Red Mountain Financial’s iShares Core S&P 500 ETF IVV Stock Holding History

Red Mountain Financial’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	$200K	Buy	+267	New	+$194K	0.17%	82
2025 Q4	–	Sell	-406	Closed	-$272K	–	79
2025 Q3	$272K	Buy	406 +1	+0.2%	+$644	0.28%	57
2025 Q2	$252K	Hold	405	–	–	0.28%	58
2025 Q1	$227K	Buy	405 +17	+4%	+$10K	0.28%	58
2024 Q4	$228K	Buy	388 +1	+0.3%	+$592	0.25%	55
2024 Q3	$223K	Buy	387 +1	+0.3%	+$556	0.24%	62
2024 Q2	$211K	Buy	+386	New	+$203K	0.25%	58

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Red Mountain Financial's IVV Position: Q2 2026 in Review

Red Mountain Financial opened a new position in iShares Core S&P 500 ETF (IVV) in Q2 2026: 267 shares worth $200K. The stake represents 0.17% of the portfolio and ranks #82 among its holdings. This is a return to the name: Red Mountain Financial previously reported a position in IVV as recently as Q3 2025.

Red Mountain Financial first reported a position in IVV in Q2 2024 and has held it in 7 quarters since. The position peaked at $272K in Q3 2025. 4,089 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Red Mountain Financial held 267 shares of iShares Core S&P 500 ETF worth $200K as of Q2 2026.
iShares Core S&P 500 ETF was a new Red Mountain Financial position in Q2 2026.
iShares Core S&P 500 ETF made up 0.17% of Red Mountain Financial's portfolio in Q2 2026, its #82 holding.
Red Mountain Financial first reported a position in iShares Core S&P 500 ETF in Q2 2024 and has held it in 7 quarters since.
Red Mountain Financial's iShares Core S&P 500 ETF position peaked at $272K in Q3 2025.
4,089 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Red Mountain Financial's 13F filing for Q2 2026, filed 21 Jul 2026.