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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
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

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

Rede Wealth's IVV Position: Q1 2026 in Review

Rede Wealth increased its iShares Core S&P 500 ETF (IVV) stake by 8.1% in Q1 2026, buying an estimated $606K and bringing the position to 11,793 shares worth $7.7M. The position accounts for 2.77% of the portfolio, ranked #5.

Rede Wealth first reported a position in IVV in Q4 2020 and has held it in 22 quarters since. 3,975 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Rede Wealth held 11,793 shares of iShares Core S&P 500 ETF worth $7.7M as of Q1 2026.
  • Rede Wealth bought 887 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $606K.
  • iShares Core S&P 500 ETF made up 2.77% of Rede Wealth's portfolio in Q1 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 22 quarters since.
  • 3,975 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Rede Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.