Richardson Capital Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Richardson Capital Management’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	$738K	Hold	986	–	–	0.32%	16
2026 Q1	$644K	Sell	986 -4	-0.4%	-$2.73K	0.31%	16
2025 Q4	$678K	Sell	990 -49	-5%	-$33.3K	0.34%	14
2025 Q3	$695K	Buy	1,039 +121	+13%	+$77.9K	0.33%	14
2025 Q2	$570K	Sell	918 -1	-0.1%	-$574	0.3%	14
2025 Q1	$516K	Sell	919 -5	-0.5%	-$2.95K	0.32%	14
2024 Q4	$544K	Hold	924	–	–	0.35%	14
2024 Q3	$533K	Hold	924	–	–	0.37%	14
2024 Q2	$506K	Sell	924 -168	-15%	-$88.3K	0.39%	14
2024 Q1	$574K	Buy	1,092 +792	+264%	+$396K	0.47%	11
2023 Q4	$143K	Buy	+300	New	+$134K	0.14%	32

Other funds holding IVV

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Richardson Capital Management's IVV Position: Q2 2026 in Review

Richardson Capital Management held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 986 shares worth $738K. The position accounts for 0.32% of the portfolio, ranked #16.

Richardson Capital Management first reported a position in IVV in Q4 2023 and has held it in 11 quarters since. 2,171 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Richardson Capital Management held 986 shares of iShares Core S&P 500 ETF worth $738K as of Q2 2026.
Richardson Capital Management left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up 0.32% of Richardson Capital Management's portfolio in Q2 2026, its #16 holding.
Richardson Capital Management first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
2,171 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Richardson Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.