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

Rakuten Securities’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	$92.1K	Buy	123 +77	+167%	+$56.1K	0.02%	212
2026 Q1	$30K	Sell	46 -49	-52%	-$33.5K	0.01%	303
2025 Q4	$65.1K	Sell	95 -79	-45%	-$53.6K	0.02%	220
2025 Q3	$116K	Sell	174 -44	-20%	-$28.3K	0.04%	182
2025 Q2	$135K	Buy	218 +3	+1%	+$1.72K	0.05%	150
2025 Q1	$121K	Buy	215 +38	+21%	+$22.4K	0.06%	144
2024 Q4	$104K	Buy	177 +92	+108%	+$54.5K	0.04%	152
2024 Q3	$49K	Sell	85 -322	-79%	-$179K	0.02%	189
2024 Q2	$223K	Buy	407 +405	+20,250%	+$213K	0.1%	87
2024 Q1	$1.05K	Sell	2 -2	-50%	-$1K	﹤0.01%	563
2023 Q4	$1.91K	Buy	+4	New	+$1.79K	﹤0.01%	425

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Rakuten Securities's IVV Position: Q2 2026 in Review

Rakuten Securities increased its iShares Core S&P 500 ETF (IVV) stake by 167% in Q2 2026, buying an estimated $56.1K and bringing the position to 123 shares worth $92.1K. The position accounts for 0.02% of the portfolio, ranked #212.

Rakuten Securities first reported a position in IVV in Q4 2023 and has held it in 11 quarters since. The position peaked at $223K in Q2 2024. 4,123 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Rakuten Securities held 123 shares of iShares Core S&P 500 ETF worth $92.1K as of Q2 2026.
Rakuten Securities bought 77 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $56.1K.
iShares Core S&P 500 ETF made up 0.02% of Rakuten Securities's portfolio in Q2 2026, its #212 holding.
Rakuten Securities first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
Rakuten Securities's iShares Core S&P 500 ETF position peaked at $223K in Q2 2024.
4,123 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Rakuten Securities's 13F filing for Q2 2026, filed 12 Aug 2026.