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RDA Financial Network’s iShares Core S&P 500 ETF IVV Stock Holding History

RDA Financial Network’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 		$943K Buy
1,260
+194
+18% +$141K 0.21% 104
2026
Q1 		$697K Buy
1,066
+119
+13% +$81.3K 0.17% 131
2025
Q4 		$649K Sell
947
-854
-47% -$580K 0.16% 130
2025
Q3 		$1.21M Buy
1,801
+527
+41% +$339K 0.3% 100
2025
Q2 		$791K Sell
1,274
-39
-3% -$22.4K 0.21% 113
2025
Q1 		$738K Buy
1,313
+193
+17% +$114K 0.22% 108
2024
Q4 		$660K Buy
1,120
+5
+0.4% +$2.96K 0.19% 115
2024
Q3 		$643K Buy
1,115
+83
+8% +$46.1K 0.2% 119
2024
Q2 		$565K Buy
1,032
+22
+2% +$11.6K 0.19% 125
2024
Q1 		$531K Sell
1,010
-91
-8% -$45.5K 0.18% 124
2023
Q4 		$526K Buy
1,101
+318
+41% +$142K 0.2% 123
2023
Q3 		$336K Buy
783
+25
+3% +$11.2K 0.15% 148
2023
Q2 		$338K Buy
758
+7
+0.9% +$2.95K 0.14% 147
2023
Q1 		$309K Buy
751
+16
+2% +$6.42K 0.14% 155
2022
Q4 		$283K Sell
735
-93
-11% -$35.9K 0.14% 156
2022
Q3 		$297K Sell
828
-50
-6% -$20K 0.16% 143
2022
Q2 		$333K Buy
878
+17
+2% +$6.99K 0.17% 139
2022
Q1 		$391K Sell
861
-4
-0.5% -$1.79K 0.17% 141
2021
Q4 		$413K Buy
865
+13
+2% +$5.99K 0.17% 138
2021
Q3 		$367K Sell
852
-603
-41% -$267K 0.16% 146
2021
Q2 		$626K Sell
1,455
-388
-21% -$163K 0.28% 87
2021
Q1 		$733K Sell
1,843
-711
-28% -$275K 0.31% 85
2020
Q4 		$959K Sell
2,554
-42
-2% -$14.9K 0.43% 67
2020
Q3 		$872K Buy
2,596
+30
+1% +$9.98K 0.4% 69
2020
Q2 		$795K Buy
2,566
+153
+6% +$44.9K 0.4% 68
2020
Q1 		$624K Sell
2,413
-333
-12% -$102K 0.38% 72
2019
Q4 		$901K Sell
2,746
-534
-16% -$165K 0.37% 70
2019
Q3 		$1.03M Buy
3,280
+1,253
+62% +$372K 0.44% 61
2019
Q2 		$605K Buy
2,027
+41
+2% +$11.9K 0.27% 94
2019
Q1 		$580K Buy
+1,986
New +$543K 0.27% 88

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

RDA Financial Network's IVV Position: Q2 2026 in Review

RDA Financial Network increased its iShares Core S&P 500 ETF (IVV) stake by 18% in Q2 2026, buying an estimated $141K and bringing the position to 1,260 shares worth $943K. The position accounts for 0.21% of the portfolio, ranked #104.

RDA Financial Network first reported a position in IVV in Q1 2019 and has held it in 30 quarters since. The position peaked at $1.21M in Q3 2025. 4,104 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • RDA Financial Network held 1,260 shares of iShares Core S&P 500 ETF worth $943K as of Q2 2026.
  • RDA Financial Network bought 194 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $141K.
  • iShares Core S&P 500 ETF made up 0.21% of RDA Financial Network's portfolio in Q2 2026, its #104 holding.
  • RDA Financial Network first reported a position in iShares Core S&P 500 ETF in Q1 2019 and has held it in 30 quarters since.
  • RDA Financial Network's iShares Core S&P 500 ETF position peaked at $1.21M in Q3 2025.
  • 4,104 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on RDA Financial Network's 13F filing for Q2 2026, filed 6 Jul 2026.