Reyes Financial Architecture’s iShares Core S&P 500 ETF IVV Stock Holding History

Reyes Financial Architecture’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	$685K	Buy	915 +29	+3%	+$21.1K	0.38%	31
2026 Q1	$579K	Sell	886 -15,906	-95%	-$10.9M	0.47%	33
2025 Q4	$11.5M	Buy	16,792 +15,862	+1,706%	+$10.8M	7.01%	5
2025 Q3	$622K	Hold	930	–	–	0.42%	37
2025 Q2	$577K	Sell	930 -493	-35%	-$283K	0.5%	36
2025 Q1	$800K	Hold	1,423	–	–	0.59%	21
2024 Q4	$838K	Buy	+1,423	New	+$842K	0.66%	25

Other funds holding IVV

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Reyes Financial Architecture's IVV Position: Q2 2026 in Review

Reyes Financial Architecture increased its iShares Core S&P 500 ETF (IVV) stake by 3.3% in Q2 2026, buying an estimated $21.1K and bringing the position to 915 shares worth $685K. The position accounts for 0.38% of the portfolio, ranked #31.

Reyes Financial Architecture first reported a position in IVV in Q4 2024 and has held it in 7 quarters since. The position peaked at $11.5M in Q4 2025. 2,050 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Reyes Financial Architecture held 915 shares of iShares Core S&P 500 ETF worth $685K as of Q2 2026.
Reyes Financial Architecture bought 29 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $21.1K.
iShares Core S&P 500 ETF made up 0.38% of Reyes Financial Architecture's portfolio in Q2 2026, its #31 holding.
Reyes Financial Architecture first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
Reyes Financial Architecture's iShares Core S&P 500 ETF position peaked at $11.5M in Q4 2025.
2,050 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Reyes Financial Architecture's 13F filing for Q2 2026, filed 17 Jul 2026.