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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
Q3 		$23.7M Buy
31,007
+646
+2% +$493K 12.55% 2
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

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
BOF
Bank of Finland Helsinki, Finland $1.38B AUM 11.75% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
LFG
Leverty Financial Group Hudson, Wisconsin $549M AUM 10.43% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Retirement Wealth Solutions's IVV Position: Q3 2026 in Review

Retirement Wealth Solutions increased its iShares Core S&P 500 ETF (IVV) stake by 2.1% in Q3 2026, buying an estimated $493K and bringing the position to 31,007 shares worth $23.7M. The position accounts for 12.55% of the portfolio, ranked #2.

Retirement Wealth Solutions first reported a position in IVV in Q4 2024 and has held it in 8 quarters since. 245 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Retirement Wealth Solutions held 31,007 shares of iShares Core S&P 500 ETF worth $23.7M as of Q3 2026.
  • Retirement Wealth Solutions bought 646 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $493K.
  • iShares Core S&P 500 ETF made up 12.55% of Retirement Wealth Solutions's portfolio in Q3 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 8 quarters since.
  • 245 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.