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
Q2
$1.31M Sell
1,746
-69
-4% -$50.2K 1.21% 28
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: Q2 2026 in Review

Red Reef Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 3.8% in Q2 2026, selling an estimated $50.2K and leaving 1,746 shares worth $1.31M. The position accounts for 1.21% of the portfolio, ranked #28.

Red Reef Advisors first reported a position in IVV in Q4 2025 and has held it in 3 quarters since. 4,102 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Red Reef Advisors held 1,746 shares of iShares Core S&P 500 ETF worth $1.31M as of Q2 2026.
  • Red Reef Advisors sold 69 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $50.2K.
  • iShares Core S&P 500 ETF made up 1.21% of Red Reef Advisors's portfolio in Q2 2026, its #28 holding.
  • Red Reef Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
  • 4,102 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Red Reef Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.