RMR Wealth Builders’s iShares Core S&P 500 ETF IVV Stock Holding History

RMR Wealth Builders’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	$559K	Sell	747 -55	-7%	-$40.1K	0.03%	186
2026 Q1	$524K	Buy	802 +22	+3%	+$15K	0.04%	173
2025 Q4	$535K	Buy	780 +16	+2%	+$10.9K	0.04%	164
2025 Q3	$511K	Buy	764 +1	+0.1%	+$644	0.04%	164
2025 Q2	$474K	Buy	763 +2	+0.3%	+$1.15K	0.04%	170
2025 Q1	$428K	Sell	761 -33	-4%	-$19.5K	0.05%	167
2024 Q4	$468K	Sell	794 -26	-3%	-$15.4K	0.05%	163
2024 Q3	$473K	Buy	820 +71	+9%	+$39.5K	0.05%	158
2024 Q2	$410K	Buy	749 +1	+0.1%	+$526	0.05%	165
2024 Q1	$393K	Buy	748 +237	+46%	+$119K	0.05%	173
2023 Q4	$244K	Buy	+511	New	+$229K	0.03%	211
2022 Q1	–	Sell	-446	Closed	-$213K	–	209
2021 Q4	$213K	Buy	+446	New	+$206K	0.06%	115
2021 Q2	–	Sell	-415	Closed	-$165K	–	422
2021 Q1	$165K	Buy	415 +24	+6%	+$9.29K	0.04%	216
2020 Q4	$147K	Buy	+391	New	+$139K	0.07%	179
2020 Q3	–	Sell	-402	Closed	-$125K	–	344
2020 Q2	$125K	Buy	+402	New	+$118K	0.11%	149
2019 Q4	$122K	Buy	+378	New	+$117K	0.12%	156

Other funds holding IVV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

RMR Wealth Builders's IVV Position: Q2 2026 in Review

RMR Wealth Builders reduced its iShares Core S&P 500 ETF (IVV) stake by 6.9% in Q2 2026, selling an estimated $40.1K and leaving 747 shares worth $559K. The position accounts for 0.03% of the portfolio, ranked #186.

RMR Wealth Builders first reported a position in IVV in Q4 2019 and has held it in 16 quarters since. 1,599 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

RMR Wealth Builders held 747 shares of iShares Core S&P 500 ETF worth $559K as of Q2 2026.
RMR Wealth Builders sold 55 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $40.1K.
iShares Core S&P 500 ETF made up 0.03% of RMR Wealth Builders's portfolio in Q2 2026, its #186 holding.
RMR Wealth Builders first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 16 quarters since.
1,599 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.