RiverGlades Family Offices’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $37.6M | Sell |
50,248
-924
| -2% | -$673K | 17.26% | 1 |
|
|
2026
Q1 | $33.4M | Buy |
+51,172
| New | +$34.9M | 19.65% | 1 |
|
|
2025
Q3 | $34M | Sell |
50,783
-510
| -1% | -$328K | 20.76% | 1 |
|
|
2025
Q2 | $31.8M | Sell |
51,293
-48
| -0.1% | -$27.6K | 20.89% | 1 |
|
|
2025
Q1 | $28.8M | Sell |
51,341
-40
| -0.1% | -$23.6K | 20.76% | 1 |
|
|
2024
Q4 | $30.2M | Sell |
51,381
-47
| -0.1% | -$27.8K | 21.59% | 1 |
|
|
2024
Q3 | $29.7M | Buy |
51,428
+463
| +0.9% | +$257K | 21.24% | 1 |
|
|
2024
Q2 | $27.9M | Sell |
50,965
-48
| -0.1% | -$25.2K | 21.68% | 1 |
|
|
2024
Q1 | $26.7M | Sell |
51,013
-757
| -1% | -$379K | 21.24% | 1 |
|
|
2023
Q4 | $26.1M | Sell |
51,770
-1,408
| -3% | -$630K | 21.1% | 1 |
|
|
2023
Q3 | $22.8M | Buy |
53,178
+917
| +2% | +$410K | 20.07% | 1 |
|
|
2023
Q2 | $23.3M | Sell |
52,261
-200
| -0.4% | -$84.3K | 20.76% | 1 |
|
|
2023
Q1 | $21.6M | Sell |
52,461
-3,251
| -6% | -$1.3M | 19.83% | 1 |
|
|
2022
Q4 | $21.4M | Buy |
+55,712
| New | +$21.5M | 19.69% | 1 |
|
|
2022
Q2 | $20.9M | Sell |
55,254
-2,271
| -4% | -$934K | 19.42% | 1 |
|
|
2022
Q1 | $26.1M | Buy |
57,525
+75
| +0.1% | +$33.5K | 19.69% | 1 |
|
|
2021
Q4 | $27.4M | Buy |
57,450
+922
| +2% | +$425K | 19.85% | 1 |
|
|
2021
Q3 | $24.4M | Buy |
56,528
+20
| +0% | +$8.86K | 19.03% | 1 |
|
|
2021
Q2 | $24.3M | Sell |
56,508
-103
| -0.2% | -$43.1K | 18.79% | 1 |
|
|
2021
Q1 | $22.5M | Sell |
56,611
-321
| -0.6% | -$124K | 18.31% | 1 |
|
|
2020
Q4 | $21.4M | Buy |
56,932
+1,472
| +3% | +$524K | 18.13% | 1 |
|
|
2020
Q3 | $18.6M | Sell |
55,460
-30
| -0.1% | -$9.98K | 17.81% | 1 |
|
|
2020
Q2 | $17.2M | Sell |
55,490
-4,438
| -7% | -$1.3M | 17.58% | 1 |
|
|
2020
Q1 | $15.5M | Buy |
59,928
+856
| +1% | +$262K | 16.48% | 1 |
|
|
2019
Q4 | $19.1M | Sell |
59,072
-169
| -0.3% | -$52.3K | 16.47% | 1 |
|
|
2019
Q3 | $17.7M | Buy |
59,241
+787
| +1% | +$234K | 15.8% | 1 |
|
|
2019
Q2 | $17.2M | Sell |
58,454
-495
| -0.8% | -$143K | 15.39% | 1 |
|
|
2019
Q1 | $16.8M | Sell |
58,949
-13,501
| -19% | -$3.69M | 15.17% | 1 |
|
|
2018
Q4 | $18.2M | Buy |
72,450
+20,157
| +39% | +$5.47M | 15.4% | 1 |
|
|
2018
Q3 | $15.3M | Buy |
52,293
+673
| +1% | +$193K | 13% | 1 |
|
|
2018
Q2 | $14.1M | Buy |
51,620
+1,316
| +3% | +$358K | 12.27% | 1 |
|
|
2018
Q1 | $13.3M | Buy |
50,304
+8,532
| +20% | +$2.35M | 10.64% | 1 |
|
|
2017
Q4 | $11.2M | Buy |
+41,772
| New | +$10.9M | 9.22% | 1 |
|
Other funds holding IVV
CM
RiverGlades Family Offices's IVV Position: Q2 2026 in Review
RiverGlades Family Offices reduced its iShares Core S&P 500 ETF (IVV) stake by 1.8% in Q2 2026, selling an estimated $673K and leaving 50,248 shares worth $37.6M. The position accounts for 17.26% of the portfolio, ranked #1.
RiverGlades Family Offices first reported a position in IVV in Q4 2017 and has held it in 33 quarters since. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- RiverGlades Family Offices held 50,248 shares of iShares Core S&P 500 ETF worth $37.6M as of Q2 2026.
- RiverGlades Family Offices sold 924 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $673K.
- iShares Core S&P 500 ETF made up 17.26% of RiverGlades Family Offices's portfolio in Q2 2026, its #1 holding.
- RiverGlades Family Offices first reported a position in iShares Core S&P 500 ETF in Q4 2017 and has held it in 33 quarters since.
- 4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on RiverGlades Family Offices's 13F filing for Q2 2026, filed 10 Aug 2026.