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

Rappaport Reiches 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
2025 Q1	$905K	Hold	1,611	–	–	0.23%	45
2024 Q4	$948K	Hold	1,611	–	–	0.24%	46
2024 Q3	$929K	Hold	1,611	–	–	0.25%	41
2024 Q2	$882K	Buy	1,611 +354	+28%	+$186K	0.26%	40
2024 Q1	$661K	Hold	1,257	–	–	0.21%	54
2023 Q4	$600K	Hold	1,257	–	–	0.22%	44
2023 Q3	$540K	Hold	1,257	–	–	0.23%	44
2023 Q2	$560K	Hold	1,257	–	–	0.23%	45
2023 Q1	$517K	Sell	1,257 -25	-2%	-$10K	0.23%	47
2022 Q4	$493K	Hold	1,282	–	–	0.24%	43
2022 Q3	$460K	Hold	1,282	–	–	0.23%	44
2022 Q2	$486K	Buy	1,282 +831	+184%	+$342K	0.24%	44
2022 Q1	$205K	Buy	+451	New	+$202K	0.11%	82

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $14.1B AUM 19.14% 1-Year Est. Return

Rappaport Reiches Capital Management's IVV Position: Q1 2025 in Review

Rappaport Reiches Capital Management held its iShares Core S&P 500 ETF (IVV) position steady in Q1 2025 at 1,611 shares worth $905K. The position accounts for 0.23% of the portfolio, ranked #45.

Rappaport Reiches Capital Management first reported a position in IVV in Q1 2022 and has held it in 13 quarters since. The position peaked at $948K in Q4 2024. 3,563 funds tracked by Wall St. Rank hold IVV as of Q1 2025.

Rappaport Reiches Capital Management held 1,611 shares of iShares Core S&P 500 ETF worth $905K as of Q1 2025.
Rappaport Reiches Capital Management left its iShares Core S&P 500 ETF share count unchanged in Q1 2025.
iShares Core S&P 500 ETF made up 0.23% of Rappaport Reiches Capital Management's portfolio in Q1 2025, its #45 holding.
Rappaport Reiches Capital Management first reported a position in iShares Core S&P 500 ETF in Q1 2022 and has held it in 13 quarters since.
Rappaport Reiches Capital Management's iShares Core S&P 500 ETF position peaked at $948K in Q4 2024.
3,563 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2025.

Based on Rappaport Reiches Capital Management's 13F filing for Q1 2025, filed 22 Apr 2025.