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 Q2	$738K	Buy	986 +18	+2%	+$13.1K	0.06%	57
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 $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

RW Investment Management's IVV Position: Q2 2026 in Review

RW Investment Management increased its iShares Core S&P 500 ETF (IVV) stake by 1.9% in Q2 2026, buying an estimated $13.1K and bringing the position to 986 shares worth $738K. The position accounts for 0.06% of the portfolio, ranked #57.

RW Investment Management first reported a position in IVV in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.34M in Q2 2023. 4,115 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

RW Investment Management held 986 shares of iShares Core S&P 500 ETF worth $738K as of Q2 2026.
RW Investment Management bought 18 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $13.1K.
iShares Core S&P 500 ETF made up 0.06% of RW Investment Management's portfolio in Q2 2026, its #57 holding.
RW Investment Management first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 14 quarters since.
RW Investment Management's iShares Core S&P 500 ETF position peaked at $1.34M in Q2 2023.
4,115 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on RW Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.