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

Resolute Wealth Strategies’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	$739K	Buy	987 +1	+0.1%	+$728	0.29%	46
2026 Q1	$644K	Sell	986 -59	-6%	-$40.3K	0.28%	48
2025 Q4	$716K	Buy	1,045 +41	+4%	+$27.8K	0.31%	47
2025 Q3	$672K	Sell	1,004 -19	-2%	-$12.2K	0.31%	48
2025 Q2	$635K	Sell	1,023 -9	-0.9%	-$5.17K	0.34%	45
2025 Q1	$580K	Sell	1,032 -77	-7%	-$45.5K	0.32%	47
2024 Q4	$653K	Buy	1,109 +82	+8%	+$48.5K	0.34%	45
2024 Q3	$592K	Buy	1,027 +1	+0.1%	+$556	0.31%	47
2024 Q2	$562K	Buy	1,026 +1	+0.1%	+$526	0.32%	46
2024 Q1	$539K	Sell	1,025 -95	-8%	-$47.5K	0.33%	51
2023 Q4	$535K	Sell	1,120 -113	-9%	-$50.6K	0.36%	43
2023 Q3	$529K	Hold	1,233	–	–	0.4%	41
2023 Q2	$549K	Buy	1,233 +117	+10%	+$49.3K	0.43%	39
2023 Q1	$459K	Buy	+1,116	New	+$447K	0.39%	46

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

Resolute Wealth Strategies's IVV Position: Q2 2026 in Review

Resolute Wealth Strategies increased its iShares Core S&P 500 ETF (IVV) stake by 0.1% in Q2 2026, buying an estimated $728 and bringing the position to 987 shares worth $739K. The position accounts for 0.29% of the portfolio, ranked #46.

Resolute Wealth Strategies first reported a position in IVV in Q1 2023 and has held it in 14 quarters since. 4,085 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Resolute Wealth Strategies held 987 shares of iShares Core S&P 500 ETF worth $739K as of Q2 2026.
Resolute Wealth Strategies bought 1 iShares Core S&P 500 ETF share in Q2 2026, an estimated $728.
iShares Core S&P 500 ETF made up 0.29% of Resolute Wealth Strategies's portfolio in Q2 2026, its #46 holding.
Resolute Wealth Strategies first reported a position in iShares Core S&P 500 ETF in Q1 2023 and has held it in 14 quarters since.
4,085 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Resolute Wealth Strategies's 13F filing for Q2 2026, filed 12 Aug 2026.