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Retirement Guys Formula’s iShares Core S&P 500 ETF IVV Stock Holding History

Retirement Guys Formula’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 		$651K Buy
1,130
+8
+0.7% +$5.46K 0.3% 90
2025
Q4 		$653K Hold
1,122
– – 0.3% 100
2025
Q3 		$650K Hold
1,122
– – 0.23% 108
2025
Q2 		$639K Sell
1,122
-69
-6% -$39.6K 0.24% 101
2025
Q1 		$642K Buy
+1,191
New +$703K 0.32% 94

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 Guys Formula's IVV Position: Q1 2026 in Review

Retirement Guys Formula increased its iShares Core S&P 500 ETF (IVV) stake by 0.71% in Q1 2026, buying an estimated $5.46K and bringing the position to 1,130 shares worth $651K. The position accounts for 0.3% of the portfolio, ranked #90.

Retirement Guys Formula first reported a position in IVV in Q1 2025 and has held it in 5 quarters since. The position peaked at $653K in Q4 2025. 3,978 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Retirement Guys Formula held 1,130 shares of iShares Core S&P 500 ETF worth $651K as of Q1 2026.
  • Retirement Guys Formula bought 8 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $5.46K.
  • iShares Core S&P 500 ETF made up 0.3% of Retirement Guys Formula's portfolio in Q1 2026, its #90 holding.
  • Retirement Guys Formula first reported a position in iShares Core S&P 500 ETF in Q1 2025 and has held it in 5 quarters since.
  • Retirement Guys Formula's iShares Core S&P 500 ETF position peaked at $653K in Q4 2025.
  • 3,978 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Retirement Guys Formula's 13F filing for Q1 2026, filed 22 Apr 2026.