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

RVW Wealth’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 Q3	$601K	Sell	784 -31	-4%	-$23.7K	0.04%	107
2026 Q2	$610K	Sell	815 -39	-5%	-$28.4K	0.04%	99
2026 Q1	$558K	Buy	854 +102	+14%	+$69.7K	0.04%	105
2025 Q4	$515K	Sell	752 -151	-17%	-$103K	0.04%	107
2025 Q3	$604K	Sell	903 -27	-3%	-$17.4K	0.05%	92
2025 Q2	$577K	Hold	930	–	–	0.05%	89
2025 Q1	$523K	Buy	930 +188	+25%	+$111K	0.05%	87
2024 Q4	$437K	Sell	742 -79	-10%	-$46.8K	0.04%	99
2024 Q3	$474K	Sell	821 -20	-2%	-$11.1K	0.04%	96
2024 Q2	$460K	Buy	841 +33	+4%	+$17.4K	0.05%	94
2024 Q1	$425K	Hold	808	–	–	0.04%	97
2023 Q4	$386K	Hold	808	–	–	0.04%	105
2023 Q3	$347K	Hold	808	–	–	0.04%	104
2023 Q2	$360K	Buy	+808	New	+$341K	0.04%	106
2022 Q2	–	Sell	-3,141	Closed	-$1.42M	–	135
2022 Q1	$1.42M	Buy	+3,141	New	+$1.4M	0.16%	64
2020 Q2	–	Sell	-998	Closed	-$258K	–	101
2020 Q1	$258K	Buy	998 +365	+58%	+$112K	0.06%	84
2019 Q4	$205K	Buy	+633	New	+$196K	0.04%	73

Other funds holding IVV

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Alaska Permanent Fund Juneau, Alaska $1.27B AUM 16.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

RVW Wealth's IVV Position: Q3 2026 in Review

RVW Wealth reduced its iShares Core S&P 500 ETF (IVV) stake by 3.8% in Q3 2026, selling an estimated $23.7K and leaving 784 shares worth $601K. The position accounts for 0.04% of the portfolio, ranked #107.

RVW Wealth first reported a position in IVV in Q4 2019 and has held it in 17 quarters since. The position peaked at $1.42M in Q1 2022. 1,175 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

RVW Wealth held 784 shares of iShares Core S&P 500 ETF worth $601K as of Q3 2026.
RVW Wealth sold 31 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $23.7K.
iShares Core S&P 500 ETF made up 0.04% of RVW Wealth's portfolio in Q3 2026, its #107 holding.
RVW Wealth first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 17 quarters since.
RVW Wealth's iShares Core S&P 500 ETF position peaked at $1.42M in Q1 2022.
1,175 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on RVW Wealth's 13F filing for Q3 2026, filed 6 Oct 2026.