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
Q2
$10.6M Sell
14,153
-664
-4% -$484K 2.87% 6
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: Q2 2026 in Review

Strathmore Capital Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 4.5% in Q2 2026, selling an estimated $484K and leaving 14,153 shares worth $10.6M. The position accounts for 2.87% of the portfolio, ranked #6.

Strathmore Capital Advisors first reported a position in IVV in Q2 2025 and has held it in 5 quarters since. 4,102 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Strathmore Capital Advisors held 14,153 shares of iShares Core S&P 500 ETF worth $10.6M as of Q2 2026.
  • Strathmore Capital Advisors sold 664 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $484K.
  • iShares Core S&P 500 ETF made up 2.87% of Strathmore Capital Advisors's portfolio in Q2 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 5 quarters since.
  • 4,102 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Strathmore Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.