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

Retirement Wealth 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
2026
Q2 		$22.7M Buy
30,361
+6,273
+26% +$4.57M 12.53% 2
2026
Q1 		$15.7M Buy
24,088
+3,933
+20% +$2.69M 9.92% 2
2025
Q4 		$13.8M Buy
20,155
+1,122
+6% +$762K 8.72% 3
2025
Q3 		$12.7M Buy
19,033
+640
+3% +$412K 8.37% 3
2025
Q2 		$11.4M Sell
18,393
-3,258
-15% -$1.87M 8.34% 3
2025
Q1 		$12.2M Buy
21,651
+698
+3% +$412K 9.82% 3
2024
Q4 		$12.2M Buy
+20,953
New +$12.4M 10.33% 3

Other funds holding IVV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Retirement Wealth Solutions's IVV Position: Q2 2026 in Review

Retirement Wealth Solutions increased its iShares Core S&P 500 ETF (IVV) stake by 26% in Q2 2026, buying an estimated $4.57M and bringing the position to 30,361 shares worth $22.7M. The position accounts for 12.53% of the portfolio, ranked #2.

Retirement Wealth Solutions first reported a position in IVV in Q4 2024 and has held it in 7 quarters since. 2,407 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Retirement Wealth Solutions held 30,361 shares of iShares Core S&P 500 ETF worth $22.7M as of Q2 2026.
  • Retirement Wealth Solutions bought 6,273 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $4.57M.
  • iShares Core S&P 500 ETF made up 12.53% of Retirement Wealth Solutions's portfolio in Q2 2026, its #2 holding.
  • Retirement Wealth Solutions first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
  • 2,407 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.