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 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 $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

RHS Financial's IVV Position: Q1 2026 in Review

RHS Financial increased its iShares Core S&P 500 ETF (IVV) stake by 0.39% in Q1 2026, buying an estimated $1.37K and bringing the position to 518 shares worth $338K. The position accounts for 0.16% of the portfolio, ranked #107.

RHS Financial first reported a position in IVV in Q2 2021 and has held it in 20 quarters since. The position peaked at $4.08M in Q3 2024. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

RHS Financial held 518 shares of iShares Core S&P 500 ETF worth $338K as of Q1 2026.
RHS Financial bought 2 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $1.37K.
iShares Core S&P 500 ETF made up 0.16% of RHS Financial's portfolio in Q1 2026, its #107 holding.
RHS Financial first reported a position in iShares Core S&P 500 ETF in Q2 2021 and has held it in 20 quarters since.
RHS Financial's iShares Core S&P 500 ETF position peaked at $4.08M in Q3 2024.
3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on RHS Financial's 13F filing for Q1 2026, filed 28 Apr 2026.