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

Richmond Investment 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 Q2	$482K	Sell	644 -5,004	-89%	-$3.64M	0.15%	77
2026 Q1	$3.69M	Buy	5,648 +1,151	+26%	+$786K	0.6%	32
2025 Q4	$3.08M	Buy	4,497 +757	+20%	+$514K	0.53%	34
2025 Q3	$2.5M	Buy	3,740 +257	+7%	+$166K	0.47%	37
2025 Q2	$2.16M	Buy	3,483 +2,769	+388%	+$1.59M	0.46%	40
2025 Q1	$401K	Sell	714 -13	-2%	-$7.68K	0.22%	68
2024 Q4	$428K	Buy	+727	New	+$430K	0.24%	59

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Richmond Investment Services's IVV Position: Q2 2026 in Review

Richmond Investment Services reduced its iShares Core S&P 500 ETF (IVV) stake by 89% in Q2 2026, selling an estimated $3.64M and leaving 644 shares worth $482K. The position accounts for 0.15% of the portfolio, ranked #77.

Richmond Investment Services first reported a position in IVV in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.69M in Q1 2026. 4,107 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Richmond Investment Services held 644 shares of iShares Core S&P 500 ETF worth $482K as of Q2 2026.
Richmond Investment Services sold 5,004 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $3.64M.
iShares Core S&P 500 ETF made up 0.15% of Richmond Investment Services's portfolio in Q2 2026, its #77 holding.
Richmond Investment Services first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
Richmond Investment Services's iShares Core S&P 500 ETF position peaked at $3.69M in Q1 2026.
4,107 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Richmond Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.