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RCS Financial Planning’s iShares Core S&P 500 ETF IVV Stock Holding History

RCS Financial Planning’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 		$2.92M Sell
4,475
-7,665
-63% -$5.23M 1.52% 15
2025
Q4 		$8.32M Buy
12,140
+29
+0.2% +$19.7K 3.58% 7
2025
Q3 		$8.11M Buy
12,111
+375
+3% +$242K 3.59% 7
2025
Q2 		$7.29M Sell
11,736
-4,374
-27% -$2.51M 3.62% 8
2025
Q1 		$9.05M Sell
16,110
-771
-5% -$455K 4.78% 5
2024
Q4 		$9.94M Sell
16,881
-8
-0% -$4.74K 5.29% 5
2024
Q3 		$9.74M Sell
16,889
-1,305
-7% -$726K 5.41% 5
2024
Q2 		$9.96M Buy
18,194
+101
+0.6% +$53.1K 5.87% 5
2024
Q1 		$9.51M Sell
18,093
-11,624
-39% -$5.82M 5.85% 4
2023
Q4 		$14.2M Buy
29,717
+9,630
+48% +$4.31M 9.29% 3
2023
Q3 		$8.67M Buy
20,087
+6,231
+45% +$2.79M 6.62% 4
2023
Q2 		$6.18M Buy
13,856
+2,152
+18% +$907K 5.1% 4
2023
Q1 		$4.81M Buy
11,704
+1,018
+10% +$408K 4.27% 6
2022
Q4 		$4.11M Buy
+10,686
New +$4.12M 3.99% 7

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

RCS Financial Planning's IVV Position: Q1 2026 in Review

RCS Financial Planning reduced its iShares Core S&P 500 ETF (IVV) stake by 63% in Q1 2026, selling an estimated $5.23M and leaving 4,475 shares worth $2.92M. The position accounts for 1.52% of the portfolio, ranked #15.

RCS Financial Planning first reported a position in IVV in Q4 2022 and has held it in 14 quarters since. The position peaked at $14.2M in Q4 2023. 3,975 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • RCS Financial Planning held 4,475 shares of iShares Core S&P 500 ETF worth $2.92M as of Q1 2026.
  • RCS Financial Planning sold 7,665 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $5.23M.
  • iShares Core S&P 500 ETF made up 1.52% of RCS Financial Planning's portfolio in Q1 2026, its #15 holding.
  • RCS Financial Planning first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 14 quarters since.
  • RCS Financial Planning's iShares Core S&P 500 ETF position peaked at $14.2M in Q4 2023.
  • 3,975 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on RCS Financial Planning's 13F filing for Q1 2026, filed 21 Apr 2026.