Stonekeep Investments’s iShares Core S&P 500 ETF IVV Stock Holding History

Stonekeep Investments’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	$736K	Sell	983 -16	-2%	-$11.7K	0.43%	31
2026 Q1	$652K	Sell	999 -26	-3%	-$17.8K	0.42%	31
2025 Q4	$702K	Buy	1,025 +22	+2%	+$14.9K	0.45%	31
2025 Q3	$671K	Buy	1,003 +36	+4%	+$23.2K	0.43%	31
2025 Q2	$600K	Sell	967 -53	-5%	-$30.4K	0.4%	34
2025 Q1	$573K	Sell	1,020 -10	-1%	-$5.91K	0.42%	31
2024 Q4	$606K	Sell	1,030 -38	-4%	-$22.5K	0.45%	30
2024 Q3	$616K	Buy	1,068 +144	+16%	+$80.1K	0.48%	29
2024 Q2	$506K	Buy	+924	New	+$486K	0.41%	31

Other funds holding IVV

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Stonekeep Investments's IVV Position: Q2 2026 in Review

Stonekeep Investments reduced its iShares Core S&P 500 ETF (IVV) stake by 1.6% in Q2 2026, selling an estimated $11.7K and leaving 983 shares worth $736K. The position accounts for 0.43% of the portfolio, ranked #31.

Stonekeep Investments first reported a position in IVV in Q2 2024 and has held it in 9 quarters since. 2,171 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Stonekeep Investments held 983 shares of iShares Core S&P 500 ETF worth $736K as of Q2 2026.
Stonekeep Investments sold 16 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $11.7K.
iShares Core S&P 500 ETF made up 0.43% of Stonekeep Investments's portfolio in Q2 2026, its #31 holding.
Stonekeep Investments first reported a position in iShares Core S&P 500 ETF in Q2 2024 and has held it in 9 quarters since.
2,171 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Stonekeep Investments's 13F filing for Q2 2026, filed 10 Jul 2026.