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Richards, Merrill & Peterson’s iShares Core S&P 500 ETF IVV Stock Holding History

Richards, Merrill & Peterson’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 		$431K Buy
576
+20
+4% +$14.6K 0.14% 131
2026
Q1 		$363K Buy
556
+15
+3% +$10.2K 0.13% 139
2025
Q4 		$371K Buy
541
+53
+11% +$36K 0.14% 135
2025
Q3 		$327K Sell
488
-50
-9% -$32.2K 0.14% 131
2025
Q2 		$334K Buy
538
+33
+7% +$18.9K 0.16% 128
2025
Q1 		$284K Buy
505
+22
+5% +$13K 0.15% 124
2024
Q4 		$284K Buy
+483
New +$286K 0.15% 123

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Richards, Merrill & Peterson's IVV Position: Q2 2026 in Review

Richards, Merrill & Peterson increased its iShares Core S&P 500 ETF (IVV) stake by 3.6% in Q2 2026, buying an estimated $14.6K and bringing the position to 576 shares worth $431K. The position accounts for 0.14% of the portfolio, ranked #131.

Richards, Merrill & Peterson first reported a position in IVV in Q4 2024 and has held it in 7 quarters since. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Richards, Merrill & Peterson held 576 shares of iShares Core S&P 500 ETF worth $431K as of Q2 2026.
  • Richards, Merrill & Peterson bought 20 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $14.6K.
  • iShares Core S&P 500 ETF made up 0.14% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #131 holding.
  • Richards, Merrill & Peterson first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
  • 4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.