Frank Rimerman Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Frank Rimerman Advisors’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 Q3	$3.97M	Sell	5,180 -339	-6%	-$259K	0.22%	67
2026 Q2	$4.13M	Sell	5,519 -76	-1%	-$55.3K	0.23%	66
2026 Q1	$3.65M	Hold	5,595	–	–	0.24%	68
2025 Q4	$3.83M	Hold	5,595	–	–	0.24%	65
2025 Q3	$3.74M	Buy	5,595 +2	+0%	+$1.29K	0.24%	67
2025 Q2	$3.47M	Hold	5,593	–	–	0.23%	69
2025 Q1	$3.14M	Sell	5,593 -16	-0.3%	-$9.45K	0.25%	69
2024 Q4	$3.3M	Hold	5,609	–	–	0.24%	66
2024 Q3	$3.24M	Hold	5,609	–	–	0.23%	70
2024 Q2	$3.07M	Sell	5,609 -79	-1%	-$41.5K	0.22%	74
2024 Q1	$2.99M	Buy	5,688 +78	+1%	+$39K	0.58%	26
2023 Q4	$2.68M	Buy	5,610 +159	+3%	+$71.2K	0.56%	26
2023 Q3	$2.34M	Hold	5,451	–	–	0.57%	24
2023 Q2	$2.43M	Sell	5,451 -159	-3%	-$67K	0.58%	24
2023 Q1	$2.31M	Buy	5,610 +159	+3%	+$63.7K	0.64%	27
2022 Q4	$2.09M	Buy	5,451 +3	+0.1%	+$1.16K	0.65%	26
2022 Q3	$1.95M	Sell	5,448 -10,288	-65%	-$4.11M	0.71%	22
2022 Q2	$5.97M	Buy	15,736 +10,947	+229%	+$4.5M	2.28%	13
2022 Q1	$2.17M	Buy	4,789 +67	+1%	+$30K	0.7%	25
2021 Q4	$2.25M	Sell	4,722 -106	-2%	-$48.8K	0.76%	23
2021 Q3	$2.08M	Sell	4,828 -5,932	-55%	-$2.63M	0.8%	23
2021 Q2	$4.63M	Hold	10,760	–	–	1.81%	11
2021 Q1	$4.28M	Hold	10,760	–	–	1.89%	11
2020 Q4	$4.04M	Buy	+10,760	New	+$3.83M	1.83%	11

Other funds holding IVV

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Alaska Permanent Fund Juneau, Alaska $1.27B AUM 16.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return

Frank Rimerman Advisors's IVV Position: Q3 2026 in Review

Frank Rimerman Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 6.1% in Q3 2026, selling an estimated $259K and leaving 5,180 shares worth $3.97M. The position accounts for 0.22% of the portfolio, ranked #67.

Frank Rimerman Advisors first reported a position in IVV in Q4 2020 and has held it in 24 quarters since. The position peaked at $5.97M in Q2 2022. 1,526 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Frank Rimerman Advisors held 5,180 shares of iShares Core S&P 500 ETF worth $3.97M as of Q3 2026.
Frank Rimerman Advisors sold 339 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $259K.
iShares Core S&P 500 ETF made up 0.22% of Frank Rimerman Advisors's portfolio in Q3 2026, its #67 holding.
Frank Rimerman Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 24 quarters since.
Frank Rimerman Advisors's iShares Core S&P 500 ETF position peaked at $5.97M in Q2 2022.
1,526 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Frank Rimerman Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.