Ruedi Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
Ruedi Wealth Management's IVV Position: Q2 2026 in Review
Ruedi Wealth Management opened a new position in iShares Core S&P 500 ETF (IVV) in Q2 2026: 368 shares worth $276K. The stake represents 0.06% of the portfolio and ranks #57 among its holdings. This is a return to the name: Ruedi Wealth Management previously reported a position in IVV as recently as Q1 2025.
Ruedi Wealth Management first reported a position in IVV in Q1 2023 and has held it in 4 quarters since. 4,107 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Ruedi Wealth Management held 368 shares of iShares Core S&P 500 ETF worth $276K as of Q2 2026.
- iShares Core S&P 500 ETF was a new Ruedi Wealth Management position in Q2 2026.
- iShares Core S&P 500 ETF made up 0.06% of Ruedi Wealth Management's portfolio in Q2 2026, its #57 holding.
- Ruedi Wealth Management first reported a position in iShares Core S&P 500 ETF in Q1 2023 and has held it in 4 quarters since.
- 4,107 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Ruedi Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.