RS
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Retirement Solution’s iShares Core S&P 500 ETF IVV Stock Holding History

Retirement Solution’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
Q3 		$302K Buy
395
+121
+44% +$92.3K 0.07% 40
2026
Q2 		$205K Buy
+274
New +$200K 0.09% 52
2026
Q1 		– Sell
-411
Closed -$281K – 64
2025
Q4 		$281K Buy
+411
New +$279K 0.06% 41

Other funds holding IVV

Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
AIA Group
AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Greenleaf Trust
Greenleaf Trust Kalamazoo, Michigan $9.8B AUM 2.94% 1-Year Est. Return
Nationwide Fund Advisors
Nationwide Fund Advisors Columbus, Ohio $2.31B AUM 10.49% 1-Year Est. Return

Retirement Solution's IVV Position: Q3 2026 in Review

Retirement Solution increased its iShares Core S&P 500 ETF (IVV) stake by 44% in Q3 2026, buying an estimated $92.3K and bringing the position to 395 shares worth $302K. The position accounts for 0.07% of the portfolio, ranked #40.

Retirement Solution first reported a position in IVV in Q4 2025 and has held it in 3 quarters since. 2,065 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Retirement Solution held 395 shares of iShares Core S&P 500 ETF worth $302K as of Q3 2026.
  • Retirement Solution bought 121 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $92.3K.
  • iShares Core S&P 500 ETF made up 0.07% of Retirement Solution's portfolio in Q3 2026, its #40 holding.
  • Retirement Solution first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,065 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Retirement Solution's 13F filing for Q3 2026, filed 23 Oct 2026.