Riggs Asset Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Riggs Asset Management’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	$231K	Sell	309 -10	-3%	-$7.28K	0.04%	123
2026 Q1	$208K	Sell	319 -7	-2%	-$4.78K	0.04%	124
2025 Q4	$223K	Hold	326	–	–	0.05%	125
2025 Q3	$218K	Sell	326 -15	-4%	-$9.66K	0.05%	111
2025 Q2	$212K	Sell	341 -15	-4%	-$8.61K	0.05%	99
2025 Q1	$200K	Buy	356 +15	+4%	+$8.86K	0.06%	105
2024 Q4	$202K	Hold	341	–	–	0.05%	93
2024 Q3	$197K	Hold	341	–	–	0.05%	101
2024 Q2	$187K	Hold	341	–	–	0.06%	93
2024 Q1	$179K	Hold	341	–	–	0.05%	92
2023 Q4	$163K	Sell	341 -35	-9%	-$15.7K	0.05%	98
2023 Q3	$161K	Buy	376 +35	+10%	+$15.7K	0.06%	95
2023 Q2	$152K	Sell	341 -61	-15%	-$25.7K	0.05%	100
2023 Q1	$165K	Hold	402	–	–	0.06%	96
2022 Q4	$154K	Hold	402	–	–	0.06%	95
2022 Q3	$144K	Hold	402	–	–	0.06%	95
2022 Q2	$152K	Sell	402 -1,927	-83%	-$793K	0.06%	90
2022 Q1	$1.06M	Sell	2,329 -173	-7%	-$77.4K	0.31%	63
2021 Q4	$1.19M	Buy	2,502 +940	+60%	+$433K	0.32%	61
2021 Q3	$673K	Buy	1,562 +86	+6%	+$38.1K	0.2%	62
2021 Q2	$635K	Buy	1,476 +428	+41%	+$179K	0.18%	65
2021 Q1	$417K	Sell	1,048 -137	-12%	-$53K	0.13%	71
2020 Q4	$445K	Buy	1,185 +392	+49%	+$140K	0.14%	63
2020 Q3	$263K	Buy	793 +12	+2%	+$3.99K	0.11%	54
2020 Q2	$241K	Hold	781	–	–	0.1%	52
2020 Q1	$201K	Hold	781	–	–	0.13%	47
2019 Q4	$252K	Buy	781 +88	+13%	+$27.2K	0.1%	55
2019 Q3	$206K	Hold	693	–	–	0.11%	54
2019 Q2	$204K	Hold	693	–	–	0.11%	54
2019 Q1	$197K	Hold	693	–	–	0.13%	52
2018 Q4	$174K	Hold	693	–	–	0.13%	53
2018 Q3	$202K	Hold	693	–	–	0.1%	51
2018 Q2	$189K	Hold	693	–	–	0.08%	57
2018 Q1	$184K	Hold	693	–	–	0.08%	62
2017 Q4	$186K	Hold	693	–	–	0.08%	67
2017 Q3	$175K	Hold	693	–	–	0.08%	66
2017 Q2	$169K	Sell	693 -134	-16%	-$32.3K	0.08%	66
2017 Q1	$196K	Hold	827	–	–	0.1%	59
2016 Q4	$186K	Buy	827 +225	+37%	+$49.5K	0.09%	65
2016 Q3	$131K	Hold	602	–	–	0.07%	71
2016 Q2	$127K	Hold	602	–	–	0.07%	76
2016 Q1	$124K	Hold	602	–	–	0.09%	62
2015 Q4	$123K	Hold	602	–	–	0.06%	68
2015 Q3	$116K	Sell	602 -165	-22%	-$33.7K	0.07%	61
2015 Q2	$159K	Hold	767	–	–	0.08%	58
2015 Q1	$159K	Hold	767	–	–	0.08%	62
2014 Q4	$159K	Hold	767	–	–	0.08%	64
2014 Q3	$152K	Buy	+767	New	+$153K	0.09%	58
2014 Q1	–	Sell	-1,884	Closed	-$350K	–	54
2013 Q4	$350K	Buy	+1,884	New	+$335K	0.19%	47

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Riggs Asset Management's IVV Position: Q2 2026 in Review

Riggs Asset Management reduced its iShares Core S&P 500 ETF (IVV) stake by 3.1% in Q2 2026, selling an estimated $7.28K and leaving 309 shares worth $231K. The position accounts for 0.04% of the portfolio, ranked #123.

Riggs Asset Management first reported a position in IVV in Q4 2013 and has held it in 49 quarters since. The position peaked at $1.19M in Q4 2021. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Riggs Asset Management held 309 shares of iShares Core S&P 500 ETF worth $231K as of Q2 2026.
Riggs Asset Management sold 10 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $7.28K.
iShares Core S&P 500 ETF made up 0.04% of Riggs Asset Management's portfolio in Q2 2026, its #123 holding.
Riggs Asset Management first reported a position in iShares Core S&P 500 ETF in Q4 2013 and has held it in 49 quarters since.
Riggs Asset Management's iShares Core S&P 500 ETF position peaked at $1.19M in Q4 2021.
4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Riggs Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.