Leonard Rickey 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 | $1.33M | Buy |
2,029
+111
| +6% | +$75.8K | 0.23% | 42 |
|
|
2025
Q4 | $1.31M | Sell |
1,918
-9
| -0.5% | -$6.11K | 0.24% | 41 |
|
|
2025
Q3 | $1.29M | Sell |
1,927
-51
| -3% | -$32.8K | 0.24% | 40 |
|
|
2025
Q2 | $1.23M | Buy |
1,978
+26
| +1% | +$14.9K | 0.25% | 40 |
|
|
2025
Q1 | $1.06M | Sell |
1,952
-41
| -2% | -$24.2K | 0.23% | 38 |
|
|
2024
Q4 | $1.17M | Sell |
1,993
-37
| -2% | -$21.9K | 0.27% | 35 |
|
|
2024
Q3 | $1.17M | Sell |
2,030
-77
| -4% | -$42.8K | 0.27% | 38 |
|
|
2024
Q2 | $1.15M | Buy |
2,107
+30
| +1% | +$15.8K | 0.28% | 36 |
|
|
2024
Q1 | $1.09M | Sell |
2,077
-81
| -4% | -$40.5K | 0.28% | 35 |
|
|
2023
Q4 | $1.03M | Sell |
2,158
-21
| -1% | -$9.4K | 0.31% | 35 |
|
|
2023
Q3 | $936K | Sell |
2,179
-140
| -6% | -$62.6K | 0.31% | 36 |
|
|
2023
Q2 | $1.03M | Sell |
2,319
-121
| -5% | -$51K | 0.39% | 29 |
|
|
2023
Q1 | $1M | Sell |
2,440
-383
| -14% | -$154K | 0.39% | 28 |
|
|
2022
Q4 | $1.08M | Sell |
2,823
-15
| -0.5% | -$5.79K | 0.46% | 25 |
|
|
2022
Q3 | $1.02M | Sell |
2,838
-82
| -3% | -$32.7K | 0.48% | 25 |
|
|
2022
Q2 | $1.11M | Buy |
2,920
+7
| +0.2% | +$2.88K | 0.48% | 24 |
|
|
2022
Q1 | $1.32M | Buy |
2,913
+16
| +0.6% | +$7.16K | 0.5% | 24 |
|
|
2021
Q4 | $1.38M | Buy |
2,897
+284
| +11% | +$131K | 0.51% | 24 |
|
|
2021
Q3 | $1.13M | Buy |
2,613
+34
| +1% | +$15.1K | 0.47% | 25 |
|
|
2021
Q2 | $1.13M | Sell |
2,579
-60
| -2% | -$25.1K | 0.49% | 25 |
|
|
2021
Q1 | $1.05M | Buy |
2,639
+193
| +8% | +$74.7K | 0.42% | 26 |
|
|
2020
Q4 | $918K | Buy |
2,446
+44
| +2% | +$15.7K | 0.42% | 26 |
|
|
2020
Q3 | $807K | Sell |
2,402
-27
| -1% | -$8.98K | 0.5% | 24 |
|
|
2020
Q2 | $752K | Sell |
2,429
-11
| -0.5% | -$3.23K | 0.49% | 25 |
|
|
2020
Q1 | $631K | Sell |
2,440
-57
| -2% | -$17.5K | 0.49% | 26 |
|
|
2019
Q4 | $807K | Buy |
2,497
+36
| +1% | +$11.1K | 0.49% | 29 |
|
|
2019
Q3 | $735K | Sell |
2,461
-321
| -12% | -$95.4K | 0.49% | 29 |
|
|
2019
Q2 | $820K | Buy |
2,782
+1,326
| +91% | +$384K | 0.55% | 27 |
|
|
2019
Q1 | $414K | Buy |
1,456
+474
| +48% | +$130K | 0.3% | 36 |
|
|
2018
Q4 | $247K | Buy |
982
+73
| +8% | +$19.8K | 0.2% | 56 |
|
|
2018
Q3 | $266K | Sell |
909
-506
| -36% | -$145K | 0.19% | 55 |
|
|
2018
Q2 | $386K | Sell |
1,415
-109
| -7% | -$29.7K | 0.29% | 38 |
|
|
2018
Q1 | $404K | Buy |
1,524
+38
| +3% | +$10.4K | 0.32% | 37 |
|
|
2017
Q4 | $400K | Buy |
+1,486
| New | +$389K | 0.31% | 40 |
|
Other funds holding IVV
Leonard Rickey Investment Advisors's IVV Position: Q1 2026 in Review
Leonard Rickey Investment Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 5.8% in Q1 2026, buying an estimated $75.8K and bringing the position to 2,029 shares worth $1.33M. The position accounts for 0.23% of the portfolio, ranked #42.
Leonard Rickey Investment Advisors first reported a position in IVV in Q4 2017 and has held it in 34 quarters since. The position peaked at $1.38M in Q4 2021. 3,975 funds tracked by Wall St. Rank hold IVV as of Q1 2026.
- Leonard Rickey Investment Advisors held 2,029 shares of iShares Core S&P 500 ETF worth $1.33M as of Q1 2026.
- Leonard Rickey Investment Advisors bought 111 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $75.8K.
- iShares Core S&P 500 ETF made up 0.23% of Leonard Rickey Investment Advisors's portfolio in Q1 2026, its #42 holding.
- Leonard Rickey Investment Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2017 and has held it in 34 quarters since.
- Leonard Rickey Investment Advisors's iShares Core S&P 500 ETF position peaked at $1.38M in Q4 2021.
- 3,975 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.
Based on Leonard Rickey Investment Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.