Ritholtz Wealth Management’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 | $356M | Sell |
475,333
-51,065
| -10% | -$37.2M | 5.31% | 2 |
|
|
2026
Q1 | $344M | Sell |
526,398
-8,604
| -2% | -$5.88M | 5.96% | 2 |
|
|
2025
Q4 | $366M | Sell |
535,002
-9,890
| -2% | -$6.72M | 6.69% | 2 |
|
|
2025
Q3 | $365M | Buy |
544,892
+10,933
| +2% | +$7.04M | 7.09% | 2 |
|
|
2025
Q2 | $332M | Buy |
533,959
+178,683
| +50% | +$103M | 7.32% | 2 |
|
|
2025
Q1 | $200M | Sell |
355,276
-1,453
| -0.4% | -$858K | 5.96% | 2 |
|
|
2024
Q4 | $210M | Buy |
356,729
+9,098
| +3% | +$5.39M | 6.17% | 3 |
|
|
2024
Q3 | $201M | Buy |
347,631
+5,812
| +2% | +$3.23M | 6.04% | 3 |
|
|
2024
Q2 | $187M | Buy |
341,819
+2,689
| +0.8% | +$1.41M | 6.17% | 3 |
|
|
2024
Q1 | $178M | Buy |
339,130
+3,510
| +1% | +$1.76M | 6.15% | 3 |
|
|
2023
Q4 | $160M | Buy |
335,620
+27,559
| +9% | +$12.3M | 6.22% | 2 |
|
|
2023
Q3 | $132M | Buy |
308,061
+4,555
| +2% | +$2.04M | 5.94% | 2 |
|
|
2023
Q2 | $135M | Buy |
303,506
+3,586
| +1% | +$1.51M | 6.09% | 3 |
|
|
2023
Q1 | $123M | Buy |
299,920
+276,946
| +1,205% | +$111M | 6.15% | 3 |
|
|
2022
Q4 | $8.83M | Buy |
22,974
+1,235
| +6% | +$477K | 0.49% | 31 |
|
|
2022
Q3 | $7.8M | Hold |
21,739
| – | – | 0.41% | 27 |
|
|
2022
Q2 | $8.24M | Sell |
21,739
-285,697
| -93% | -$118M | 0.52% | 19 |
|
|
2022
Q1 | $139M | Sell |
307,436
-18,651
| -6% | -$8.34M | 9.43% | 2 |
|
|
2021
Q4 | $156M | Buy |
326,087
+12,779
| +4% | +$5.89M | 9.67% | 2 |
|
|
2021
Q3 | $135M | Buy |
313,308
+10,043
| +3% | +$4.45M | 9.36% | 3 |
|
|
2021
Q2 | $130M | Buy |
303,265
+13,067
| +5% | +$5.47M | 9.39% | 2 |
|
|
2021
Q1 | $115M | Buy |
290,198
+20,390
| +8% | +$7.89M | 9.61% | 2 |
|
|
2020
Q4 | $101M | Buy |
269,808
+11,899
| +5% | +$4.24M | 9.69% | 2 |
|
|
2020
Q3 | $86.7M | Buy |
257,909
+23,084
| +10% | +$7.68M | 9.73% | 2 |
|
|
2020
Q2 | $72.7M | Buy |
234,825
+232,730
| +11,109% | +$68.3M | 9.36% | 2 |
|
|
2020
Q1 | $541K | Sell |
2,095
-310,396
| -99% | -$95.1M | 0.09% | 71 |
|
|
2019
Q4 | $101M | Buy |
312,491
+9,944
| +3% | +$3.08M | 14.74% | 1 |
|
|
2019
Q3 | $90.3M | Buy |
302,547
+11,510
| +4% | +$3.42M | 14.67% | 1 |
|
|
2019
Q2 | $85.8M | Buy |
291,037
+10,008
| +4% | +$2.9M | 14.65% | 1 |
|
|
2019
Q1 | $80M | Buy |
281,029
+280,133
| +31,265% | +$76.6M | 14.65% | 1 |
|
|
2018
Q4 | $225K | Sell |
896
-89
| -9% | -$24.2K | 0.05% | 111 |
|
|
2018
Q3 | $288K | Sell |
985
-67
| -6% | -$19.2K | 0.07% | 91 |
|
|
2018
Q2 | $287K | Buy |
1,052
+100
| +11% | +$27.2K | 0.08% | 92 |
|
|
2018
Q1 | $253K | Sell |
952
-8
| -0.8% | -$2.2K | 0.07% | 96 |
|
|
2017
Q4 | $258K | Buy |
+960
| New | +$251K | 0.08% | 97 |
|
|
2017
Q3 | – | Sell |
-1,144
| Closed | -$278K | – | 80 |
|
|
2017
Q2 | $278K | Buy |
+1,144
| New | +$276K | 0.12% | 55 |
|
Other funds holding IVV
CM
Ritholtz Wealth Management's IVV Position: Q2 2026 in Review
Ritholtz Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 9.7% in Q2 2026, selling an estimated $37.2M and leaving 475,333 shares worth $356M. The position accounts for 5.31% of the portfolio, ranked #2.
Ritholtz Wealth Management first reported a position in IVV in Q2 2017 and has held it in 36 quarters since. The position peaked at $366M in Q4 2025. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Ritholtz Wealth Management held 475,333 shares of iShares Core S&P 500 ETF worth $356M as of Q2 2026.
- Ritholtz Wealth Management sold 51,065 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $37.2M.
- iShares Core S&P 500 ETF made up 5.31% of Ritholtz Wealth Management's portfolio in Q2 2026, its #2 holding.
- Ritholtz Wealth Management first reported a position in iShares Core S&P 500 ETF in Q2 2017 and has held it in 36 quarters since.
- Ritholtz Wealth Management's iShares Core S&P 500 ETF position peaked at $366M in Q4 2025.
- 4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.