RIG
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RiverFront Investment Group’s iShares Core S&P 500 ETF IVV Stock Holding History

RiverFront Investment Group’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 		$136M Buy
181,711
+1,515
+0.8% +$1.1M 1.8% 20
2026
Q1 		$118M Sell
180,196
-30,255
-14% -$20.7M 1.82% 21
2025
Q4 		$144M Buy
210,451
+1,032
+0.5% +$701K 2.38% 12
2025
Q3 		$140M Buy
209,419
+2,205
+1% +$1.42M 2.46% 14
2025
Q2 		$129M Sell
207,214
-305,806
-60% -$176M 2.51% 15
2025
Q1 		$288M Sell
513,020
-141,066
-22% -$83.3M 6.42% 1
2024
Q4 		$385M Buy
654,086
+15,210
+2% +$9M 8.76% 1
2024
Q3 		$369M Buy
638,876
+14,472
+2% +$8.05M 8.67% 1
2024
Q2 		$342M Buy
624,404
+3,933
+0.6% +$2.07M 9.12% 1
2024
Q1 		$326M Buy
620,471
+7,090
+1% +$3.55M 9.19% 1
2023
Q4 		$293M Sell
613,381
-7,794
-1% -$3.49M 9.19% 1
2023
Q3 		$267M Sell
621,175
-22,662
-4% -$10.1M 9.46% 1
2023
Q2 		$287M Buy
643,837
+12,222
+2% +$5.15M 9.35% 1
2023
Q1 		$260M Buy
631,615
+13,267
+2% +$5.32M 9.16% 1
2022
Q4 		$28.7M Sell
618,348
-5,090
-0.8% -$1.96M 6.52% 1
2022
Q3 		$240M Buy
623,438
+327,630
+111% +$131M 8.99% 1
2022
Q2 		$112M Sell
295,808
-309,780
-51% -$127M 4.21% 9
2022
Q1 		$275M Sell
605,588
-71,311
-11% -$31.9M 8.8% 1
2021
Q4 		$323M Buy
676,899
+34,939
+5% +$16.1M 10.06% 2
2021
Q3 		$277M Sell
641,960
-332,851
-34% -$148M 9.22% 2
2021
Q2 		$419M Buy
974,811
+12,119
+1% +$5.08M 8.45% 2
2021
Q1 		$383M Buy
962,692
+9,462
+1% +$3.66M 8.08% 3
2020
Q4 		$358M Buy
953,230
+17,652
+2% +$6.28M 7.85% 3
2020
Q3 		$314M Sell
935,578
-80,449
-8% -$26.8M 7.43% 4
2020
Q2 		$315M Buy
1,016,027
+58,922
+6% +$17.3M 7.68% 3
2020
Q1 		$118M Sell
957,105
-85,317
-8% -$26.1M 4.6% 6
2019
Q4 		$337M Sell
1,042,422
-113,169
-10% -$35M 8.13% 3
2019
Q3 		$345M Buy
1,155,591
+131,126
+13% +$39M 8.52% 3
2019
Q2 		$302M Buy
1,024,465
+135,120
+15% +$39.2M 7.58% 3
2019
Q1 		$253M Sell
889,345
-425,420
-32% -$116M 6.27% 4
2018
Q4 		$331M Buy
1,314,765
+135,806
+12% +$36.9M 8.98% 2
2018
Q3 		$345M Buy
1,178,959
+664,371
+129% +$191M 8.16% 2
2018
Q2 		$140M Buy
514,588
+1,117
+0.2% +$304K 3.45% 8
2018
Q1 		$136M Sell
513,471
-26,173
-5% -$7.2M 3.18% 9
2017
Q4 		$145M Buy
539,644
+3,291
+0.6% +$862K 3.46% 11
2017
Q3 		$136M Buy
536,353
+3,426
+0.6% +$851K 3.3% 12
2017
Q2 		$130M Sell
532,927
-51,234
-9% -$12.4M 3.32% 13
2017
Q1 		$139M Sell
584,161
-453,271
-44% -$106M 3.76% 9
2016
Q4 		$233M Buy
1,037,432
+580,088
+127% +$127M 6.57% 1
2016
Q3 		$99.5M Buy
457,344
+380,845
+498% +$82.8M 2.66% 15
2016
Q2 		$16.1M Sell
76,499
-2,152
-3% -$449K 0.43% 42
2016
Q1 		$16.3M Sell
78,651
-475,171
-86% -$93.2M 0.44% 44
2015
Q4 		$113M Sell
553,822
-152,812
-22% -$31.6M 3.28% 7
2015
Q3 		$136M Buy
706,634
+702,747
+18,079% +$143M 3.94% 4
2015
Q2 		$805K Sell
3,887
-25,281
-87% -$5.35M 0.02% 53
2015
Q1 		$6.06M Sell
29,168
-31,583
-52% -$6.57M 0.17% 44
2014
Q4 		$12.6M Buy
+60,751
New +$12.3M 0.38% 41

Other funds holding IVV

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Portfolio Solutions
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
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

RiverFront Investment Group's IVV Position: Q2 2026 in Review

RiverFront Investment Group increased its iShares Core S&P 500 ETF (IVV) stake by 0.84% in Q2 2026, buying an estimated $1.1M and bringing the position to 181,711 shares worth $136M. The position accounts for 1.8% of the portfolio, ranked #20.

RiverFront Investment Group first reported a position in IVV in Q4 2014 and has held it in 47 quarters since. The position peaked at $419M in Q2 2021. 2,071 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • RiverFront Investment Group held 181,711 shares of iShares Core S&P 500 ETF worth $136M as of Q2 2026.
  • RiverFront Investment Group bought 1,515 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $1.1M.
  • iShares Core S&P 500 ETF made up 1.8% of RiverFront Investment Group's portfolio in Q2 2026, its #20 holding.
  • RiverFront Investment Group first reported a position in iShares Core S&P 500 ETF in Q4 2014 and has held it in 47 quarters since.
  • RiverFront Investment Group's iShares Core S&P 500 ETF position peaked at $419M in Q2 2021.
  • 2,071 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on RiverFront Investment Group's 13F filing for Q2 2026, filed 29 Jul 2026.