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 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	-$1.43M	–	135
2022 Q1	$1.43M	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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 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

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

BOF

Bank of Finland Helsinki, Finland $1.54B AUM 15.84% 1-Year Est. Return

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

RVW Wealth's IVV Position: Q2 2026 in Review

RVW Wealth reduced its iShares Core S&P 500 ETF (IVV) stake by 4.6% in Q2 2026, selling an estimated $28.4K and leaving 815 shares worth $610K. The position accounts for 0.04% of the portfolio, ranked #99.

RVW Wealth first reported a position in IVV in Q4 2019 and has held it in 16 quarters since. The position peaked at $1.43M in Q1 2022. 853 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

RVW Wealth held 815 shares of iShares Core S&P 500 ETF worth $610K as of Q2 2026.
RVW Wealth sold 39 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $28.4K.
iShares Core S&P 500 ETF made up 0.04% of RVW Wealth's portfolio in Q2 2026, its #99 holding.
RVW Wealth first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 16 quarters since.
RVW Wealth's iShares Core S&P 500 ETF position peaked at $1.43M in Q1 2022.
853 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on RVW Wealth's 13F filing for Q2 2026, filed 8 Jul 2026.