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RFP Financial Group’s iShares Core S&P 500 ETF IVV Stock Holding History

RFP Financial Group’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 		– Sell
-828
Closed -$567K – 76
2025
Q4 		$567K Sell
828
-36,071
-98% -$24.5M 0.27% 35
2025
Q3 		$21.8M Buy
36,899
+307
+0.8% +$198K 8.87% 2
2025
Q2 		$22.7M Sell
36,592
-1,188
-3% -$682K 9.38% 2
2025
Q1 		$21.2M Buy
37,780
+765
+2% +$452K 8.54% 2
2024
Q4 		$21.8M Buy
37,015
+871
+2% +$516K 8.47% 3
2024
Q3 		$20.8M Buy
36,144
+846
+2% +$470K 6.79% 3
2024
Q2 		$19.3M Buy
35,298
+2,617
+8% +$1.38M 7.15% 2
2024
Q1 		$17.2M Buy
32,681
+1,581
+5% +$791K 6.71% 2
2023
Q4 		$14.9M Sell
31,100
-268
-0.9% -$120K 6.08% 3
2023
Q3 		$13.5M Buy
31,368
+2,153
+7% +$963K 5.92% 4
2023
Q2 		$13M Buy
29,215
+1,216
+4% +$512K 5.32% 3
2023
Q1 		$11.5M Buy
27,999
+786
+3% +$315K 13.25% 2
2022
Q4 		$10.5M Buy
+27,213
New +$10.5M 4.69% 4

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

RFP Financial Group's IVV Position: Q1 2026 in Review

RFP Financial Group sold out of iShares Core S&P 500 ETF (IVV) in Q1 2026, closing a stake of 828 shares — an estimated $567K sold.

RFP Financial Group first reported a position in IVV in Q4 2022 and held it in 13 quarters. The position peaked at $22.7M in Q2 2025. 3,975 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • RFP Financial Group reported no remaining iShares Core S&P 500 ETF position as of Q1 2026 after selling out during the quarter.
  • RFP Financial Group sold 828 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $567K.
  • RFP Financial Group first reported a position in iShares Core S&P 500 ETF in Q4 2022 and held it in 13 quarters.
  • RFP Financial Group's iShares Core S&P 500 ETF position peaked at $22.7M in Q2 2025.
  • 3,975 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on RFP Financial Group's 13F filing for Q1 2026, filed 13 May 2026.