Running Point Capital Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Running Point Capital Advisors’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 Q4	$6.46M	Buy	9,424 +5,313	+129%	+$3.61M	1.76%	15
2025 Q3	$2.75M	Buy	4,111 +762	+23%	+$491K	0.74%	30
2025 Q2	$2.08M	Buy	3,349 +1,515	+83%	+$870K	0.57%	37
2025 Q1	$1.03M	Buy	1,834 +1,379	+303%	+$814K	0.33%	52
2024 Q4	$268K	Buy	455 +68	+18%	+$40.3K	0.09%	91
2024 Q3	$223K	Sell	387 -96	-20%	-$53.4K	0.09%	89
2024 Q2	$264K	Buy	483 +102	+27%	+$53.6K	0.11%	79
2024 Q1	$200K	Buy	381 +59	+18%	+$29.5K	0.09%	92
2023 Q4	$154K	Hold	322	–	–	0.08%	101
2023 Q3	$138K	Hold	322	–	–	0.08%	100
2023 Q2	$144K	Hold	322	–	–	0.08%	101
2023 Q1	$132K	Hold	322	–	–	0.08%	98
2022 Q4	$124K	Hold	322	–	–	0.08%	122
2022 Q3	$115K	Buy	+322	New	+$129K	0.08%	119
2022 Q1	–	Sell	-441	Closed	-$210K	–	219
2021 Q4	$210K	Sell	441 -11,284	-96%	-$5.2M	0.13%	74
2021 Q3	$5.05M	Hold	11,725	–	–	2.24%	15
2021 Q2	$5.04M	Sell	11,725 -779	-6%	-$326K	2.29%	14
2021 Q1	$4.97M	Buy	12,504 +488	+4%	+$189K	2.74%	12
2020 Q4	$4.51M	Buy	+12,016	New	+$4.28M	2.64%	13

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

Running Point Capital Advisors's IVV Position: Q4 2025 in Review

Running Point Capital Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 129% in Q4 2025, buying an estimated $3.61M and bringing the position to 9,424 shares worth $6.46M. The position accounts for 1.76% of the portfolio, ranked #15.

Running Point Capital Advisors first reported a position in IVV in Q4 2020 and has held it in 19 quarters since. 3,999 funds tracked by Wall St. Rank hold IVV as of Q4 2025.

Running Point Capital Advisors held 9,424 shares of iShares Core S&P 500 ETF worth $6.46M as of Q4 2025.
Running Point Capital Advisors bought 5,313 iShares Core S&P 500 ETF shares in Q4 2025, an estimated $3.61M.
iShares Core S&P 500 ETF made up 1.76% of Running Point Capital Advisors's portfolio in Q4 2025, its #15 holding.
Running Point Capital Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 19 quarters since.
3,999 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2025.

Based on Running Point Capital Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.