Raffa Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Raffa Wealth Management’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	$4.59M	Buy	6,132 +2,817	+85%	+$2.05M	0.58%	26
2026 Q1	$2.17M	Buy	3,315 +9	+0.3%	+$6.15K	0.34%	37
2025 Q4	$2.26M	Buy	3,306 +208	+7%	+$141K	0.35%	41
2025 Q3	$2.07M	Buy	3,098 +9	+0.3%	+$5.8K	0.37%	41
2025 Q2	$1.92M	Sell	3,089 -137	-4%	-$78.7K	0.38%	40
2025 Q1	$1.81M	Buy	3,226 +10	+0.3%	+$5.91K	0.41%	38
2024 Q4	$1.89M	Sell	3,216 -2	-0.1%	-$1.18K	0.44%	35
2024 Q3	$1.86M	Sell	3,218 -11,381	-78%	-$6.33M	0.45%	36
2024 Q2	$7.99M	Sell	14,599 -58	-0.4%	-$30.5K	2.27%	8
2024 Q1	$7.71M	Buy	14,657 +11,331	+341%	+$5.67M	2.3%	8
2023 Q4	$1.59M	Buy	+3,326	New	+$1.49M	0.48%	33
2023 Q2	–	Sell	-300	Closed	-$123K	–	1077
2023 Q1	$123K	Hold	300	–	–	0.04%	85
2022 Q4	$115K	Hold	300	–	–	0.05%	74
2022 Q3	$108K	Hold	300	–	–	0.05%	78
2022 Q2	$114K	Hold	300	–	–	0.05%	82
2022 Q1	$136K	Hold	300	–	–	0.05%	73
2021 Q4	$143K	Sell	300 -30	-9%	-$13.8K	0.05%	72
2021 Q3	$142K	Hold	330	–	–	0.05%	61
2021 Q2	$142K	Sell	330 -20	-6%	-$8.38K	0.05%	61
2021 Q1	$139K	Hold	350	–	–	0.05%	85
2020 Q4	$131K	Hold	350	–	–	0.05%	80
2020 Q3	$118K	Hold	350	–	–	0.04%	79
2020 Q2	$108K	Hold	350	–	–	0.04%	81
2020 Q1	$90.4K	Hold	350	–	–	0.03%	81
2019 Q4	$113K	Hold	350	–	–	0.04%	92
2019 Q3	$104K	Buy	+350	New	+$104K	0.04%	92
2019 Q2	–	Sell	-700	Closed	-$199K	–	1056
2019 Q1	$199K	Sell	700 -140	-17%	-$38.3K	0.08%	57
2018 Q4	$211K	Buy	840 +590	+236%	+$160K	0.08%	64
2018 Q3	$73.2K	Hold	250	–	–	0.03%	117
2018 Q2	$68.3K	Hold	250	–	–	0.03%	109
2018 Q1	$66.3K	Buy	250 +50	+25%	+$13.8K	0.02%	103
2017 Q4	$53.8K	Sell	200 -50	-20%	-$13.1K	0.02%	120
2017 Q3	$63.2K	Hold	250	–	–	0.03%	112
2017 Q2	$60.9K	Hold	250	–	–	0.03%	110
2017 Q1	$59.3K	Hold	250	–	–	0.03%	87
2016 Q4	$56.2K	Sell	250 -50	-17%	-$11K	0.03%	84
2016 Q3	$65.3K	Hold	300	–	–	0.04%	78
2016 Q2	$63.1K	Hold	300	–	–	0.03%	72
2016 Q1	$62K	Hold	300	–	–	0.04%	81
2015 Q4	$61.5K	Buy	300 +20	+7%	+$4.13K	0.04%	73
2015 Q3	$54K	Hold	280	–	–	0.03%	80
2015 Q2	$58K	Hold	280	–	–	0.03%	77
2015 Q1	$58.2K	Hold	280	–	–	0.03%	67
2014 Q4	$57.9K	Hold	280	–	–	0.04%	68
2014 Q3	$55.5K	Hold	280	–	–	0.04%	73
2014 Q2	$55.2K	Hold	280	–	–	0.04%	71
2014 Q1	$52.7K	Hold	280	–	–	0.04%	76
2013 Q4	$57.9K	Buy	+280	New	+$49.8K	0.04%	68

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

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raffa Wealth Management's IVV Position: Q2 2026 in Review

Raffa Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 85% in Q2 2026, buying an estimated $2.05M and bringing the position to 6,132 shares worth $4.59M. The position accounts for 0.58% of the portfolio, ranked #26.

Raffa Wealth Management first reported a position in IVV in Q4 2013 and has held it in 48 quarters since. The position peaked at $7.99M in Q2 2024. 3,951 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Raffa Wealth Management held 6,132 shares of iShares Core S&P 500 ETF worth $4.59M as of Q2 2026.
Raffa Wealth Management bought 2,817 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $2.05M.
iShares Core S&P 500 ETF made up 0.58% of Raffa Wealth Management's portfolio in Q2 2026, its #26 holding.
Raffa Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2013 and has held it in 48 quarters since.
Raffa Wealth Management's iShares Core S&P 500 ETF position peaked at $7.99M in Q2 2024.
3,951 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Raffa Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.