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

Reliant Wealth Planning’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	$304K	Hold	406	–	–	0.08%	43
2026 Q1	$265K	Sell	406 -8	-2%	-$5.46K	0.08%	43
2025 Q4	$284K	Sell	414 -6	-1%	-$4.07K	0.09%	43
2025 Q3	$281K	Sell	420 -46	-10%	-$29.6K	0.09%	42
2025 Q2	$289K	Hold	466	–	–	0.11%	39
2025 Q1	$262K	Sell	466 -13	-3%	-$7.68K	0.12%	25
2024 Q4	$282K	Buy	479 +6	+1%	+$3.55K	0.13%	22
2024 Q3	$273K	Buy	+473	New	+$263K	0.12%	25
2020 Q1	–	Sell	-114,209	Closed	-$36.9M	–	10
2019 Q4	$36.9M	Buy	+114,209	New	+$35.3M	18.5%	3

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

Reliant Wealth Planning's IVV Position: Q2 2026 in Review

Reliant Wealth Planning held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 406 shares worth $304K. The position accounts for 0.08% of the portfolio, ranked #43.

Reliant Wealth Planning first reported a position in IVV in Q4 2019 and has held it in 9 quarters since. The position peaked at $36.9M in Q4 2019. 4,094 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Reliant Wealth Planning held 406 shares of iShares Core S&P 500 ETF worth $304K as of Q2 2026.
Reliant Wealth Planning left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up 0.08% of Reliant Wealth Planning's portfolio in Q2 2026, its #43 holding.
Reliant Wealth Planning first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 9 quarters since.
Reliant Wealth Planning's iShares Core S&P 500 ETF position peaked at $36.9M in Q4 2019.
4,094 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Reliant Wealth Planning's 13F filing for Q2 2026, filed 7 Aug 2026.