Rialto Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
Rialto Wealth Management's IVV Position: Q1 2026 in Review
Rialto Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 5.1% in Q1 2026, buying an estimated $524K and bringing the position to 15,949 shares worth $10.4M. The position accounts for 2.34% of the portfolio, ranked #10.
Rialto Wealth Management first reported a position in IVV in Q4 2024 and has held it in 6 quarters since. 3,982 funds tracked by Wall St. Rank hold IVV as of Q1 2026.
- Rialto Wealth Management held 15,949 shares of iShares Core S&P 500 ETF worth $10.4M as of Q1 2026.
- Rialto Wealth Management bought 767 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $524K.
- iShares Core S&P 500 ETF made up 2.34% of Rialto Wealth Management's portfolio in Q1 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 6 quarters since.
- 3,982 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.
Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.