Rather & Kittrell’s iShares Core S&P 500 ETF IVV Stock Holding History

Rather & Kittrell’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	$1.42M	Hold	1,897	–	–	0.2%	39
2026 Q1	$1.24M	Sell	1,897 -24	-1%	-$16.4K	0.19%	42
2025 Q4	$1.32M	Buy	1,921 +17	+0.9%	+$11.5K	0.21%	38
2025 Q3	$1.27M	Buy	1,904 +135	+8%	+$86.9K	0.22%	40
2025 Q2	$1.1M	Buy	1,769 +11	+0.6%	+$6.32K	0.22%	38
2025 Q1	$988K	Sell	1,758 -3	-0.2%	-$1.77K	0.21%	40
2024 Q4	$1.04M	Sell	1,761 -244	-12%	-$144K	0.24%	38
2024 Q3	$1.16M	Hold	2,005	–	–	0.28%	34
2024 Q2	$1.1M	Sell	2,005 -7	-0.3%	-$3.68K	0.3%	35
2024 Q1	$1.06M	Sell	2,012 -2	-0.1%	-$1K	0.32%	38
2023 Q4	$962K	Buy	2,014 +2	+0.1%	+$895	0.34%	36
2023 Q3	$864K	Buy	2,012 +281	+16%	+$126K	0.35%	33
2023 Q2	$772K	Hold	1,731	–	–	0.32%	34
2023 Q1	$712K	Hold	1,731	–	–	0.32%	38
2022 Q4	$665K	Hold	1,731	–	–	0.35%	37
2022 Q3	$620K	Hold	1,731	–	–	0.65%	32
2022 Q2	$656K	Hold	1,731	–	–	0.72%	24
2022 Q1	$785K	Hold	1,731	–	–	0.77%	24
2021 Q4	$825K	Buy	+1,731	New	+$798K	0.73%	22

Other funds holding IVV

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Rather & Kittrell's IVV Position: Q2 2026 in Review

Rather & Kittrell held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 1,897 shares worth $1.42M. The position accounts for 0.2% of the portfolio, ranked #39.

Rather & Kittrell first reported a position in IVV in Q4 2021 and has held it in 19 quarters since. 4,118 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Rather & Kittrell held 1,897 shares of iShares Core S&P 500 ETF worth $1.42M as of Q2 2026.
Rather & Kittrell left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up 0.2% of Rather & Kittrell's portfolio in Q2 2026, its #39 holding.
Rather & Kittrell first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
4,118 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Rather & Kittrell's 13F filing for Q2 2026, filed 12 Aug 2026.