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Ritter Daniher Financial Advisory’s iShares Core S&P 500 ETF IVV Stock Holding History

Ritter Daniher Financial Advisory’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 		$105M Sell
140,529
-1,256
-0.9% -$915K 16.02% 1
2026
Q1 		$92.6M Sell
141,785
-232
-0.2% -$158K 15.71% 1
2025
Q4 		$97.3M Sell
142,017
-2,215
-2% -$1.5M 16.32% 1
2025
Q3 		$96.5M Buy
144,232
+2,513
+2% +$1.62M 17% 1
2025
Q2 		$88M Buy
141,719
+3,420
+2% +$1.96M 21.61% 1
2025
Q1 		$77.7M Buy
138,299
+3,321
+2% +$1.96M 21.2% 1
2024
Q4 		$79.5M Buy
134,978
+5,797
+4% +$3.43M 22.43% 1
2024
Q3 		$74.5M Sell
129,181
-631
-0.5% -$351K 21.66% 1
2024
Q2 		$71M Sell
129,812
-2,287
-2% -$1.2M 22.64% 1
2024
Q1 		$69.4M Buy
132,099
+1,950
+1% +$976K 22.98% 1
2023
Q4 		$62.2M Buy
130,149
+2,053
+2% +$919K 23.05% 1
2023
Q3 		$55M Buy
128,096
+1,303
+1% +$583K 23.23% 1
2023
Q2 		$56.5M Buy
126,793
+4,989
+4% +$2.1M 23.41% 1
2023
Q1 		$50.1M Buy
121,804
+10,398
+9% +$4.17M 22% 1
2022
Q4 		$42.8M Buy
111,406
+40,554
+57% +$15.7M 20.38% 1
2022
Q3 		$25.4M Buy
70,852
+456
+0.6% +$182K 18.2% 1
2022
Q2 		$26.7M Buy
70,396
+1,039
+1% +$427K 18.98% 1
2022
Q1 		$31.5M Sell
69,357
-167
-0.2% -$74.7K 21.7% 1
2021
Q4 		$33.2M Buy
69,524
+76
+0.1% +$35K 22.12% 1
2021
Q3 		$29.9M Sell
69,448
-43
-0.1% -$19.1K 21.89% 1
2021
Q2 		$29.9M Buy
69,491
+2,081
+3% +$872K 22.23% 1
2021
Q1 		$26.8M Buy
67,410
+3,796
+6% +$1.47M 21.45% 1
2020
Q4 		$23.9M Buy
+63,614
New +$22.6M 20.74% 1

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Ritter Daniher Financial Advisory's IVV Position: Q2 2026 in Review

Ritter Daniher Financial Advisory reduced its iShares Core S&P 500 ETF (IVV) stake by 0.89% in Q2 2026, selling an estimated $915K and leaving 140,529 shares worth $105M. The position accounts for 16.02% of the portfolio, ranked #1.

Ritter Daniher Financial Advisory first reported a position in IVV in Q4 2020 and has held it in 23 quarters since. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Ritter Daniher Financial Advisory held 140,529 shares of iShares Core S&P 500 ETF worth $105M as of Q2 2026.
  • Ritter Daniher Financial Advisory sold 1,256 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $915K.
  • iShares Core S&P 500 ETF made up 16.02% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #1 holding.
  • Ritter Daniher Financial Advisory first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 23 quarters since.
  • 4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.