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Raleigh Capital Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Raleigh Capital 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 		$5.26M Buy
8,050
+2,033
+34% +$1.39M 1.81% 8
2025
Q4 		$4.12M Buy
6,017
+345
+6% +$234K 1.5% 10
2025
Q3 		$3.8M Buy
5,672
+2,355
+71% +$1.52M 1.44% 11
2025
Q2 		$2.06M Sell
3,317
-3,508
-51% -$2.01M 0.86% 27
2025
Q1 		$3.84M Sell
6,825
-1,428
-17% -$843K 1.74% 6
2024
Q4 		$4.86M Sell
8,253
-4,077
-33% -$2.41M 1.87% 8
2024
Q3 		$7.11M Sell
12,330
-635
-5% -$353K 2.74% 3
2024
Q2 		$7.09M Sell
12,965
-2,013
-13% -$1.06M 3.02% 1
2024
Q1 		$7.87M Sell
14,978
-4,108
-22% -$2.06M 3.4% 2
2023
Q4 		$9.12M Buy
19,086
+1,085
+6% +$486K 4.23% 1
2023
Q3 		$7.73M Buy
18,001
+1,875
+12% +$839K 3.94% 1
2023
Q2 		$7.19M Sell
16,126
-999
-6% -$421K 3.58% 1
2023
Q1 		$7.04M Sell
17,125
-127
-0.7% -$50.9K 3.48% 1
2022
Q4 		$6.63M Sell
17,252
-524
-3% -$202K 3.45% 1
2022
Q3 		$6.38M Buy
17,776
+252
+1% +$101K 3.73% 1
2022
Q2 		$6.64M Sell
17,524
-2,389
-12% -$983K 3.78% 1
2022
Q1 		$9.03M Buy
+19,913
New +$8.91M 4.9% 1

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

Raleigh Capital Management's IVV Position: Q1 2026 in Review

Raleigh Capital Management increased its iShares Core S&P 500 ETF (IVV) stake by 34% in Q1 2026, buying an estimated $1.39M and bringing the position to 8,050 shares worth $5.26M. The position accounts for 1.81% of the portfolio, ranked #8.

Raleigh Capital Management first reported a position in IVV in Q1 2022 and has held it in 17 quarters since. The position peaked at $9.12M in Q4 2023. 3,975 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Raleigh Capital Management held 8,050 shares of iShares Core S&P 500 ETF worth $5.26M as of Q1 2026.
  • Raleigh Capital Management bought 2,033 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $1.39M.
  • iShares Core S&P 500 ETF made up 1.81% of Raleigh Capital Management's portfolio in Q1 2026, its #8 holding.
  • Raleigh Capital Management first reported a position in iShares Core S&P 500 ETF in Q1 2022 and has held it in 17 quarters since.
  • Raleigh Capital Management's iShares Core S&P 500 ETF position peaked at $9.12M in Q4 2023.
  • 3,975 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Raleigh Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.