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Richmond Brothers’s iShares Core S&P 500 ETF IVV Stock Holding History

Richmond Brothers’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 		$363K Hold
556
– – 0.24% 29
2025
Q4 		$381K Hold
556
– – 0.24% 29
2025
Q3 		$372K Sell
556
-21
-4% -$13.5K 0.23% 26
2025
Q2 		$358K Sell
577
-216
-27% -$124K 0.23% 26
2025
Q1 		$446K Sell
793
-16
-2% -$9.45K 0.28% 26
2024
Q4 		$476K Hold
809
– – 0.31% 26
2024
Q3 		$467K Sell
809
-93
-10% -$51.7K 0.29% 29
2024
Q2 		$494K Sell
902
-6
-0.7% -$3.15K 0.98% 13
2024
Q1 		$477K Sell
908
-11
-1% -$5.5K 0.88% 14
2023
Q4 		$439K Hold
919
– – 0.77% 14
2023
Q3 		$395K Buy
919
+14
+2% +$6.26K 0.74% 13
2023
Q2 		$403K Sell
905
-10
-1% -$4.21K 0.65% 17
2023
Q1 		$376K Sell
915
-159
-15% -$63.7K 0.63% 16
2022
Q4 		$413K Sell
1,074
-43
-4% -$16.6K 0.58% 16
2022
Q3 		$402K Sell
1,117
-116
-9% -$46.3K 0.45% 19
2022
Q2 		$465K Buy
1,233
+3
+0.2% +$1.23K 0.48% 18
2022
Q1 		$559K Buy
1,230
+31
+3% +$13.9K 0.43% 16
2021
Q4 		$571K Buy
+1,199
New +$553K 0.41% 17

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Richmond Brothers's IVV Position: Q1 2026 in Review

Richmond Brothers held its iShares Core S&P 500 ETF (IVV) position steady in Q1 2026 at 556 shares worth $363K. The position accounts for 0.24% of the portfolio, ranked #29.

Richmond Brothers first reported a position in IVV in Q4 2021 and has held it in 18 quarters since. The position peaked at $571K in Q4 2021. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Richmond Brothers held 556 shares of iShares Core S&P 500 ETF worth $363K as of Q1 2026.
  • Richmond Brothers left its iShares Core S&P 500 ETF share count unchanged in Q1 2026.
  • iShares Core S&P 500 ETF made up 0.24% of Richmond Brothers's portfolio in Q1 2026, its #29 holding.
  • Richmond Brothers first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 18 quarters since.
  • Richmond Brothers's iShares Core S&P 500 ETF position peaked at $571K in Q4 2021.
  • 3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Richmond Brothers's 13F filing for Q1 2026, filed 11 May 2026.