R2 Capital Strategies, LLC’s iShares Core S&P 500 ETF IVV Stock Holding History

R2 Capital Strategies, 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	$1.94M	Buy	+2,596	New	+$1.89M	0.88%	30

Other funds holding IVV

Wealth Enhancement Advisory Services

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

Envestnet Portfolio Solutions

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

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

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

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

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

R2 Capital Strategies, LLC's IVV Position: Q2 2026 in Review

R2 Capital Strategies, LLC opened a new position in iShares Core S&P 500 ETF (IVV) in Q2 2026: 2,596 shares worth $1.94M. The stake represents 0.88% of the portfolio and ranks #30 among its holdings.

1,526 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

R2 Capital Strategies, LLC held 2,596 shares of iShares Core S&P 500 ETF worth $1.94M as of Q2 2026.
iShares Core S&P 500 ETF was a new R2 Capital Strategies, LLC position in Q2 2026.
iShares Core S&P 500 ETF made up 0.88% of R2 Capital Strategies, LLC's portfolio in Q2 2026, its #30 holding.
1,526 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on R2 Capital Strategies, LLC's 13F filing for Q2 2026, filed 23 Jul 2026.