Riverbend Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Riverbend Wealth Management’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	$11.8M	Buy	15,472 +2,103	+16%	+$1.6M	5.39%	1
2026 Q2	$10M	Buy	13,369 +836	+7%	+$609K	5.03%	1
2026 Q1	$8.19M	Buy	12,533 +346	+3%	+$236K	4.69%	2
2025 Q4	$8.35M	Sell	12,187 -54	-0.4%	-$36.7K	5.18%	1
2025 Q3	$8.19M	Sell	12,241 -353	-3%	-$227K	5.72%	1
2025 Q2	$7.82M	Buy	12,594 +145	+1%	+$83.3K	5.92%	1
2025 Q1	$6.99M	Sell	12,449 -1,988	-14%	-$1.17M	6.26%	1
2024 Q4	$8.53M	Buy	+14,437	New	+$8.55M	7.6%	1

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

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

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

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Riverbend Wealth Management's IVV Position: Q3 2026 in Review

Riverbend Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 16% in Q3 2026, buying an estimated $1.6M and bringing the position to 15,472 shares worth $11.8M. The position accounts for 5.39% of the portfolio, ranked #1.

Riverbend Wealth Management first reported a position in IVV in Q4 2024 and has held it in 8 quarters since. 2,166 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Riverbend Wealth Management held 15,472 shares of iShares Core S&P 500 ETF worth $11.8M as of Q3 2026.
Riverbend Wealth Management bought 2,103 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $1.6M.
iShares Core S&P 500 ETF made up 5.39% of Riverbend Wealth Management's portfolio in Q3 2026, its #1 holding.
Riverbend Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 8 quarters since.
2,166 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Riverbend Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.