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

Rise 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	$264K	Buy	352 +3	+0.9%	+$2.19K	0.07%	88
2026 Q1	$230K	Buy	349 +48	+16%	+$32.8K	0.08%	88
2025 Q4	$206K	Sell	301 -67	-18%	-$45.5K	0.07%	97
2025 Q3	$246K	Sell	368 -7	-2%	-$4.51K	0.09%	86
2025 Q2	$233K	Buy	375 +4	+1%	+$2.3K	0.09%	85
2025 Q1	$208K	Buy	371 +38	+11%	+$22.4K	0.09%	86
2024 Q4	$196K	Sell	333 -23	-6%	-$13.6K	0.09%	88
2024 Q3	$206K	Buy	356 +3	+0.8%	+$1.67K	0.1%	89
2024 Q2	$193K	Buy	353 +15	+4%	+$7.89K	0.1%	100
2024 Q1	$178K	Sell	338 -85	-20%	-$42.5K	0.09%	98
2023 Q4	$202K	Sell	423 -83	-16%	-$37.1K	0.14%	71
2023 Q3	$217K	Sell	506 -267	-35%	-$119K	0.17%	56
2023 Q2	$345K	Sell	773 -68	-8%	-$28.7K	0.27%	41
2023 Q1	$346K	Sell	841 -37	-4%	-$14.8K	0.26%	43
2022 Q4	$337K	Buy	878 +14	+2%	+$5.4K	0.27%	42
2022 Q3	$310K	Sell	864 -5	-0.6%	-$2K	0.26%	45
2022 Q2	$330K	Sell	869 -18	-2%	-$7.4K	0.33%	40
2022 Q1	$402K	Sell	887 -8	-0.9%	-$3.58K	0.36%	38
2021 Q4	$427K	Buy	+895	New	+$412K	0.41%	37

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

Rise Advisors's IVV Position: Q2 2026 in Review

Rise Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 0.86% in Q2 2026, buying an estimated $2.19K and bringing the position to 352 shares worth $264K. The position accounts for 0.07% of the portfolio, ranked #88.

Rise Advisors first reported a position in IVV in Q4 2021 and has held it in 19 quarters since. The position peaked at $427K in Q4 2021. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Rise Advisors held 352 shares of iShares Core S&P 500 ETF worth $264K as of Q2 2026.
Rise Advisors bought 3 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $2.19K.
iShares Core S&P 500 ETF made up 0.07% of Rise Advisors's portfolio in Q2 2026, its #88 holding.
Rise Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
Rise Advisors's iShares Core S&P 500 ETF position peaked at $427K in Q4 2021.
4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Rise Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.