Rede Wealth
IVV icon

Rede Wealth’s iShares Core S&P 500 ETF IVV Stock Holding History

Rede Wealth’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 		$8.87M Sell
11,581
-85
-0.7% -$64.9K 2.91% 5
2026
Q2 		$8.74M Sell
11,666
-127
-1% -$92.5K 2.89% 5
2026
Q1 		$7.7M Buy
11,793
+887
+8% +$606K 2.77% 5
2025
Q4 		$7.47M Buy
10,906
+4,154
+62% +$2.82M 2.6% 5
2025
Q3 		$4.52M Sell
6,752
-3,800
-36% -$2.45M 3.55% 7
2025
Q2 		$6.55M Buy
10,552
+139
+1% +$79.8K 2.37% 4
2025
Q1 		$5.85M Buy
10,413
+15
+0.1% +$8.86K 2.07% 5
2024
Q4 		$6.12M Sell
10,398
-174
-2% -$103K 2.35% 4
2024
Q3 		$6.1M Buy
10,572
+68
+0.6% +$37.8K 2.33% 5
2024
Q2 		$5.75M Buy
10,504
+1,184
+13% +$623K 5.29% 3
2024
Q1 		$4.9M Sell
9,320
-15
-0.2% -$7.5K 2.05% 5
2023
Q4 		$4.46M Sell
9,335
-868
-9% -$389K 2.12% 5
2023
Q3 		$4.38M Buy
10,203
+410
+4% +$183K 2.2% 5
2023
Q2 		$4.36M Buy
9,793
+32
+0.3% +$13.5K 2.07% 5
2023
Q1 		$4.01M Buy
9,761
+541
+6% +$217K 2.09% 6
2022
Q4 		$3.54M Buy
9,220
+1,413
+18% +$545K 1.89% 6
2022
Q3 		$2.8M Buy
7,807
+686
+10% +$274K 1.66% 7
2022
Q2 		$2.7M Sell
7,121
-122
-2% -$50.2K 1.57% 8
2022
Q1 		$3.29M Sell
7,243
-44
-0.6% -$19.7K 1.54% 7
2021
Q4 		$3.48M Sell
7,287
-45
-0.6% -$20.7K 1.75% 7
2021
Q3 		$3.16M Buy
7,332
+178
+2% +$78.9K 1.68% 7
2021
Q2 		$3.08M Buy
7,154
+624
+10% +$261K 1.64% 7
2021
Q1 		$2.6M Buy
6,530
+26
+0.4% +$10.1K 1.5% 8
2020
Q4 		$2.44M Buy
+6,504
New +$2.32M 1.66% 7

Other funds holding IVV

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
First Command Advisory Services
First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Rede Wealth's IVV Position: Q3 2026 in Review

Rede Wealth reduced its iShares Core S&P 500 ETF (IVV) stake by 0.73% in Q3 2026, selling an estimated $64.9K and leaving 11,581 shares worth $8.87M. The position accounts for 2.91% of the portfolio, ranked #5.

Rede Wealth first reported a position in IVV in Q4 2020 and has held it in 24 quarters since. 3,061 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Rede Wealth held 11,581 shares of iShares Core S&P 500 ETF worth $8.87M as of Q3 2026.
  • Rede Wealth sold 85 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $64.9K.
  • iShares Core S&P 500 ETF made up 2.91% of Rede Wealth's portfolio in Q3 2026, its #5 holding.
  • Rede Wealth first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 24 quarters since.
  • 3,061 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Rede Wealth's 13F filing for Q3 2026, filed 22 Oct 2026.