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 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

River Street Advisors's IVV Position: Q2 2026 in Review

River Street Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 0.39% in Q2 2026, selling an estimated $7.28K and leaving 2,576 shares worth $1.93M. The position accounts for 0.57% of the portfolio, ranked #45.

River Street Advisors first reported a position in IVV in Q2 2024 and has held it in 9 quarters since. 1,526 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

River Street Advisors held 2,576 shares of iShares Core S&P 500 ETF worth $1.93M as of Q2 2026.
River Street Advisors sold 10 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $7.28K.
iShares Core S&P 500 ETF made up 0.57% of River Street Advisors's portfolio in Q2 2026, its #45 holding.
River Street Advisors first reported a position in iShares Core S&P 500 ETF in Q2 2024 and has held it in 9 quarters since.
1,526 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on River Street Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.