Eldridge 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 | $25.5M | Sell |
39,024
-511
| -1% | -$349K | 5.59% | 3 |
|
|
2025
Q4 | $27.1M | Sell |
39,535
-349
| -0.9% | -$237K | 5.96% | 3 |
|
|
2025
Q3 | $26.7M | Sell |
39,884
-16,701
| -30% | -$10.8M | 6.08% | 3 |
|
|
2025
Q2 | $35.1M | Sell |
56,585
-237
| -0.4% | -$136K | 7.35% | 2 |
|
|
2025
Q1 | $31.9M | Sell |
56,822
-2,403
| -4% | -$1.42M | 7.35% | 2 |
|
|
2024
Q4 | $34.9M | Sell |
59,225
-1,174
| -2% | -$695K | 8.11% | 2 |
|
|
2024
Q3 | $34.8M | Sell |
60,399
-1,605
| -3% | -$892K | 8.18% | 2 |
|
|
2024
Q2 | $33.9M | Sell |
62,004
-1,802
| -3% | -$948K | 8.55% | 1 |
|
|
2024
Q1 | $33.5M | Sell |
63,806
-14,831
| -19% | -$7.42M | 8.61% | 1 |
|
|
2023
Q4 | $37.6M | Buy |
78,637
+2,581
| +3% | +$1.16M | 9.84% | 1 |
|
|
2023
Q3 | $32.7M | Sell |
76,056
-4,500
| -6% | -$2.01M | 10.84% | 1 |
|
|
2023
Q2 | $35.9M | Sell |
80,556
-9,755
| -11% | -$4.11M | 11.74% | 1 |
|
|
2023
Q1 | $37.1M | Sell |
90,311
-72
| -0.1% | -$28.9K | 12.86% | 1 |
|
|
2022
Q4 | $34.7M | Sell |
90,383
-11,563
| -11% | -$4.46M | 12.15% | 1 |
|
|
2022
Q3 | $36.6M | Sell |
101,946
-2,146
| -2% | -$857K | 14.17% | 1 |
|
|
2022
Q2 | $39.5M | Sell |
104,092
-4,287
| -4% | -$1.76M | 14.86% | 1 |
|
|
2022
Q1 | $49.2M | Sell |
108,379
-3,281
| -3% | -$1.47M | 16.63% | 1 |
|
|
2021
Q4 | $53.3M | Buy |
111,660
+2,461
| +2% | +$1.13M | 17.59% | 1 |
|
|
2021
Q3 | $47M | Sell |
109,199
-1,519
| -1% | -$673K | 16.76% | 1 |
|
|
2021
Q2 | $47.6M | Buy |
110,718
+1,099
| +1% | +$460K | 17.23% | 1 |
|
|
2021
Q1 | $43.6M | Sell |
109,619
-4,015
| -4% | -$1.55M | 16.82% | 1 |
|
|
2020
Q4 | $42.7M | Sell |
113,634
-3,335
| -3% | -$1.19M | 17.81% | 1 |
|
|
2020
Q3 | $39.3M | Sell |
116,969
-925
| -0.8% | -$308K | 18.5% | 1 |
|
|
2020
Q2 | $36.5M | Sell |
117,894
-4,906
| -4% | -$1.44M | 18.17% | 1 |
|
|
2020
Q1 | $31.7M | Sell |
122,800
-379
| -0.3% | -$116K | 18.04% | 1 |
|
|
2019
Q4 | $39.8M | Sell |
123,179
-7,161
| -5% | -$2.22M | 19.48% | 1 |
|
|
2019
Q3 | $38.9M | Sell |
130,340
-10,936
| -8% | -$3.25M | 20.08% | 1 |
|
|
2019
Q2 | $41.6M | Buy |
141,276
+455
| +0.3% | +$132K | 22.2% | 1 |
|
|
2019
Q1 | $40.1M | Buy |
140,821
+9,065
| +7% | +$2.48M | 21.57% | 1 |
|
|
2018
Q4 | $33.2M | Buy |
131,756
+20,000
| +18% | +$5.43M | 20.48% | 1 |
|
|
2018
Q3 | $32.7M | Buy |
111,756
+6,832
| +7% | +$1.96M | 20.94% | 1 |
|
|
2018
Q2 | $28.6M | Sell |
104,924
-13,517
| -11% | -$3.68M | 20.28% | 1 |
|
|
2018
Q1 | $31.4M | Sell |
118,441
-4,695
| -4% | -$1.29M | 23.53% | 1 |
|
|
2017
Q4 | $33.3M | Buy |
+123,136
| New | +$32.2M | 25.64% | 1 |
|
Other funds holding IVV
Eldridge Investment Advisors's IVV Position: Q1 2026 in Review
Eldridge Investment Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 1.3% in Q1 2026, selling an estimated $349K and leaving 39,024 shares worth $25.5M. The position accounts for 5.59% of the portfolio, ranked #3.
Eldridge Investment Advisors first reported a position in IVV in Q4 2017 and has held it in 34 quarters since. The position peaked at $53.3M in Q4 2021. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.
- Eldridge Investment Advisors held 39,024 shares of iShares Core S&P 500 ETF worth $25.5M as of Q1 2026.
- Eldridge Investment Advisors sold 511 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $349K.
- iShares Core S&P 500 ETF made up 5.59% of Eldridge Investment Advisors's portfolio in Q1 2026, its #3 holding.
- Eldridge Investment Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2017 and has held it in 34 quarters since.
- Eldridge Investment Advisors's iShares Core S&P 500 ETF position peaked at $53.3M in Q4 2021.
- 3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.
Based on Eldridge Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.