Rainey & Randall Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Rainey & Randall Wealth 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	$349K	Buy	467 +11	+2%	+$8.01K	0.05%	59
2026 Q1	$298K	Buy	456 +1	+0.2%	+$683	0.05%	56
2025 Q4	$312K	Buy	455 +11	+2%	+$7.47K	0.05%	59
2025 Q3	$297K	Hold	444	–	–	0.05%	61
2025 Q2	$276K	Buy	444 +41	+10%	+$23.5K	0.05%	61
2025 Q1	$226K	Buy	403 +53	+15%	+$31.3K	0.04%	68
2024 Q4	$206K	Sell	350 -1	-0.3%	-$592	0.04%	51
2024 Q3	$202K	Buy	+351	New	+$195K	0.04%	49
2024 Q2	–	Sell	-484	Closed	-$254K	–	51
2024 Q1	$254K	Buy	484 +15	+3%	+$7.5K	0.06%	45
2023 Q4	$224K	Buy	+469	New	+$210K	0.06%	44

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

Rainey & Randall Wealth Advisors's IVV Position: Q2 2026 in Review

Rainey & Randall Wealth Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 2.4% in Q2 2026, buying an estimated $8.01K and bringing the position to 467 shares worth $349K. The position accounts for 0.05% of the portfolio, ranked #59.

Rainey & Randall Wealth Advisors first reported a position in IVV in Q4 2023 and has held it in 10 quarters since. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Rainey & Randall Wealth Advisors held 467 shares of iShares Core S&P 500 ETF worth $349K as of Q2 2026.
Rainey & Randall Wealth Advisors bought 11 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $8.01K.
iShares Core S&P 500 ETF made up 0.05% of Rainey & Randall Wealth Advisors's portfolio in Q2 2026, its #59 holding.
Rainey & Randall Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 10 quarters since.
4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Rainey & Randall Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.