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Retirement Financial Solutions’s iShares Core S&P 500 ETF IVV Stock Holding History

Retirement Financial Solutions’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
2025
Q2 		– Sell
-393
Closed -$221K – 39
2025
Q1 		$221K Buy
+393
New +$232K 0.09% 37
2023
Q1 		– Sell
-190
Closed -$73K – 132
2022
Q4 		$73K Buy
+190
New +$73.3K 0.06% 39

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Northwestern Mutual Wealth Management
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 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 $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Retirement Financial Solutions's IVV Position: Q2 2025 in Review

Retirement Financial Solutions sold out of iShares Core S&P 500 ETF (IVV) in Q2 2025, closing a stake of 393 shares — an estimated $221K sold.

Retirement Financial Solutions first reported a position in IVV in Q4 2022 and held it in 2 quarters. The position peaked at $221K in Q1 2025. 3,617 funds tracked by Wall St. Rank hold IVV as of Q2 2025.

  • Retirement Financial Solutions reported no remaining iShares Core S&P 500 ETF position as of Q2 2025 after selling out during the quarter.
  • Retirement Financial Solutions sold 393 iShares Core S&P 500 ETF shares in Q2 2025, an estimated $221K.
  • Retirement Financial Solutions first reported a position in iShares Core S&P 500 ETF in Q4 2022 and held it in 2 quarters.
  • Retirement Financial Solutions's iShares Core S&P 500 ETF position peaked at $221K in Q1 2025.
  • 3,617 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2025.

Based on Retirement Financial Solutions's 13F filing for Q2 2025, filed 5 Aug 2025.