Rainier Family Wealth’s iShares Core S&P 500 ETF IVV Stock Holding History

Rainier Family Wealth’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	$532K	Hold	710	–	–	0.3%	58
2026 Q1	$464K	Sell	710 -31	-4%	-$21.2K	0.31%	59
2025 Q4	$508K	Buy	741 +22	+3%	+$14.9K	0.38%	50
2025 Q3	$481K	Hold	719	–	–	0.43%	48
2025 Q2	$447K	Buy	719 +306	+74%	+$176K	0.45%	49
2025 Q1	$232K	Buy	413 +30	+8%	+$17.7K	0.27%	70
2024 Q4	$225K	Buy	+383	New	+$227K	0.27%	74

Other funds holding IVV

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Rainier Family Wealth's IVV Position: Q2 2026 in Review

Rainier Family Wealth held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 710 shares worth $532K. The position accounts for 0.3% of the portfolio, ranked #58.

Rainier Family Wealth first reported a position in IVV in Q4 2024 and has held it in 7 quarters since. 2,171 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Rainier Family Wealth held 710 shares of iShares Core S&P 500 ETF worth $532K as of Q2 2026.
Rainier Family Wealth left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up 0.3% of Rainier Family Wealth's portfolio in Q2 2026, its #58 holding.
Rainier Family Wealth first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
2,171 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Rainier Family Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.