Stonebrook Private’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
Stonebrook Private's IVV Position: Q2 2026 in Review
Stonebrook Private increased its iShares Core S&P 500 ETF (IVV) stake by 17% in Q2 2026, buying an estimated $75K and bringing the position to 713 shares worth $534K. The position accounts for 0.1% of the portfolio, ranked #136.
Stonebrook Private first reported a position in IVV in Q4 2023 and has held it in 11 quarters since. The position peaked at $673K in Q3 2025. 4,118 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Stonebrook Private held 713 shares of iShares Core S&P 500 ETF worth $534K as of Q2 2026.
- Stonebrook Private bought 103 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $75K.
- iShares Core S&P 500 ETF made up 0.1% of Stonebrook Private's portfolio in Q2 2026, its #136 holding.
- Stonebrook Private first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
- Stonebrook Private's iShares Core S&P 500 ETF position peaked at $673K in Q3 2025.
- 4,118 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Stonebrook Private's 13F filing for Q2 2026, filed 14 Aug 2026.