Stonebrook Private’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
Stonebrook Private's IVV Position: Q1 2026 in Review
Stonebrook Private reduced its iShares Core S&P 500 ETF (IVV) stake by 36% in Q1 2026, selling an estimated $237K and leaving 610 shares worth $399K. The position accounts for 0.08% of the portfolio, ranked #139.
Stonebrook Private first reported a position in IVV in Q4 2023 and has held it in 10 quarters since. The position peaked at $673K in Q3 2025. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.
- Stonebrook Private held 610 shares of iShares Core S&P 500 ETF worth $399K as of Q1 2026.
- Stonebrook Private sold 347 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $237K.
- iShares Core S&P 500 ETF made up 0.08% of Stonebrook Private's portfolio in Q1 2026, its #139 holding.
- Stonebrook Private first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 10 quarters since.
- Stonebrook Private's iShares Core S&P 500 ETF position peaked at $673K in Q3 2025.
- 3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.
Based on Stonebrook Private's 13F filing for Q1 2026, filed 11 May 2026.