has held it in 3 quarters since. 4,076 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Stone Wealth Partners held 1,674 shares of iShares Core S&P 500 ETF worth $1.26M as of Q2 2026.
- Stone Wealth Partners sold 13 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $9.47K.
- iShares Core S&P 500 ETF made up 0.92% of Stone Wealth Partners's portfolio in Q2 2026, its #33 holding.
- Stone Wealth Partners first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
- 4,076 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Stone Wealth Partners's 13F filing for Q2 2026, filed 16 Jul 2026.