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 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%	-$48.9K	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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Frank Rimerman Advisors's IVV Position: Q2 2026 in Review

Frank Rimerman Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 1.4% in Q2 2026, selling an estimated $55.3K and leaving 5,519 shares worth $4.13M. The position accounts for 0.23% of the portfolio, ranked #66.

Frank Rimerman Advisors first reported a position in IVV in Q4 2020 and has held it in 23 quarters since. The position peaked at $5.97M in Q2 2022. 4,102 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Frank Rimerman Advisors held 5,519 shares of iShares Core S&P 500 ETF worth $4.13M as of Q2 2026.
Frank Rimerman Advisors sold 76 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $55.3K.
iShares Core S&P 500 ETF made up 0.23% of Frank Rimerman Advisors's portfolio in Q2 2026, its #66 holding.
Frank Rimerman Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 23 quarters since.
Frank Rimerman Advisors's iShares Core S&P 500 ETF position peaked at $5.97M in Q2 2022.
4,102 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Frank Rimerman Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.