Rational Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $52.3M | Buy |
69,863
+17,096
| +32% | +$12.4M | 4.8% | 4 |
|
|
2026
Q1 | $34.5M | Sell |
52,767
-14,985
| -22% | -$10.2M | 3.52% | 9 |
|
|
2025
Q4 | $46.4M | Sell |
67,752
-1,681
| -2% | -$1.14M | 4.75% | 5 |
|
|
2025
Q3 | $46.5M | Buy |
69,433
+858
| +1% | +$553K | 4.62% | 7 |
|
|
2025
Q2 | $42.6M | Sell |
68,575
-40,629
| -37% | -$23.3M | 4.22% | 7 |
|
|
2025
Q1 | $61.4M | Buy |
109,204
+8,018
| +8% | +$4.73M | 6.19% | 4 |
|
|
2024
Q4 | $59.6M | Buy |
101,186
+9,791
| +11% | +$5.8M | 5.82% | 4 |
|
|
2024
Q3 | $52.7M | Sell |
91,395
-16,167
| -15% | -$8.99M | 5.07% | 7 |
|
|
2024
Q2 | $58.9M | Sell |
107,562
-2,039
| -2% | -$1.07M | 5.74% | 6 |
|
|
2024
Q1 | $57.6M | Sell |
109,601
-9,905
| -8% | -$4.96M | 5.34% | 7 |
|
|
2023
Q4 | $57.1M | Sell |
119,506
-5,415
| -4% | -$2.42M | 5.81% | 6 |
|
|
2023
Q3 | $53.6M | Buy |
124,921
+20,764
| +20% | +$9.29M | 4.86% | 8 |
|
|
2023
Q2 | $46.4M | Buy |
104,157
+41,438
| +66% | +$17.5M | 3.84% | 10 |
|
|
2023
Q1 | $25.8M | Sell |
62,719
-12,457
| -17% | -$4.99M | 2.11% | 14 |
|
|
2022
Q4 | $28.9M | Sell |
75,176
-1,814
| -2% | -$700K | 2.39% | 13 |
|
|
2022
Q3 | $27.6M | Sell |
76,990
-29
| -0% | -$11.6K | 2.18% | 15 |
|
|
2022
Q2 | $29.2M | Sell |
77,019
-39,006
| -34% | -$16M | 2.1% | 15 |
|
|
2022
Q1 | $52.6M | Buy |
116,025
+15,861
| +16% | +$7.09M | 3.11% | 12 |
|
|
2021
Q4 | $47.8M | Buy |
100,164
+7,177
| +8% | +$3.31M | 2.93% | 12 |
|
|
2021
Q3 | $40.1M | Buy |
92,987
+20,859
| +29% | +$9.24M | 3.13% | 12 |
|
|
2021
Q2 | $31M | Buy |
72,128
+12,582
| +21% | +$5.27M | 3.66% | 9 |
|
|
2021
Q1 | $23.7M | Buy |
59,546
+13,924
| +31% | +$5.39M | 4.38% | 7 |
|
|
2020
Q4 | $17.1M | Sell |
45,622
-45,137
| -50% | -$16.1M | 4.59% | 4 |
|
|
2020
Q3 | $30.5M | Buy |
90,759
+41,727
| +85% | +$13.9M | 13.07% | 1 |
|
|
2020
Q2 | $15.2M | Buy |
49,032
+21,510
| +78% | +$6.32M | 7.86% | 1 |
|
|
2020
Q1 | $7.11M | Buy |
27,522
+5,303
| +24% | +$1.62M | 5.19% | 3 |
|
|
2019
Q4 | $7.18M | Buy |
22,219
+20,655
| +1,321% | +$6.39M | 3.37% | 2 |
|
|
2019
Q3 | $467K | Buy |
1,564
+340
| +28% | +$101K | 0.18% | 137 |
|
|
2019
Q2 | $361K | Buy |
1,224
+174
| +17% | +$50.4K | 0.13% | 160 |
|
|
2019
Q1 | $299K | Buy |
1,050
+298
| +40% | +$81.5K | 0.08% | 172 |
|
|
2018
Q4 | $189K | Buy |
752
+32
| +4% | +$8.69K | 0.06% | 193 |
|
|
2018
Q3 | $211K | Buy |
720
+192
| +36% | +$55.1K | 0.05% | 194 |
|
|
2018
Q2 | $144K | Buy |
528
+258
| +96% | +$70.2K | 0.07% | 216 |
|
|
2018
Q1 | $72K | Buy |
+270
| New | +$74.3K | 0.03% | 272 |
|
Other funds holding IVV
PAS
JIC
NFA
GT
Rational Advisors's IVV Position: Q2 2026 in Review
Rational Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 32% in Q2 2026, buying an estimated $12.4M and bringing the position to 69,863 shares worth $52.3M. The position accounts for 4.8% of the portfolio, ranked #4.
Rational Advisors first reported a position in IVV in Q1 2018 and has held it in 34 quarters since. The position peaked at $61.4M in Q1 2025. 1,947 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Rational Advisors held 69,863 shares of iShares Core S&P 500 ETF worth $52.3M as of Q2 2026.
- Rational Advisors bought 17,096 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $12.4M.
- iShares Core S&P 500 ETF made up 4.8% of Rational Advisors's portfolio in Q2 2026, its #4 holding.
- Rational Advisors first reported a position in iShares Core S&P 500 ETF in Q1 2018 and has held it in 34 quarters since.
- Rational Advisors's iShares Core S&P 500 ETF position peaked at $61.4M in Q1 2025.
- 1,947 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Rational Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.