Strathmore Capital Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$10.6M Buy
14,817
+5,766
+64% +$3.94M 3% 6
2025
Q4
$6.2M Sell
9,051
-277
-3% -$188K 2.03% 8
2025
Q3
$6.24M Buy
9,328
+135
+1% +$86.9K 2.56% 7
2025
Q2
$5.76M Buy
+9,193
New +$5.28M 2.55% 7

Other funds holding IVV

Strathmore Capital Advisors's IVV Position: Q1 2026 in Review

Strathmore Capital Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 64% in Q1 2026, buying an estimated $3.94M and bringing the position to 14,817 shares worth $10.6M. The position accounts for 3% of the portfolio, ranked #6.

Strathmore Capital Advisors first reported a position in IVV in Q2 2025 and has held it in 4 quarters since. 3,976 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Strathmore Capital Advisors held 14,817 shares of iShares Core S&P 500 ETF worth $10.6M as of Q1 2026.
  • Strathmore Capital Advisors bought 5,766 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $3.94M.
  • iShares Core S&P 500 ETF made up 3% of Strathmore Capital Advisors's portfolio in Q1 2026, its #6 holding.
  • Strathmore Capital Advisors first reported a position in iShares Core S&P 500 ETF in Q2 2025 and has held it in 4 quarters since.
  • 3,976 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Strathmore Capital Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.