Reik & Co’s iShares Core S&P 500 ETF IVV Stock Holding History

Reik & Co’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	$1.14M	Hold	1,516	–	–	0.3%	23
2026 Q1	$990K	Hold	1,516	–	–	0.27%	24
2025 Q4	$1.04M	Hold	1,516	–	–	0.29%	23
2025 Q3	$1.01M	Hold	1,516	–	–	0.26%	28
2025 Q2	$941K	Hold	1,516	–	–	0.24%	28
2025 Q1	$852K	Hold	1,516	–	–	0.2%	26
2024 Q4	$892K	Hold	1,516	–	–	0.21%	26
2024 Q3	$874K	Hold	1,516	–	–	0.21%	26
2024 Q2	$830K	Hold	1,516	–	–	0.21%	24
2024 Q1	$797K	Hold	1,516	–	–	0.2%	28
2023 Q4	$724K	Hold	1,516	–	–	0.2%	28
2023 Q3	$651K	Hold	1,516	–	–	0.19%	31
2023 Q2	$676K	Buy	+1,516	New	+$639K	0.19%	36

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

Reik & Co's IVV Position: Q2 2026 in Review

Reik & Co held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 1,516 shares worth $1.14M. The position accounts for 0.3% of the portfolio, ranked #23.

Reik & Co first reported a position in IVV in Q2 2023 and has held it in 13 quarters since. 4,085 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Reik & Co held 1,516 shares of iShares Core S&P 500 ETF worth $1.14M as of Q2 2026.
Reik & Co left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up 0.3% of Reik & Co's portfolio in Q2 2026, its #23 holding.
Reik & Co first reported a position in iShares Core S&P 500 ETF in Q2 2023 and has held it in 13 quarters since.
4,085 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Reik & Co's 13F filing for Q2 2026, filed 10 Aug 2026.