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RAM Investment Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

RAM Investment Partners’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 		$3.48M Sell
4,651
-577
-11% -$420K 0.56% 22
2026
Q1 		$3.42M Buy
5,228
+3,994
+324% +$2.73M 0.6% 18
2025
Q4 		$845K Hold
1,234
– – 0.15% 46
2025
Q3 		$826K Hold
1,234
– – 0.16% 45
2025
Q2 		$766K Hold
1,234
– – 0.16% 43
2025
Q1 		$694K Buy
1,234
+24
+2% +$14.2K 0.17% 40
2024
Q4 		$712K Buy
1,210
+10
+0.8% +$5.92K 0.18% 40
2024
Q3 		$692K Buy
1,200
+8
+0.7% +$4.45K 0.18% 36
2024
Q2 		$652K Buy
1,192
+73
+7% +$38.4K 0.19% 35
2024
Q1 		$588K Sell
1,119
-34
-3% -$17K 0.19% 36
2023
Q4 		$551K Hold
1,153
– – 0.19% 33
2023
Q3 		$495K Sell
1,153
-202
-15% -$90.4K 0.21% 31
2023
Q2 		$604K Buy
1,355
+58
+4% +$24.4K 0.25% 29
2023
Q1 		$533K Sell
1,297
-45
-3% -$18K 0.29% 27
2022
Q4 		$516K Buy
+1,342
New +$518K 0.32% 26

Other funds holding IVV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
Envestnet Portfolio Solutions
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

RAM Investment Partners's IVV Position: Q2 2026 in Review

RAM Investment Partners reduced its iShares Core S&P 500 ETF (IVV) stake by 11% in Q2 2026, selling an estimated $420K and leaving 4,651 shares worth $3.48M. The position accounts for 0.56% of the portfolio, ranked #22.

RAM Investment Partners first reported a position in IVV in Q4 2022 and has held it in 15 quarters since. 2,205 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • RAM Investment Partners held 4,651 shares of iShares Core S&P 500 ETF worth $3.48M as of Q2 2026.
  • RAM Investment Partners sold 577 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $420K.
  • iShares Core S&P 500 ETF made up 0.56% of RAM Investment Partners's portfolio in Q2 2026, its #22 holding.
  • RAM Investment Partners first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
  • 2,205 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on RAM Investment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.