RFG
IVV icon

Range Financial Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Range Financial Group’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 		$1.7M Sell
2,267
-216
-9% -$157K 0.46% 70
2026
Q1 		$1.62M Buy
2,483
+4
+0.2% +$2.73K 0.54% 65
2025
Q4 		$1.7M Hold
2,479
– – 0.59% 60
2025
Q3 		$1.66M Buy
2,479
+2
+0.1% +$1.29K 0.6% 55
2025
Q2 		$1.54M Buy
2,477
+8
+0.3% +$4.59K 0.6% 55
2025
Q1 		$1.39M Sell
2,469
-20
-0.8% -$11.8K 0.62% 58
2024
Q4 		$1.47M Buy
2,489
+318
+15% +$188K 0.68% 47
2024
Q3 		$1.25M Sell
2,171
-334
-13% -$186K 1.72% 12
2024
Q2 		$1.37M Sell
2,505
-44
-2% -$23.1K 0.7% 48
2024
Q1 		$1.34M Buy
2,549
+247
+11% +$124K 0.7% 48
2023
Q4 		$1.1M Sell
2,302
-108
-4% -$48.3K 0.66% 54
2023
Q3 		$1.04M Buy
2,410
+72
+3% +$32.2K 0.68% 52
2023
Q2 		$1.04M Sell
2,338
-4,977
-68% -$2.1M 0.66% 59
2023
Q1 		$3.01M Sell
7,315
-198
-3% -$79.4K 1.97% 5
2022
Q4 		$2.89M Buy
7,513
+327
+5% +$126K 1.97% 3
2022
Q3 		$2.58M Buy
7,186
+239
+3% +$95.4K 1.99% 2
2022
Q2 		$2.63M Buy
6,947
+144
+2% +$59.2K 1.91% 3
2022
Q1 		$3.09M Sell
6,803
-165
-2% -$73.8K 1.97% 4
2021
Q4 		$3.32M Buy
6,968
+430
+7% +$198K 2.19% 4
2021
Q3 		$2.82M Buy
6,538
+445
+7% +$197K 2.03% 5
2021
Q2 		$2.62M Buy
6,093
+470
+8% +$197K 1.94% 5
2021
Q1 		$2.24M Buy
+5,623
New +$2.18M 2.04% 6

Other funds holding IVV

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
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Range Financial Group's IVV Position: Q2 2026 in Review

Range Financial Group reduced its iShares Core S&P 500 ETF (IVV) stake by 8.7% in Q2 2026, selling an estimated $157K and leaving 2,267 shares worth $1.7M. The position accounts for 0.46% of the portfolio, ranked #70.

Range Financial Group first reported a position in IVV in Q1 2021 and has held it in 22 quarters since. The position peaked at $3.32M in Q4 2021. 2,171 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Range Financial Group held 2,267 shares of iShares Core S&P 500 ETF worth $1.7M as of Q2 2026.
  • Range Financial Group sold 216 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $157K.
  • iShares Core S&P 500 ETF made up 0.46% of Range Financial Group's portfolio in Q2 2026, its #70 holding.
  • Range Financial Group first reported a position in iShares Core S&P 500 ETF in Q1 2021 and has held it in 22 quarters since.
  • Range Financial Group's iShares Core S&P 500 ETF position peaked at $3.32M in Q4 2021.
  • 2,171 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Range Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.