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IVC Wealth Advisors’s Republic Services RSG Stock Holding History

IVC Wealth Advisors’s Portfolio RSG Stock Details RSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.21M Sell
5,691
-75
-1% -$15.7K 0.47% 39
2026
Q1 		$1.26M Sell
5,766
-273
-5% -$59.9K 0.55% 34
2025
Q4 		$1.28M Sell
6,039
-181
-3% -$39K 0.56% 33
2025
Q3 		$1.43M Buy
6,220
+9
+0.1% +$2.11K 0.64% 28
2025
Q2 		$1.53M Hold
6,211
– – 0.75% 27
2025
Q1 		$1.5M Sell
6,211
-87
-1% -$19.5K 0.81% 25
2024
Q4 		$1.27M Buy
6,298
+8
+0.1% +$1.66K 0.71% 31
2024
Q3 		$1.26M Sell
6,290
-177
-3% -$35.6K 0.69% 35
2024
Q2 		$1.26M Sell
6,467
-530
-8% -$100K 0.7% 34
2024
Q1 		$1.34M Sell
6,997
-30
-0.4% -$5.32K 0.77% 31
2023
Q4 		$1.16M Sell
7,027
-100
-1% -$15.5K 0.72% 32
2023
Q3 		$1.02M Hold
7,127
– – 0.68% 35
2023
Q2 		$1.09M Sell
7,127
-128
-2% -$18.3K 0.69% 36
2023
Q1 		$981K Sell
7,255
-225
-3% -$28.7K 0.7% 34
2022
Q4 		$965K Sell
7,480
-146
-2% -$19.5K 0.71% 39
2022
Q3 		$1.04M Sell
7,626
-30
-0.4% -$4.19K 0.83% 29
2022
Q2 		$1M Sell
7,656
-4,559
-37% -$599K 0.78% 34
2022
Q1 		$1.62M Sell
12,215
-156
-1% -$19.8K 1.06% 19
2021
Q4 		$1.73M Sell
12,371
-938
-7% -$125K 1.11% 16
2021
Q3 		$1.6M Buy
13,309
+564
+4% +$67.5K 1.1% 17
2021
Q2 		$1.4M Sell
12,745
-53
-0.4% -$5.7K 0.99% 23
2021
Q1 		$1.27M Buy
12,798
+243
+2% +$22.8K 1% 25
2020
Q4 		$1.21M Buy
+12,555
New +$1.19M 1.15% 19

Other funds holding RSG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

IVC Wealth Advisors reduced its Republic Services (RSG) stake by 1.3% in Q2 2026, selling an estimated $15.7K and leaving 5,691 shares worth $1.21M. The position accounts for 0.47% of the portfolio, ranked #39.

IVC Wealth Advisors first reported a position in RSG in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.73M in Q4 2021. 1,299 funds tracked by Wall St. Rank hold RSG as of Q2 2026.

  • IVC Wealth Advisors held 5,691 shares of Republic Services worth $1.21M as of Q2 2026.
  • IVC Wealth Advisors sold 75 Republic Services shares in Q2 2026, an estimated $15.7K.
  • Republic Services made up 0.47% of IVC Wealth Advisors's portfolio in Q2 2026, its #39 holding.
  • IVC Wealth Advisors first reported a position in Republic Services in Q4 2020 and has held it in 23 quarters since.
  • IVC Wealth Advisors's Republic Services position peaked at $1.73M in Q4 2021.
  • 1,299 funds tracked by Wall St. Rank held Republic Services as of Q2 2026.

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