Doliver Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $16.1M | Buy |
21,445
+43
| +0.2% | +$31.3K | 3.63% | 4 |
|
|
2026
Q1 | $14M | Buy |
21,402
+777
| +4% | +$531K | 3.18% | 4 |
|
|
2025
Q4 | $14.1M | Sell |
20,625
-1,035
| -5% | -$703K | 3.54% | 4 |
|
|
2025
Q3 | $14.5M | Buy |
21,660
+1,428
| +7% | +$920K | 3.75% | 4 |
|
|
2025
Q2 | $12.6M | Buy |
20,232
+122
| +0.6% | +$70K | 3.44% | 4 |
|
|
2025
Q1 | $11.3M | Buy |
20,110
+304
| +2% | +$180K | 3.18% | 4 |
|
|
2024
Q4 | $11.7M | Buy |
19,806
+3,052
| +18% | +$1.81M | 3.24% | 4 |
|
|
2024
Q3 | $9.66M | Sell |
16,754
-83
| -0.5% | -$46.1K | 2.65% | 4 |
|
|
2024
Q2 | $9.21M | Buy |
16,837
+3,102
| +23% | +$1.63M | 2.57% | 4 |
|
|
2024
Q1 | $7.22M | Sell |
13,735
-483
| -3% | -$242K | 2.03% | 6 |
|
|
2023
Q4 | $6.79M | Sell |
14,218
-70
| -0.5% | -$31.3K | 2.08% | 5 |
|
|
2023
Q3 | $6.14M | Buy |
14,288
+2,292
| +19% | +$1.03M | 1.85% | 5 |
|
|
2023
Q2 | $5.35M | Buy |
11,996
+1,600
| +15% | +$674K | 1.63% | 5 |
|
|
2023
Q1 | $4.27M | Sell |
10,396
-129
| -1% | -$51.7K | 1.34% | 6 |
|
|
2022
Q4 | $4.04M | Sell |
10,525
-2,395
| -19% | -$924K | 1.33% | 6 |
|
|
2022
Q3 | $4.63M | Buy |
12,920
+271
| +2% | +$108K | 1.71% | 6 |
|
|
2022
Q2 | $4.8M | Sell |
12,649
-1,440
| -10% | -$592K | 1.7% | 6 |
|
|
2022
Q1 | $6.39M | Buy |
+14,089
| New | +$6.3M | 2.02% | 5 |
|
|
2021
Q2 | – | Sell |
-38,713
| Closed | -$15.4M | – | 148 |
|
|
2021
Q1 | $15.4M | Sell |
38,713
-11,281
| -23% | -$4.37M | 5.73% | 3 |
|
|
2020
Q4 | $18.8M | Sell |
49,994
-27,817
| -36% | -$9.9M | 8.3% | 3 |
|
|
2020
Q3 | $26.1M | Sell |
77,811
-16,303
| -17% | -$5.43M | 13.26% | 2 |
|
|
2020
Q2 | $29.1M | Sell |
94,114
-5,440
| -5% | -$1.6M | 13.03% | 2 |
|
|
2020
Q1 | $28.7M | Sell |
99,554
-25,963
| -21% | -$7.96M | 14.18% | 2 |
|
|
2019
Q4 | $40.6M | Sell |
125,517
-19,554
| -13% | -$6.05M | 16.04% | 2 |
|
|
2019
Q3 | $43.6M | Sell |
145,071
-17,474
| -11% | -$5.19M | 17.52% | 2 |
|
|
2019
Q2 | $47.9M | Buy |
162,545
+24,950
| +18% | +$7.23M | 18.89% | 2 |
|
|
2019
Q1 | $39.2M | Buy |
137,595
+13,421
| +11% | +$3.67M | 15.82% | 2 |
|
|
2018
Q4 | $31.2M | Buy |
124,174
+27,725
| +29% | +$7.53M | 15.33% | 2 |
|
|
2018
Q3 | $28.2M | Buy |
96,449
+64,166
| +199% | +$18.4M | 11.63% | 2 |
|
|
2018
Q2 | $8.81M | Buy |
32,283
+49
| +0.2% | +$13.3K | 3.69% | 2 |
|
|
2018
Q1 | $8.55M | Buy |
32,234
+860
| +3% | +$237K | 3.73% | 2 |
|
|
2017
Q4 | $8.44M | Hold |
31,374
| – | – | 3.38% | 2 |
|
|
2017
Q3 | $7.93M | Buy |
31,374
+1,324
| +4% | +$329K | 3.57% | 2 |
|
|
2017
Q2 | $7.31M | Buy |
30,050
+7,593
| +34% | +$1.83M | 3.53% | 2 |
|
|
2017
Q1 | $5.33M | Buy |
+22,457
| New | +$5.25M | 4.19% | 1 |
|
Other funds holding IVV
AG
PAS
JIC
NFA
Doliver Advisors's IVV Position: Q2 2026 in Review
Doliver Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 0.2% in Q2 2026, buying an estimated $31.3K and bringing the position to 21,445 shares worth $16.1M. The position accounts for 3.63% of the portfolio, ranked #4.
Doliver Advisors first reported a position in IVV in Q1 2017 and has held it in 35 quarters since. The position peaked at $47.9M in Q2 2019. 2,171 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Doliver Advisors held 21,445 shares of iShares Core S&P 500 ETF worth $16.1M as of Q2 2026.
- Doliver Advisors bought 43 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $31.3K.
- iShares Core S&P 500 ETF made up 3.63% of Doliver Advisors's portfolio in Q2 2026, its #4 holding.
- Doliver Advisors first reported a position in iShares Core S&P 500 ETF in Q1 2017 and has held it in 35 quarters since.
- Doliver Advisors's iShares Core S&P 500 ETF position peaked at $47.9M in Q2 2019.
- 2,171 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Doliver Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.