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

River Street 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 Q3	$1.98M	Buy	2,582 +6	+0.2%	+$4.58K	0.61%	42
2026 Q2	$1.93M	Sell	2,576 -10	-0.4%	-$7.28K	0.57%	45
2026 Q1	$1.69M	Buy	2,586 +455	+21%	+$311K	0.57%	46
2025 Q4	$1.46M	Sell	2,131 -1	-0%	-$679	0.55%	45
2025 Q3	$1.43M	Buy	2,132 +302	+17%	+$195K	0.55%	43
2025 Q2	$1.14M	Buy	1,830 +390	+27%	+$224K	0.49%	58
2025 Q1	$809K	Buy	1,440 +47	+3%	+$27.8K	0.4%	71
2024 Q4	$820K	Sell	1,393 -446	-24%	-$264K	0.42%	67
2024 Q3	$1.06M	Buy	1,839 +447	+32%	+$249K	0.58%	53
2024 Q2	$762K	Buy	+1,392	New	+$732K	0.47%	62

Other funds holding IVV

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

River Street Advisors's IVV Position: Q3 2026 in Review

River Street Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 0.23% in Q3 2026, buying an estimated $4.58K and bringing the position to 2,582 shares worth $1.98M. The position accounts for 0.61% of the portfolio, ranked #42.

River Street Advisors first reported a position in IVV in Q2 2024 and has held it in 10 quarters since. 3,061 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

River Street Advisors held 2,582 shares of iShares Core S&P 500 ETF worth $1.98M as of Q3 2026.
River Street Advisors bought 6 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $4.58K.
iShares Core S&P 500 ETF made up 0.61% of River Street Advisors's portfolio in Q3 2026, its #42 holding.
River Street Advisors first reported a position in iShares Core S&P 500 ETF in Q2 2024 and has held it in 10 quarters since.
3,061 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on River Street Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.