Ruedi Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Ruedi Wealth Management’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
2025 Q2	–	Sell	-2	Closed	-$1.12K	–	191
2025 Q1	$1.12K	Hold	2	–	–	﹤0.01%	289
2024 Q4	$1.18K	Buy	+2	New	+$1.18K	﹤0.01%	290
2023 Q2	–	Sell	-342	Closed	-$141K	–	246
2023 Q1	$141K	Buy	+342	New	+$137K	0.09%	45

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 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

Ruedi Wealth Management's IVV Position: Q2 2025 in Review

Ruedi Wealth Management sold out of iShares Core S&P 500 ETF (IVV) in Q2 2025, closing a stake of 2 shares — an estimated $1.12K sold.

Ruedi Wealth Management first reported a position in IVV in Q1 2023 and held it in 3 quarters. The position peaked at $141K in Q1 2023. 3,616 funds tracked by Wall St. Rank hold IVV as of Q2 2025.

Ruedi Wealth Management reported no remaining iShares Core S&P 500 ETF position as of Q2 2025 after selling out during the quarter.
Ruedi Wealth Management sold 2 iShares Core S&P 500 ETF shares in Q2 2025, an estimated $1.12K.
Ruedi Wealth Management first reported a position in iShares Core S&P 500 ETF in Q1 2023 and held it in 3 quarters.
Ruedi Wealth Management's iShares Core S&P 500 ETF position peaked at $141K in Q1 2023.
3,616 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2025.

Based on Ruedi Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.