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B. Riley Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

B. Riley Wealth Advisors’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 		$44.4M Buy
59,644
+5,977
+11% +$4.35M 2.38% 3
2026
Q1 		$34.1M Sell
53,667
-6,754
-11% -$4.61M 2.16% 3
2025
Q4 		$41.4M Sell
60,421
-1,650
-3% -$1.12M 1.91% 7
2025
Q3 		$41.5M Buy
62,071
+2,817
+5% +$1.81M 1.92% 7
2025
Q2 		$36.8M Buy
+59,254
New +$34M 1.73% 8
2024
Q4 		$70.5M Sell
119,684
-85,654
-42% -$50.7M 2.31% 5
2024
Q3 		$118M Sell
205,338
-7,668
-4% -$4.26M 3.27% 3
2024
Q2 		$117M Sell
213,006
-51,657
-20% -$27.2M 2.97% 4
2024
Q1 		$114M Buy
264,663
+19,295
+8% +$9.65M 3.09% 2
2023
Q4 		$117M Sell
245,368
-19,295
-7% -$8.64M 3.16% 2
2023
Q3 		$114M Buy
264,663
+15,225
+6% +$6.81M 3.09% 2
2023
Q2 		$111M Buy
249,438
+38,323
+18% +$16.2M 2.49% 3
2023
Q1 		$86.8M Buy
211,115
+14,873
+8% +$5.96M 2.31% 3
2022
Q4 		$75.4M Sell
196,242
-8,858
-4% -$3.42M 2.11% 2
2022
Q3 		$73.6M Buy
205,100
+45,983
+29% +$18.4M 2.22% 3
2022
Q2 		$60.3M Sell
159,117
-28,836
-15% -$11.9M 2.54% 3
2022
Q1 		$85.3M Sell
187,953
-7,119
-4% -$3.18M 2.79% 2
2021
Q4 		$93M Buy
195,072
+38,992
+25% +$18M 2.68% 3
2021
Q3 		$67.2M Buy
156,080
+21,924
+16% +$9.72M 2.14% 3
2021
Q2 		$57.7M Buy
134,156
+5,983
+5% +$2.51M 1.87% 4
2021
Q1 		$51M Buy
128,173
+62,689
+96% +$24.3M 1.8% 4
2020
Q4 		$24.6M Sell
65,484
-24,816
-27% -$8.83M 1.31% 8
2020
Q3 		$30.3M Buy
90,300
+26,129
+41% +$8.7M 1.61% 6
2020
Q2 		$19.9M Sell
64,171
-32,866
-34% -$9.65M 1.33% 7
2020
Q1 		$25.1M Buy
97,037
+32,070
+49% +$9.83M 2.14% 4
2019
Q4 		$21M Buy
64,967
+15,567
+32% +$4.82M 1.79% 4
2019
Q3 		$14.7M Buy
49,400
+26,481
+116% +$7.87M 1.45% 10
2019
Q2 		$6.76M Buy
22,919
+1,625
+8% +$471K 0.74% 23
2019
Q1 		$6.06M Buy
21,294
+2,585
+14% +$707K 0.76% 23
2018
Q4 		$4.71M Buy
18,709
+11,879
+174% +$3.23M 0.67% 32
2018
Q3 		$2M Buy
6,830
+1,778
+35% +$510K 0.24% 93
2018
Q2 		$1.38M Buy
5,052
+1,491
+42% +$406K 0.18% 139
2018
Q1 		$945K Buy
3,561
+1,255
+54% +$345K 0.13% 177
2017
Q4 		$620K Sell
2,306
-30
-1% -$7.86K 0.08% 262
2017
Q3 		$591K Buy
2,336
+954
+69% +$237K 0.1% 229
2017
Q2 		$337K Buy
1,382
+264
+24% +$63.7K 0.06% 332
2017
Q1 		$266K Buy
+1,118
New +$261K 0.05% 383
2016
Q2 		– Sell
-2,750
Closed -$568K – 634
2016
Q1 		$568K Sell
2,750
-6,262
-69% -$1.23M 0.13% 194
2015
Q4 		$1.85M Buy
9,012
+4,912
+120% +$1.01M 0.37% 65
2015
Q3 		$790K Buy
4,100
+629
+18% +$128K 0.19% 141
2015
Q2 		$721K Sell
3,471
-2,858
-45% -$605K 0.18% 155
2015
Q1 		$1.32M Sell
6,329
-1,151
-15% -$239K 0.32% 79
2014
Q4 		$1.55K Sell
7,480
-871
-10% -$176K 0.03% 626
2014
Q3 		$1.66M Sell
8,351
-13,317
-61% -$2.65M 0.43% 42
2014
Q2 		$2.25M Sell
21,668
-6,587
-23% -$1.26M 0.53% 28
2014
Q1 		$5.32M Sell
28,255
-2,528
-8% -$467K 1.61% 2
2013
Q4 		$5.71M Buy
+30,783
New +$5.48M 1.83% 3
2013
Q3 		– Sell
-39,298
Closed -$6.32M – 708
2013
Q2 		$6.32M Buy
+39,298
New +$6.36M 2.15% 3

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
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
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
Cambridge Investment Research Advisors
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

B. Riley Wealth Advisors's IVV Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 11% in Q2 2026, buying an estimated $4.35M and bringing the position to 59,644 shares worth $44.4M. The position accounts for 2.38% of the portfolio, ranked #3.

B. Riley Wealth Advisors first reported a position in IVV in Q2 2013 and has held it in 48 quarters since. The position peaked at $118M in Q3 2024. 1,618 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • B. Riley Wealth Advisors held 59,644 shares of iShares Core S&P 500 ETF worth $44.4M as of Q2 2026.
  • B. Riley Wealth Advisors bought 5,977 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $4.35M.
  • iShares Core S&P 500 ETF made up 2.38% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #3 holding.
  • B. Riley Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q2 2013 and has held it in 48 quarters since.
  • B. Riley Wealth Advisors's iShares Core S&P 500 ETF position peaked at $118M in Q3 2024.
  • 1,618 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.