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Richwood Investment Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Richwood Investment Advisors’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$29.3M Sell
39,165
-987
-2% -$719K 20.63% 1
2026
Q1 		$26.2M Buy
40,152
+569
+1% +$389K 20.21% 1
2025
Q4 		$27.5M Buy
39,583
+2,118
+6% +$1.44M 19.72% 1
2025
Q3 		$25.1M Buy
37,465
+500
+1% +$322K 19.65% 1
2025
Q2 		$23M Buy
36,965
+1,048
+3% +$602K 18.85% 1
2025
Q1 		$20.2M Buy
35,917
+1,071
+3% +$632K 17.16% 1
2024
Q4 		$20.5M Buy
34,846
+1,582
+5% +$936K 17.1% 1
2024
Q3 		$19.2M Sell
33,264
-500
-1% -$278K 15.87% 1
2024
Q2 		$18.5M Buy
33,764
+334
+1% +$176K 16.19% 1
2024
Q1 		$17.6M Sell
33,430
-401
-1% -$201K 15.6% 1
2023
Q4 		$16.2M Sell
33,831
-400
-1% -$179K 15.17% 1
2023
Q3 		$14.7M Buy
34,231
+108
+0.3% +$48.3K 14.99% 1
2023
Q2 		$15.2M Sell
34,123
-846
-2% -$357K 14.85% 1
2023
Q1 		$14.4M Sell
34,969
-109
-0.3% -$43.7K 14.33% 1
2022
Q4 		$13.5M Sell
35,078
-1,382
-4% -$533K 13.56% 1
2022
Q3 		$13.1M Sell
36,460
-238
-0.6% -$95K 14.35% 1
2022
Q2 		$13.9M Buy
36,698
+2,225
+6% +$915K 14.04% 1
2022
Q1 		$15.6M Buy
34,473
+1,387
+4% +$620K 13.96% 1
2021
Q4 		$15.8M Buy
+33,086
New +$15.2M 13.8% 1

Other funds holding IVV

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Richwood Investment Advisors's IVV Position: Q2 2026 in Review

Richwood Investment Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 2.5% in Q2 2026, selling an estimated $719K and leaving 39,165 shares worth $29.3M. The position accounts for 20.63% of the portfolio, ranked #1.

Richwood Investment Advisors first reported a position in IVV in Q4 2021 and has held it in 19 quarters since. 2,050 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Richwood Investment Advisors held 39,165 shares of iShares Core S&P 500 ETF worth $29.3M as of Q2 2026.
  • Richwood Investment Advisors sold 987 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $719K.
  • iShares Core S&P 500 ETF made up 20.63% of Richwood Investment Advisors's portfolio in Q2 2026, its #1 holding.
  • Richwood Investment Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,050 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Richwood Investment Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.