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

Resolute Wealth Advisor’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 		$15M Buy
+22,968
New +$15.7M 8.54% 1
2025
Q2 		$15M Buy
+22,968
New +$13.2M 8.54% 1

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Resolute Wealth Advisor's IVV Position: Q1 2026 in Review

Resolute Wealth Advisor opened a new position in iShares Core S&P 500 ETF (IVV) in Q1 2026: 22,968 shares worth $15M. The stake represents 8.54% of the portfolio and ranks #1 among its holdings. This is a return to the name: Resolute Wealth Advisor previously reported a position in IVV as recently as Q2 2025.

Resolute Wealth Advisor first reported a position in IVV in Q2 2025 and has held it in 2 quarters since. 3,991 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Resolute Wealth Advisor held 22,968 shares of iShares Core S&P 500 ETF worth $15M as of Q1 2026.
  • iShares Core S&P 500 ETF was a new Resolute Wealth Advisor position in Q1 2026.
  • iShares Core S&P 500 ETF made up 8.54% of Resolute Wealth Advisor's portfolio in Q1 2026, its #1 holding.
  • Resolute Wealth Advisor first reported a position in iShares Core S&P 500 ETF in Q2 2025 and has held it in 2 quarters since.
  • 3,991 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Resolute Wealth Advisor's 13F filing for Q1 2026, filed 11 May 2026.