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Rakuten Investment Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Rakuten Investment 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 		$68.4M Sell
91,857
-116,717
-56% -$85M 0.2% 31
2026
Q1 		$139M Buy
208,574
+104,287
+100% +$71.2M 0.28% 15
2025
Q4 		$69.5M Hold
104,287
– – 0.23% 25
2025
Q3 		$69.5M Buy
+104,287
New +$67.2M 0.25% 19
2025
Q1 		$97.4M Buy
+174,561
New +$103M 0.45% 13
2024
Q3 		$54.6M Buy
95,069
+25,843
+37% +$14.4M 0.32% 10
2024
Q2 		$38M Buy
69,226
+325
+0.5% +$171K 0.25% 11
2024
Q1 		$36.2M Buy
68,901
+7,748
+13% +$3.88M 0.27% 7
2023
Q4 		$29.3M Buy
61,153
+38,107
+165% +$17.1M 0.26% 4
2023
Q3 		$9.92M Sell
23,046
-1,470
-6% -$658K 0.1% 11
2023
Q2 		$10.8M Sell
24,516
-2,600
-10% -$1.1M 0.12% 10
2023
Q1 		$11M Sell
27,116
-200
-0.7% -$80.2K 0.13% 10
2022
Q4 		$10.5M Buy
27,316
+1,000
+4% +$386K 0.14% 11
2022
Q3 		$9.59M Sell
26,316
-1,400
-5% -$559K 0.16% 10
2022
Q2 		$10.6M Sell
27,716
-1,000
-3% -$411K 0.18% 10
2022
Q1 		$13.2M Sell
28,716
-1,200
-4% -$537K 0.21% 8
2021
Q4 		$14.3M Hold
29,916
– – 0.25% 8
2021
Q3 		$13M Buy
29,916
+700
+2% +$310K 0.28% 9
2021
Q2 		$12.5M Buy
29,216
+1,700
+6% +$712K 0.31% 9
2021
Q1 		$10.9M Hold
27,516
– – 0.35% 7
2020
Q4 		$10.3M Buy
27,516
+600
+2% +$214K 0.41% 6
2020
Q3 		$8.98M Sell
26,916
-300
-1% -$99.8K 0.47% 5
2020
Q2 		$8.32M Sell
27,216
-800
-3% -$235K 0.55% 5
2020
Q1 		$7.35M Buy
28,016
+2,600
+10% +$797K 0.67% 5
2019
Q4 		$8.24M Buy
+25,416
New +$7.87M 0.77% 6

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Rakuten Investment Management's IVV Position: Q2 2026 in Review

Rakuten Investment Management reduced its iShares Core S&P 500 ETF (IVV) stake by 56% in Q2 2026, selling an estimated $85M and leaving 91,857 shares worth $68.4M. The position accounts for 0.2% of the portfolio, ranked #31.

Rakuten Investment Management first reported a position in IVV in Q4 2019 and has held it in 25 quarters since. The position peaked at $139M in Q1 2026. 4,123 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Rakuten Investment Management held 91,857 shares of iShares Core S&P 500 ETF worth $68.4M as of Q2 2026.
  • Rakuten Investment Management sold 116,717 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $85M.
  • iShares Core S&P 500 ETF made up 0.2% of Rakuten Investment Management's portfolio in Q2 2026, its #31 holding.
  • Rakuten Investment Management first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 25 quarters since.
  • Rakuten Investment Management's iShares Core S&P 500 ETF position peaked at $139M in Q1 2026.
  • 4,123 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Rakuten Investment Management's 13F filing for Q2 2026, filed 18 Aug 2026.