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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

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

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Rather & Kittrell's IVV Position: Q1 2026 in Review

Rather & Kittrell reduced its iShares Core S&P 500 ETF (IVV) stake by 1.2% in Q1 2026, selling an estimated $16.4K and leaving 1,897 shares worth $1.24M. The position accounts for 0.19% of the portfolio, ranked #42.

Rather & Kittrell first reported a position in IVV in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.32M in Q4 2025. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Rather & Kittrell held 1,897 shares of iShares Core S&P 500 ETF worth $1.24M as of Q1 2026.
Rather & Kittrell sold 24 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $16.4K.
iShares Core S&P 500 ETF made up 0.19% of Rather & Kittrell's portfolio in Q1 2026, its #42 holding.
Rather & Kittrell first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 18 quarters since.
Rather & Kittrell's iShares Core S&P 500 ETF position peaked at $1.32M in Q4 2025.
3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Rather & Kittrell's 13F filing for Q1 2026, filed 12 May 2026.