Richardson Financial Services’s iShares Core S&P 500 ETF IVV Stock Holding History

Richardson Financial Services’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	$463K	Buy	709 +32	+5%	+$21.9K	0.29%	84
2025 Q4	$286K	Sell	677 -2,038	-75%	-$1.38M	0.09%	132
2025 Q3	$1.27M	Buy	2,715 +2,295	+546%	+$1.48M	0.79%	25
2025 Q2	$261K	Sell	420 -195	-32%	-$112K	0.18%	133
2025 Q1	$346K	Buy	615 +388	+171%	+$229K	0.26%	106
2024 Q4	$134K	Sell	227 -511	-69%	-$302K	0.09%	171
2024 Q3	$411K	Buy	738 +226	+44%	+$126K	0.26%	98
2024 Q2	$280K	Sell	512 -27	-5%	-$14.2K	0.2%	113
2024 Q1	$283K	Buy	539 +436	+423%	+$218K	0.2%	114
2023 Q4	$49.2K	Buy	+103	New	+$46.1K	0.04%	212

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

Richardson Financial Services's IVV Position: Q1 2026 in Review

Richardson Financial Services increased its iShares Core S&P 500 ETF (IVV) stake by 4.7% in Q1 2026, buying an estimated $21.9K and bringing the position to 709 shares worth $463K. The position accounts for 0.29% of the portfolio, ranked #84.

Richardson Financial Services first reported a position in IVV in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.27M in Q3 2025. 3,975 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Richardson Financial Services held 709 shares of iShares Core S&P 500 ETF worth $463K as of Q1 2026.
Richardson Financial Services bought 32 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $21.9K.
iShares Core S&P 500 ETF made up 0.29% of Richardson Financial Services's portfolio in Q1 2026, its #84 holding.
Richardson Financial Services first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 10 quarters since.
Richardson Financial Services's iShares Core S&P 500 ETF position peaked at $1.27M in Q3 2025.
3,975 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.