RCM
IVV icon

Requisite Capital Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Requisite Capital Management’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 		$120M Sell
160,808
-2,838
-2% -$2.07M 19.9% 2
2026
Q1 		$107M Buy
163,646
+3,517
+2% +$2.4M 19.92% 2
2025
Q4 		$110M Buy
160,129
+445
+0.3% +$302K 20.8% 2
2025
Q3 		$107M Buy
159,684
+36,855
+30% +$23.7M 17.94% 1
2025
Q2 		$76.3M Buy
122,829
+1,554
+1% +$892K 16.51% 1
2025
Q1 		$68.1M Sell
121,275
-15,038
-11% -$8.88M 15.37% 2
2024
Q4 		$80.2M Sell
136,313
-8,911
-6% -$5.27M 16.38% 1
2024
Q3 		$83.8M Buy
145,224
+9,170
+7% +$5.1M 17.51% 2
2024
Q2 		$74.5M Buy
136,054
+39,344
+41% +$20.7M 16.85% 2
2024
Q1 		$50.8M Buy
96,710
+26,057
+37% +$13M 11.04% 3
2023
Q4 		$33.7M Sell
70,653
-16,330
-19% -$7.31M 8.53% 4
2023
Q3 		$37.5M Buy
86,983
+10,832
+14% +$4.85M 9.53% 3
2023
Q2 		$33.9M Buy
76,151
+7,991
+12% +$3.37M 8.63% 5
2023
Q1 		$28M Buy
68,160
+1,938
+3% +$777K 8.63% 5
2022
Q4 		$25.4M Sell
66,222
-40,305
-38% -$15.6M 8.14% 5
2022
Q3 		$38.2M Buy
106,527
+9,076
+9% +$3.62M 12.89% 3
2022
Q2 		$36.9M Sell
97,451
-11,856
-11% -$4.88M 12.27% 3
2022
Q1 		$49.6M Buy
109,307
+702
+0.6% +$314K 15.21% 2
2021
Q4 		$51.8M Sell
108,605
-8,033
-7% -$3.7M 16.06% 2
2021
Q3 		$50.3M Buy
116,638
+3,764
+3% +$1.67M 10.64% 2
2021
Q2 		$48.5M Sell
112,874
-37,266
-25% -$15.6M 8.37% 3
2021
Q1 		$59.7M Buy
150,140
+24,651
+20% +$9.54M 13.92% 2
2020
Q4 		$47.1M Buy
125,489
+19,131
+18% +$6.81M 14.9% 2
2020
Q3 		$35.7M Sell
106,358
-30,323
-22% -$10.1M 12.52% 2
2020
Q2 		$42.3M Sell
136,681
-40,071
-23% -$11.8M 16.25% 1
2020
Q1 		$45.7M Buy
176,752
+12,772
+8% +$3.91M 19.74% 1
2019
Q4 		$53M Buy
163,980
+24,189
+17% +$7.49M 18.14% 1
2019
Q3 		$41.7M Sell
139,791
-28,384
-17% -$8.44M 16.03% 1
2019
Q2 		$49.6M Buy
168,175
+3,513
+2% +$1.02M 19.26% 1
2019
Q1 		$46.9M Buy
164,662
+7,360
+5% +$2.01M 17.98% 1
2018
Q4 		$39.6M Buy
+157,302
New +$42.7M 15.5% 2

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Requisite Capital Management's IVV Position: Q2 2026 in Review

Requisite Capital Management reduced its iShares Core S&P 500 ETF (IVV) stake by 1.7% in Q2 2026, selling an estimated $2.07M and leaving 160,808 shares worth $120M. The position accounts for 19.9% of the portfolio, ranked #2.

Requisite Capital Management first reported a position in IVV in Q4 2018 and has held it in 31 quarters since. 4,102 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Requisite Capital Management held 160,808 shares of iShares Core S&P 500 ETF worth $120M as of Q2 2026.
  • Requisite Capital Management sold 2,838 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $2.07M.
  • iShares Core S&P 500 ETF made up 19.9% of Requisite Capital Management's portfolio in Q2 2026, its #2 holding.
  • Requisite Capital Management first reported a position in iShares Core S&P 500 ETF in Q4 2018 and has held it in 31 quarters since.
  • 4,102 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Requisite Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.