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 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 $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Frank Rimerman Advisors's IVV Position: Q1 2026 in Review

Frank Rimerman Advisors held its iShares Core S&P 500 ETF (IVV) position steady in Q1 2026 at 5,595 shares worth $3.65M. The position accounts for 0.24% of the portfolio, ranked #68.

Frank Rimerman Advisors first reported a position in IVV in Q4 2020 and has held it in 22 quarters since. The position peaked at $5.97M in Q2 2022. 3,975 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Frank Rimerman Advisors held 5,595 shares of iShares Core S&P 500 ETF worth $3.65M as of Q1 2026.
Frank Rimerman Advisors left its iShares Core S&P 500 ETF share count unchanged in Q1 2026.
iShares Core S&P 500 ETF made up 0.24% of Frank Rimerman Advisors's portfolio in Q1 2026, its #68 holding.
Frank Rimerman Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 22 quarters since.
Frank Rimerman Advisors's iShares Core S&P 500 ETF position peaked at $5.97M in Q2 2022.
3,975 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Frank Rimerman Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.