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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Resources Management Corp's IVV Position: Q1 2026 in Review

Resources Management Corp increased its iShares Core S&P 500 ETF (IVV) stake by 11% in Q1 2026, buying an estimated $272K and bringing the position to 4,089 shares worth $2.67M. The position accounts for 0.35% of the portfolio, ranked #67.

Resources Management Corp first reported a position in IVV in Q3 2018 and has held it in 29 quarters since. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Resources Management Corp held 4,089 shares of iShares Core S&P 500 ETF worth $2.67M as of Q1 2026.
Resources Management Corp bought 399 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $272K.
iShares Core S&P 500 ETF made up 0.35% of Resources Management Corp's portfolio in Q1 2026, its #67 holding.
Resources Management Corp first reported a position in iShares Core S&P 500 ETF in Q3 2018 and has held it in 29 quarters since.
3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Resources Management Corp's 13F filing for Q1 2026, filed 15 May 2026.