SEC 13F Intelligence

Rezny Wealth Management, Inc. / IVV

Rezny Wealth Management, Inc.’s Ishares Tr Position

Does Rezny Wealth Management, Inc. own Ishares Tr (IVV)? Yes — 200.6K shares worth $132M (+28.40% of its 13F portfolio) as of Q1 2026.

Position Value
$132M
Q1 2026
Shares
200.6K
% of Portfolio
+28.40%
Quarters Held
30
currently held

Position History IVV

Reported value by quarter
Q4 ’18: $50MQ4 ’18Q1 ’19: $57MQ2 ’19: $64MQ3 ’19: $64MQ4 ’19: $71MQ4 ’19Q1 ’20: $0Q2 ’20: $71MQ3 ’20: $79MQ4 ’20: $88MQ4 ’20Q1 ’21: $84MQ2 ’21: $93MQ3 ’21: $91MQ4 ’21: $102MQ4 ’21Q1 ’22: $195MQ2 ’22: $81MQ3 ’22: $77MQ4 ’22: $81MQ4 ’22Q1 ’23: $72MQ2 ’23: $79MQ3 ’23: $74MQ4 ’23: $94MQ4 ’23Q1 ’24: $102MQ2 ’24: $116MQ3 ’24: $122MQ4 ’24: $124MQ4 ’24Q1 ’25: $112MQ2 ’25: $125MQ3 ’25: $133MQ4 ’25: $137MQ4 ’25Q1 ’26: $132Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026200.6K$132M+28.40%
Q4 2025200.6K$137M+27.70%
Q3 2025198.4K$133M+27.71%
Q2 2025201.5K$125M+28.21%
Q1 2025199.1K$112M+28.97%
Q4 2024210.2K$124M+30.39%
Q3 2024211.7K$122M+30.78%
Q2 2024211.4K$116M+30.94%
Q1 2024194.6K$102M+29.59%
Q4 2023197.8K$94M+30.09%
Q3 2023171.8K$74M+25.98%
Q2 2023177.4K$79M+26.64%
Q1 2023174.9K$72M+26.52%
Q4 2022211.5K$81M+31.21%
Q3 2022214.8K$77M+31.26%
Q2 2022212.7K$81M+31.08%
Q1 2022430.5K$195M+31.89%
Q4 2021213.6K$102M+31.60%
Q3 2021211.7K$91M+30.92%
Q2 2021217.0K$93M+32.57%
Q1 2021211.8K$84M+32.85%
Q4 2020233.6K$88M+36.59%
Q3 2020234.2K$79M+36.48%
Q2 2020229.8K$71M+36.46%
Q1 2020222.4K$00.00%
Q4 2019218.2K$71M+36.43%
Q3 2019215.7K$64M+37.14%
Q2 2019218.1K$64M+38.71%
Q1 2019200.7K$57M+34.69%
Q4 2018197.4K$50M+34.60%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Rezny Wealth Management, Inc.’s full portfolio or all institutional holders of IVV.