RW Investment Management’s iShares Core S&P 500 ETF IVV Stock Holding History

RW Investment 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
2026 Q1	$632K	Buy	+968	New	+$661K	0.06%	62
2025 Q3	$579K	Hold	865	–	–	0.06%	60
2025 Q2	$537K	Sell	865 -35	-4%	-$20.1K	0.06%	60
2025 Q1	$506K	Sell	900 -426	-32%	-$252K	0.06%	58
2024 Q4	$781K	Sell	1,326 -843	-39%	-$499K	0.1%	46
2024 Q3	$1.25M	Hold	2,169	–	–	0.16%	33
2024 Q2	$1.19M	Sell	2,169 -4	-0.2%	-$2.1K	0.16%	28
2024 Q1	$1.14M	Buy	2,173 +4	+0.2%	+$2K	0.16%	28
2023 Q4	$1.04M	Sell	2,169 -828	-28%	-$371K	0.16%	27
2023 Q3	$1.29M	Hold	2,997	–	–	0.23%	25
2023 Q2	$1.34M	Sell	2,997 -25	-0.8%	-$10.5K	0.28%	23
2023 Q1	$1.24M	Sell	3,022 -17	-0.6%	-$6.82K	0.35%	25
2022 Q4	$1.17M	Buy	+3,039	New	+$1.17M	0.46%	22

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

RW Investment Management's IVV Position: Q1 2026 in Review

RW Investment Management opened a new position in iShares Core S&P 500 ETF (IVV) in Q1 2026: 968 shares worth $632K. The stake represents 0.06% of the portfolio and ranks #62 among its holdings. This is a return to the name: RW Investment Management previously reported a position in IVV as recently as Q3 2025.

RW Investment Management first reported a position in IVV in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.34M in Q2 2023. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

RW Investment Management held 968 shares of iShares Core S&P 500 ETF worth $632K as of Q1 2026.
iShares Core S&P 500 ETF was a new RW Investment Management position in Q1 2026.
iShares Core S&P 500 ETF made up 0.06% of RW Investment Management's portfolio in Q1 2026, its #62 holding.
RW Investment Management first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 13 quarters since.
RW Investment Management's iShares Core S&P 500 ETF position peaked at $1.34M in Q2 2023.
3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on RW Investment Management's 13F filing for Q1 2026, filed 28 Apr 2026.