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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
Q3 		$3.89M Sell
5,079
-258
-5% -$197K 2.11% 15
2026
Q2 		$4M Buy
5,337
+862
+19% +$628K 1.89% 13
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 		$9.9M Sell
16,881
-8
-0% -$4.74K 5.29% 5
2024
Q3 		$9.7M Sell
16,889
-1,305
-7% -$726K 5.41% 5
2024
Q2 		$10M Buy
18,194
+101
+0.6% +$53.1K 5.87% 5
2024
Q1 		$9.5M 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

Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
Alaska Permanent Fund
Alaska Permanent Fund Juneau, Alaska $1.28B AUM 16.36% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

RCS Financial Planning's IVV Position: Q3 2026 in Review

RCS Financial Planning reduced its iShares Core S&P 500 ETF (IVV) stake by 4.8% in Q3 2026, selling an estimated $197K and leaving 5,079 shares worth $3.89M. The position accounts for 2.11% of the portfolio, ranked #15.

RCS Financial Planning first reported a position in IVV in Q4 2022 and has held it in 16 quarters since. The position peaked at $14.2M in Q4 2023. 1,156 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • RCS Financial Planning held 5,079 shares of iShares Core S&P 500 ETF worth $3.89M as of Q3 2026.
  • RCS Financial Planning sold 258 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $197K.
  • iShares Core S&P 500 ETF made up 2.11% of RCS Financial Planning's portfolio in Q3 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 16 quarters since.
  • RCS Financial Planning's iShares Core S&P 500 ETF position peaked at $14.2M in Q4 2023.
  • 1,156 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on RCS Financial Planning's 13F filing for Q3 2026, filed 14 Oct 2026.