Rice Partnership’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
$95.4K Buy
146
+34
+30% +$23.2K 0.01% 131
2025
Q4
$76.7K Sell
112
-34
-23% -$23.1K 0.01% 136
2025
Q3
$97.7K Buy
146
+34
+30% +$21.9K 0.01% 132
2025
Q2
$69.5K Buy
112
+92
+460% +$52.8K 0.01% 130
2025
Q1
$11.2K Sell
20
-196
-91% -$116K ﹤0.01% 138
2024
Q4
$127K Buy
216
+32
+17% +$18.9K 0.02% 113
2024
Q3
$106K Hold
184
0.02% 114
2024
Q2
$101K Buy
+184
New +$96.8K 0.02% 108
2022
Q1
Sell
-26
Closed -$12K 141
2021
Q4
$12K Buy
+26
New +$12K ﹤0.01% 129
2019
Q4
Sell
-343
Closed -$102K 114
2019
Q3
$102K Buy
+343
New +$102K 0.06% 80

Other funds holding IVV

Rice Partnership's IVV Position: Q1 2026 in Review

Rice Partnership increased its iShares Core S&P 500 ETF (IVV) stake by 30% in Q1 2026, buying an estimated $23.2K and bringing the position to 146 shares worth $95.4K. The position accounts for 0.01% of the portfolio, ranked #131.

Rice Partnership first reported a position in IVV in Q3 2019 and has held it in 10 quarters since. The position peaked at $127K in Q4 2024. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Rice Partnership held 146 shares of iShares Core S&P 500 ETF worth $95.4K as of Q1 2026.
  • Rice Partnership bought 34 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $23.2K.
  • iShares Core S&P 500 ETF made up 0.01% of Rice Partnership's portfolio in Q1 2026, its #131 holding.
  • Rice Partnership first reported a position in iShares Core S&P 500 ETF in Q3 2019 and has held it in 10 quarters since.
  • Rice Partnership's iShares Core S&P 500 ETF position peaked at $127K in Q4 2024.
  • 3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Rice Partnership's 13F filing for Q1 2026, filed 7 May 2026.