RAFFA WEALTH MANAGEMENT, LLC’s iShares Core S&P 500 ETF IVV Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$4.59M	Buy	6,132 +2,817	+85%	+$2.05M	0.58%	26
2026 Q1	$2.17M	Buy	3,315 +9	+0.3%	+$6.15K	0.34%	37
2025 Q4	$2.26M	Buy	3,306 +208	+7%	+$141K	0.35%	41
2025 Q3	$2.07M	Buy	3,098 +9	+0.3%	+$5.8K	0.37%	41
2025 Q2	$1.92M	Sell	3,089 -137	-4%	-$78.7K	0.38%	40
2025 Q1	$1.81M	Buy	3,226 +10	+0.3%	+$5.91K	0.41%	38
2024 Q4	$1.89M	Sell	3,216 -2	-0.1%	-$1.18K	0.44%	35
2024 Q3	$1.86M	Sell	3,218 -11,381	-78%	-$6.33M	0.45%	36
2024 Q2	$7.99M	Sell	14,599 -58	-0.4%	-$30.5K	2.27%	8
2024 Q1	$7.71M	Buy	+14,657	New	+$7.33M	2.3%	8
2022 Q4	$115K	Hold	300	–	–	0.05%	74
2022 Q3	$108K	Buy	+300	New	+$120K	0.05%	78
2021 Q4	$143K	Sell	300 -30	-9%	-$13.8K	0.05%	72
2021 Q3	$142K	Hold	330	–	–	0.05%	61
2021 Q2	$142K	Buy	+330	New	+$138K	0.05%	61
2020 Q4	$131K	Buy	+350	New	+$125K	0.05%	80
2020 Q2	$108K	Hold	350	–	–	0.04%	81
2020 Q1	$90.4K	Buy	+350	New	+$107K	0.03%	81
2019 Q3	$104K	Buy	+350	New	+$104K	0.04%	92
2018 Q1	$66.3K	Buy	250 +50	+25%	+$13.8K	0.02%	103
2017 Q4	$53.8K	Buy	+200	New	+$52.4K	0.02%	120
2017 Q1	$59.3K	Buy	+250	New	+$58.5K	0.03%	87
2016 Q3	$65.3K	Buy	+300	New	+$65.3K	0.04%	78
2016 Q1	$62K	Hold	300	–	–	0.04%	81
2015 Q4	$61.5K	Buy	+300	New	+$62K	0.04%	73
2015 Q2	$58K	Hold	280	–	–	0.03%	77
2015 Q1	$58.2K	Hold	280	–	–	0.03%	67
2014 Q4	$57.9K	Hold	280	–	–	0.04%	68
2014 Q3	$55.5K	Hold	280	–	–	0.04%	73
2014 Q2	$55.2K	Hold	280	–	–	0.04%	71
2014 Q1	$52.7K	Hold	280	–	–	0.04%	76
2013 Q4	$57.9K	Buy	+280	New	+$49.8K	0.04%	68

Other funds holding IVV

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

RAFFA WEALTH MANAGEMENT, LLC's IVV Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its iShares Core S&P 500 ETF (IVV) stake by 85% in Q2 2026, buying an estimated $2.05M and bringing the position to 6,132 shares worth $4.59M. The position accounts for 0.58% of the portfolio, ranked #26.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in IVV in Q4 2013 and has held it in 32 quarters since. The position peaked at $7.99M in Q2 2024. 1,636 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 6,132 shares of iShares Core S&P 500 ETF worth $4.59M as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC bought 2,817 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $2.05M.
iShares Core S&P 500 ETF made up 0.58% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #26 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in iShares Core S&P 500 ETF in Q4 2013 and has held it in 32 quarters since.
RAFFA WEALTH MANAGEMENT, LLC's iShares Core S&P 500 ETF position peaked at $7.99M in Q2 2024.
1,636 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.