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

RHS Financial’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	$386K	Sell	516 -2	-0.4%	-$1.46K	0.16%	105
2026 Q1	$338K	Buy	518 +2	+0.4%	+$1.37K	0.16%	107
2025 Q4	$353K	Buy	516 +1	+0.2%	+$679	0.17%	98
2025 Q3	$345K	Hold	515	–	–	0.18%	98
2025 Q2	$320K	Sell	515 -4,021	-89%	-$2.31M	0.18%	96
2025 Q1	$2.55M	Sell	4,536 -2,328	-34%	-$1.37M	1.43%	23
2024 Q4	$4.04M	Sell	6,864 -210	-3%	-$124K	2.09%	13
2024 Q3	$4.08M	Sell	7,074 -34	-0.5%	-$18.9K	2.05%	13
2024 Q2	$3.89M	Sell	7,108 -20	-0.3%	-$10.5K	2.38%	13
2024 Q1	$3.75M	Buy	7,128 +71	+1%	+$35.5K	2.18%	14
2023 Q4	$3.37M	Buy	7,057 +346	+5%	+$155K	2.13%	15
2023 Q3	$2.88M	Buy	6,711 +764	+13%	+$342K	2.02%	17
2023 Q2	$2.65M	Buy	5,947 +74	+1%	+$31.2K	1.95%	17
2023 Q1	$2.41M	Sell	5,873 -458	-7%	-$184K	1.83%	18
2022 Q4	$2.43M	Buy	6,331 +543	+9%	+$210K	1.93%	19
2022 Q3	$2.08M	Buy	5,788 +938	+19%	+$375K	1.85%	17
2022 Q2	$1.84M	Buy	4,850 +504	+12%	+$207K	1.51%	24
2022 Q1	$1.97M	Buy	4,346 +1,581	+57%	+$707K	1.45%	24
2021 Q4	$1.32M	Buy	2,765 +167	+6%	+$77K	0.92%	34
2021 Q3	$1.12M	Buy	2,598 +785	+43%	+$348K	0.82%	38
2021 Q2	$780K	Buy	+1,813	New	+$759K	0.58%	45

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

RHS Financial's IVV Position: Q2 2026 in Review

RHS Financial reduced its iShares Core S&P 500 ETF (IVV) stake by 0.39% in Q2 2026, selling an estimated $1.46K and leaving 516 shares worth $386K. The position accounts for 0.16% of the portfolio, ranked #105.

RHS Financial first reported a position in IVV in Q2 2021 and has held it in 21 quarters since. The position peaked at $4.08M in Q3 2024. 4,115 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

RHS Financial held 516 shares of iShares Core S&P 500 ETF worth $386K as of Q2 2026.
RHS Financial sold 2 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $1.46K.
iShares Core S&P 500 ETF made up 0.16% of RHS Financial's portfolio in Q2 2026, its #105 holding.
RHS Financial first reported a position in iShares Core S&P 500 ETF in Q2 2021 and has held it in 21 quarters since.
RHS Financial's iShares Core S&P 500 ETF position peaked at $4.08M in Q3 2024.
4,115 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on RHS Financial's 13F filing for Q2 2026, filed 7 Aug 2026.