Stone House Investment Management, LLC IVV holdings history
ISHARES CORE S&P 500 ETF · CUSIP 464287200 · CIK 1696497
As of 2026-06-30, Stone House Investment Management, LLC reported 139.30K IVV (shares), valued at $104.32M, or 13.87% of its reported non-derivative portfolio. Filed 2026-08-05.
Verify history & sources →Shares increased 38.13%; reported value increased 58.37%, and weight changed +2.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 13.87% | 139,300 | SEC filing ↗Filed Aug 5, 2026 |
| Q1 2026 | 11.80% | 100,845 | SEC filing ↗Filed Apr 22, 2026 |
| Q4 2025 | 6.66% | 62,657 | SEC filing ↗Filed Jan 21, 2026 |
| Q3 2025 | 6.95% | 61,656 | SEC filing ↗Filed Oct 27, 2025 |
| Q2 2025 | 6.42% | 56,252 | SEC filing ↗Filed Aug 6, 2025 |
| Q1 2025 | 12.36% | 108,508 | SEC filing ↗Filed May 13, 2025 |
| Q4 2024 | 15.20% | 101,586 | SEC filing ↗Filed Feb 13, 2025 |
| Q3 2024 | 14.39% | 120,758 | SEC filing ↗Filed Nov 13, 2024 |
| Q2 2024 | 18.97% | 133,395 | SEC filing ↗Filed Aug 14, 2024 |
| Q1 2024 | 17.98% | 145,460 | SEC filing ↗Filed May 15, 2024 |
| Q4 2023 | 20.78% | 126,134 | SEC filing ↗Filed Jan 31, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 20.78% | 126,134 | $60.25M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Jan 31, 2024 |
| Q1 2024 | 17.98% | 145,460 | $76.47M | Shares increased 15.32%; reported value increased 26.94%, and weight changed -2.80 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2024 |
| Q2 2024 | 18.97% | 133,395 | $73.00M | Shares decreased 8.29%; reported value decreased 4.54%, and weight changed +0.99 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2024 |
| Q3 2024 | 14.39% | 120,758 | $69.66M | Shares decreased 9.47%; reported value decreased 4.58%, and weight changed -4.58 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 13, 2024 |
| Q4 2024 | 15.20% | 101,586 | $59.80M | Shares decreased 15.88%; reported value decreased 14.15%, and weight changed +0.81 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 13, 2025 |
| Q1 2025 | 12.36% | 108,508 | $60.97M | Shares increased 6.81%; reported value increased 1.95%, and weight changed -2.84 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 13, 2025 |
| Q2 2025 | 6.42% | 56,252 | $34.93M | Shares decreased 48.16%; reported value decreased 42.72%, and weight changed -5.94 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 6, 2025 |
| Q3 2025 | 6.95% | 61,656 | $41.27M | Shares increased 9.61%; reported value increased 18.15%, and weight changed +0.53 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 27, 2025 |
| Q4 2025 | 6.66% | 62,657 | $42.92M | Shares increased 1.62%; reported value increased 4.00%, and weight changed -0.29 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 21, 2026 |
| Q1 2026 | 11.80% | 100,845 | $65.87M | Shares increased 60.95%; reported value increased 53.49%, and weight changed +5.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 22, 2026 |
| Q2 2026 | 13.87% | 139,300 | $104.32M | Shares increased 38.13%; reported value increased 58.37%, and weight changed +2.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 5, 2026 |
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