Rialto Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$13.2M Buy
17,631
+1,682
+11% +$1.22M 2.61% 10
2026
Q1
$10.4M Buy
15,949
+767
+5% +$524K 2.34% 10
2025
Q4
$10.4M Buy
15,182
+467
+3% +$317K 2.49% 10
2025
Q3
$9.85M Sell
14,715
-481
-3% -$310K 2.54% 9
2025
Q2
$9.44M Buy
15,196
+1,128
+8% +$648K 2.64% 9
2025
Q1
$7.9M Sell
14,068
-251
-2% -$148K 2.48% 9
2024
Q4
$8.43M Buy
+14,319
New +$8.48M 2.78% 8

Other funds holding IVV

Rialto Wealth Management's IVV Position: Q2 2026 in Review

Rialto Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 11% in Q2 2026, buying an estimated $1.22M and bringing the position to 17,631 shares worth $13.2M. The position accounts for 2.61% of the portfolio, ranked #10.

Rialto Wealth Management first reported a position in IVV in Q4 2024 and has held it in 7 quarters since. 4,123 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Rialto Wealth Management held 17,631 shares of iShares Core S&P 500 ETF worth $13.2M as of Q2 2026.
  • Rialto Wealth Management bought 1,682 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $1.22M.
  • iShares Core S&P 500 ETF made up 2.61% of Rialto Wealth Management's portfolio in Q2 2026, its #10 holding.
  • Rialto Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
  • 4,123 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.