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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Rakuten Investment Management's IVV Position: Q1 2026 in Review

Rakuten Investment Management increased its iShares Core S&P 500 ETF (IVV) stake by 100% in Q1 2026, buying an estimated $71.2M and bringing the position to 208,574 shares worth $139M. The position accounts for 0.28% of the portfolio, ranked #15.

Rakuten Investment Management first reported a position in IVV in Q4 2019 and has held it in 24 quarters since. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Rakuten Investment Management held 208,574 shares of iShares Core S&P 500 ETF worth $139M as of Q1 2026.
  • Rakuten Investment Management bought 104,287 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $71.2M.
  • iShares Core S&P 500 ETF made up 0.28% of Rakuten Investment Management's portfolio in Q1 2026, its #15 holding.
  • Rakuten Investment Management first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 24 quarters since.
  • 3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Rakuten Investment Management's 13F filing for Q1 2026, filed 12 May 2026.