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Resources Management Corp’s iShares Core S&P 500 ETF IVV Stock Holding History

Resources Management Corp’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 		$2.85M Sell
3,804
-285
-7% -$208K 0.36% 66
2026
Q1 		$2.67M Buy
4,089
+399
+11% +$272K 0.35% 67
2025
Q4 		$2.53M Sell
3,690
-143
-4% -$97.1K 0.33% 69
2025
Q3 		$2.56M Sell
3,833
-40
-1% -$25.8K 0.33% 70
2025
Q2 		$2.4M Sell
3,873
-234
-6% -$134K 0.33% 71
2025
Q1 		$2.31M Sell
4,107
-67
-2% -$39.6K 0.32% 69
2024
Q4 		$2.46M Sell
4,174
-70
-2% -$41.4K 0.34% 65
2024
Q3 		$2.45M Sell
4,244
-172
-4% -$95.6K 0.33% 69
2024
Q2 		$2.42M Sell
4,416
-39
-0.9% -$20.5K 0.35% 65
2024
Q1 		$2.34M Sell
4,455
-269
-6% -$135K 0.34% 67
2023
Q4 		$2.26M Buy
4,724
+58
+1% +$26K 0.34% 71
2023
Q3 		$2M Sell
4,666
-92
-2% -$41.2K 0.33% 66
2023
Q2 		$2.12M Buy
4,758
+4,733
+18,932% +$1.99M 0.33% 66
2023
Q1 		$5K Sell
25
-5,327
-100% -$2.14M ﹤0.01% 408
2022
Q4 		$2.06M Sell
5,352
-126
-2% -$48.6K 0.32% 67
2022
Q3 		$1.97M Sell
5,478
-18
-0.3% -$7.19K 0.34% 64
2022
Q2 		$2.08M Buy
5,496
+4
+0.1% +$1.65K 0.34% 68
2022
Q1 		$2.49M Buy
5,492
+3
+0.1% +$1.34K 0.35% 68
2021
Q4 		$2.62M Buy
5,489
+30
+0.5% +$13.8K 0.34% 69
2021
Q3 		$2.35M Sell
5,459
-8
-0.1% -$3.54K 0.34% 69
2021
Q2 		$2.35M Sell
5,467
-36
-0.7% -$15.1K 0.33% 69
2021
Q1 		$2.19M Sell
5,503
-32
-0.6% -$12.4K 0.33% 71
2020
Q4 		$2.08M Sell
5,535
-107
-2% -$38.1K 0.33% 65
2020
Q3 		$1.9M Sell
5,642
-42
-0.7% -$14K 0.34% 64
2020
Q2 		$1.76M Sell
5,684
-43
-0.8% -$12.6K 0.34% 65
2020
Q1 		$1.48M Sell
5,727
-152
-3% -$46.6K 0.33% 65
2019
Q4 		$1.9M Sell
5,879
-114
-2% -$35.3K 0.33% 65
2019
Q3 		$1.79M Buy
+5,993
New +$1.78M 0.33% 69
2018
Q4 		$1.36M Sell
5,401
-513
-9% -$139K 0.3% 71
2018
Q3 		$1.73M Buy
+5,914
New +$1.7M 0.32% 74

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

Resources Management Corp's IVV Position: Q2 2026 in Review

Resources Management Corp reduced its iShares Core S&P 500 ETF (IVV) stake by 7% in Q2 2026, selling an estimated $208K and leaving 3,804 shares worth $2.85M. The position accounts for 0.36% of the portfolio, ranked #66.

Resources Management Corp first reported a position in IVV in Q3 2018 and has held it in 30 quarters since. 4,107 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Resources Management Corp held 3,804 shares of iShares Core S&P 500 ETF worth $2.85M as of Q2 2026.
  • Resources Management Corp sold 285 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $208K.
  • iShares Core S&P 500 ETF made up 0.36% of Resources Management Corp's portfolio in Q2 2026, its #66 holding.
  • Resources Management Corp first reported a position in iShares Core S&P 500 ETF in Q3 2018 and has held it in 30 quarters since.
  • 4,107 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Resources Management Corp's 13F filing for Q2 2026, filed 14 Aug 2026.