Edgemoor Investment 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
Q1 | $4.79M | Buy |
7,338
+8
| +0.1% | +$5.46K | 0.38% | 50 |
|
|
2025
Q4 | $5.02M | Sell |
7,330
-2,138
| -23% | -$1.45M | 0.39% | 49 |
|
|
2025
Q3 | $6.34M | Buy |
9,468
+2,169
| +30% | +$1.4M | 0.49% | 46 |
|
|
2025
Q2 | $4.53M | Buy |
7,299
+1
| +0% | +$574 | 0.39% | 51 |
|
|
2025
Q1 | $4.1M | Hold |
7,298
| – | – | 0.38% | 54 |
|
|
2024
Q4 | $4.3M | Sell |
7,298
-3
| -0% | -$1.78K | 0.38% | 53 |
|
|
2024
Q3 | $4.21M | Buy |
7,301
+410
| +6% | +$228K | 0.37% | 52 |
|
|
2024
Q2 | $3.77M | Buy |
6,891
+110
| +2% | +$57.8K | 0.35% | 53 |
|
|
2024
Q1 | $3.56M | Hold |
6,781
| – | – | 0.34% | 56 |
|
|
2023
Q4 | $3.24M | Buy |
6,781
+2,250
| +50% | +$1.01M | 0.34% | 60 |
|
|
2023
Q3 | $1.95M | Buy |
4,531
+3,335
| +279% | +$1.49M | 0.23% | 70 |
|
|
2023
Q2 | $533K | Buy |
1,196
+117
| +11% | +$49.3K | 0.06% | 109 |
|
|
2023
Q1 | $444K | Sell |
1,079
-853
| -44% | -$342K | 0.05% | 112 |
|
|
2022
Q4 | $742K | Buy |
1,932
+853
| +79% | +$329K | 0.09% | 96 |
|
|
2022
Q3 | $387K | Hold |
1,079
| – | – | 0.05% | 110 |
|
|
2022
Q2 | $409K | Buy |
1,079
+139
| +15% | +$57.2K | 0.05% | 114 |
|
|
2022
Q1 | $426K | Buy |
940
+125
| +15% | +$55.9K | 0.04% | 117 |
|
|
2021
Q4 | $389K | Hold |
815
| – | – | 0.04% | 111 |
|
|
2021
Q3 | $351K | Hold |
815
| – | – | 0.04% | 103 |
|
|
2021
Q2 | $350K | Hold |
815
| – | – | 0.03% | 103 |
|
|
2021
Q1 | $324K | Buy |
815
+27
| +3% | +$10.5K | 0.03% | 104 |
|
|
2020
Q4 | $296K | Hold |
788
| – | – | 0.03% | 105 |
|
|
2020
Q3 | $265K | Buy |
788
+82
| +12% | +$27.3K | 0.03% | 110 |
|
|
2020
Q2 | $219K | Buy |
+706
| New | +$207K | 0.03% | 112 |
|
|
2020
Q1 | – | Sell |
-706
| Closed | -$228K | – | 123 |
|
|
2019
Q4 | $228K | Hold |
706
| – | – | 0.03% | 126 |
|
|
2019
Q3 | $211K | Buy |
+706
| New | +$210K | 0.03% | 128 |
|
|
2017
Q4 | – | Sell |
-1,550
| Closed | -$392K | – | 149 |
|
|
2017
Q3 | $392K | Buy |
1,550
+51
| +3% | +$12.7K | 0.05% | 105 |
|
|
2017
Q2 | $365K | Buy |
+1,499
| New | +$362K | 0.05% | 110 |
|
|
2016
Q1 | – | Sell |
-1,011
| Closed | -$207K | – | 128 |
|
|
2015
Q4 | $207K | Sell |
1,011
-1,177
| -54% | -$243K | 0.03% | 132 |
|
|
2015
Q3 | $422K | Buy |
2,188
+18
| +0.8% | +$3.67K | 0.06% | 110 |
|
|
2015
Q2 | $450K | Hold |
2,170
| – | – | 0.07% | 108 |
|
|
2015
Q1 | $451K | Hold |
2,170
| – | – | 0.06% | 104 |
|
|
2014
Q4 | $449K | Buy |
2,170
+1,024
| +89% | +$207K | 0.07% | 105 |
|
|
2014
Q3 | $227K | Hold |
1,146
| – | – | 0.03% | 127 |
|
|
2014
Q2 | $226K | Buy |
+1,146
| New | +$219K | 0.03% | 127 |
|
Other funds holding IVV
Edgemoor Investment Advisors's IVV Position: Q1 2026 in Review
Edgemoor Investment Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 0.11% in Q1 2026, buying an estimated $5.46K and bringing the position to 7,338 shares worth $4.79M. The position accounts for 0.38% of the portfolio, ranked #50.
Edgemoor Investment Advisors first reported a position in IVV in Q2 2014 and has held it in 35 quarters since. The position peaked at $6.34M in Q3 2025. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.
- Edgemoor Investment Advisors held 7,338 shares of iShares Core S&P 500 ETF worth $4.79M as of Q1 2026.
- Edgemoor Investment Advisors bought 8 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $5.46K.
- iShares Core S&P 500 ETF made up 0.38% of Edgemoor Investment Advisors's portfolio in Q1 2026, its #50 holding.
- Edgemoor Investment Advisors first reported a position in iShares Core S&P 500 ETF in Q2 2014 and has held it in 35 quarters since.
- Edgemoor Investment Advisors's iShares Core S&P 500 ETF position peaked at $6.34M in Q3 2025.
- 3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.
Based on Edgemoor Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.