Red Reef 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
$1.19M Buy
1,815
+155
+9% +$106K 1.24% 24
2025
Q4
$1.14M Buy
+1,660
New +$1.13M 1.16% 25

Other funds holding IVV

Red Reef Advisors's IVV Position: Q1 2026 in Review

Red Reef Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 9.3% in Q1 2026, buying an estimated $106K and bringing the position to 1,815 shares worth $1.19M. The position accounts for 1.24% of the portfolio, ranked #24.

Red Reef Advisors first reported a position in IVV in Q4 2025 and has held it in 2 quarters since. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Red Reef Advisors held 1,815 shares of iShares Core S&P 500 ETF worth $1.19M as of Q1 2026.
  • Red Reef Advisors bought 155 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $106K.
  • iShares Core S&P 500 ETF made up 1.24% of Red Reef Advisors's portfolio in Q1 2026, its #24 holding.
  • Red Reef Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 2 quarters since.
  • 3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Red Reef Advisors's 13F filing for Q1 2026, filed 12 May 2026.