IVC Wealth Advisors’s Rio Tinto RIO Stock Holding History

IVC Wealth Advisors’s Portfolio RIO Stock Details RIO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.03M	Sell	10,827 -228	-2%	-$23.1K	0.4%	49
2026 Q1	$1.03M	Buy	11,055 +92	+0.8%	+$8.39K	0.45%	43
2025 Q4	$877K	Buy	10,963 +129	+1%	+$9.29K	0.38%	50
2025 Q3	$715K	Buy	10,834 +567	+6%	+$35.1K	0.32%	62
2025 Q2	$599K	Sell	10,267 -64	-0.6%	-$3.78K	0.29%	64
2025 Q1	$621K	Buy	10,331 +127	+1%	+$7.82K	0.33%	65
2024 Q4	$600K	Buy	10,204 +618	+6%	+$39.5K	0.34%	62
2024 Q3	$682K	Sell	9,586 -166	-2%	-$10.7K	0.37%	63
2024 Q2	$643K	Buy	9,752 +852	+10%	+$58K	0.36%	64
2024 Q1	$567K	Sell	8,900 -56	-0.6%	-$3.75K	0.33%	70
2023 Q4	$667K	Buy	8,956 +116	+1%	+$7.78K	0.41%	60
2023 Q3	$563K	Buy	8,840 +5,204	+143%	+$332K	0.38%	69
2023 Q2	$232K	Buy	+3,636	New	+$234K	0.15%	129

Other funds holding RIO

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

IVC Wealth Advisors's RIO Position: Q2 2026 in Review

IVC Wealth Advisors reduced its Rio Tinto (RIO) stake by 2.1% in Q2 2026, selling an estimated $23.1K and leaving 10,827 shares worth $1.03M. The position accounts for 0.4% of the portfolio, ranked #49.

IVC Wealth Advisors first reported a position in RIO in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.03M in Q1 2026. 963 funds tracked by Wall St. Rank hold RIO as of Q2 2026.

IVC Wealth Advisors held 10,827 shares of Rio Tinto worth $1.03M as of Q2 2026.
IVC Wealth Advisors sold 228 Rio Tinto shares in Q2 2026, an estimated $23.1K.
Rio Tinto made up 0.4% of IVC Wealth Advisors's portfolio in Q2 2026, its #49 holding.
IVC Wealth Advisors first reported a position in Rio Tinto in Q2 2023 and has held it in 13 quarters since.
IVC Wealth Advisors's Rio Tinto position peaked at $1.03M in Q1 2026.
963 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2026.

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