Rinkey Investments’s iShares Core S&P 500 ETF IVV Stock Holding History

Rinkey Investments’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	$5.86M	Hold	7,831	–	–	1.38%	19
2026 Q1	$5.12M	Sell	7,831 -11	-0.1%	-$7.51K	1.31%	20
2025 Q4	$5.37M	Sell	7,842 -3	-0%	-$2.04K	1.36%	19
2025 Q3	$5.25M	Buy	7,845 +737	+10%	+$475K	1.39%	20
2025 Q2	$4.41M	Hold	7,108	–	–	1.33%	21
2025 Q1	$3.99M	Sell	7,108 -6	-0.1%	-$3.54K	1.27%	19
2024 Q4	$4.19M	Buy	7,114 +29	+0.4%	+$17.2K	1.34%	20
2024 Q3	$4.09M	Sell	7,085 -46	-0.6%	-$25.6K	1.32%	20
2024 Q2	$3.9M	Hold	7,131	–	–	1.4%	16
2024 Q1	$3.75M	Buy	7,131 +2,075	+41%	+$1.04M	1.37%	17
2023 Q4	$2.42M	Buy	+5,056	New	+$2.26M	0.95%	21
2023 Q3	–	Sell	-456	Closed	-$203K	–	57
2023 Q2	$203K	Buy	+456	New	+$192K	0.09%	55
2022 Q4	–	Sell	-533	Closed	-$213K	–	54
2022 Q3	$213K	Buy	+533	New	+$213K	0.16%	34

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

Rinkey Investments's IVV Position: Q2 2026 in Review

Rinkey Investments held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 7,831 shares worth $5.86M. The position accounts for 1.38% of the portfolio, ranked #19.

Rinkey Investments first reported a position in IVV in Q3 2022 and has held it in 13 quarters since. 4,089 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Rinkey Investments held 7,831 shares of iShares Core S&P 500 ETF worth $5.86M as of Q2 2026.
Rinkey Investments left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up 1.38% of Rinkey Investments's portfolio in Q2 2026, its #19 holding.
Rinkey Investments first reported a position in iShares Core S&P 500 ETF in Q3 2022 and has held it in 13 quarters since.
4,089 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Rinkey Investments's 13F filing for Q2 2026, filed 20 Jul 2026.