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

Riversedge 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	$2.18M	Sell	2,911 -380	-12%	-$277K	0.29%	41
2026 Q1	$2.15M	Sell	3,291 -156	-5%	-$107K	0.35%	35
2025 Q4	$2.36M	Sell	3,447 -4	-0.1%	-$2.72K	0.38%	30
2025 Q3	$2.31M	Sell	3,451 -34	-1%	-$21.9K	0.39%	31
2025 Q2	$2.16M	Buy	3,485 +291	+9%	+$167K	0.42%	30
2025 Q1	$1.79M	Buy	3,194 +241	+8%	+$142K	0.4%	34
2024 Q4	$1.74M	Sell	2,953 -8	-0.3%	-$4.74K	0.39%	32
2024 Q3	$1.71M	Buy	2,961 +5	+0.2%	+$2.78K	0.39%	32
2024 Q2	$1.62M	Sell	2,956 -37	-1%	-$19.5K	0.39%	33
2024 Q1	$1.57M	Sell	2,993 -21	-0.7%	-$10.5K	0.39%	31
2023 Q4	$1.44M	Buy	3,014 +27	+0.9%	+$12.1K	0.39%	29
2023 Q3	$1.28M	Sell	2,987 -5,652	-65%	-$2.53M	0.38%	28
2023 Q2	$3.85M	Sell	8,639 -1,120	-11%	-$472K	1.06%	25
2023 Q1	$4.01M	Buy	9,759 +1,870	+24%	+$750K	1.17%	23
2022 Q4	$3.03M	Buy	7,889 +5,862	+289%	+$2.26M	0.98%	25
2022 Q3	$727K	Buy	+2,027	New	+$809K	0.26%	40

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

Riversedge Advisors's IVV Position: Q2 2026 in Review

Riversedge Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 12% in Q2 2026, selling an estimated $277K and leaving 2,911 shares worth $2.18M. The position accounts for 0.29% of the portfolio, ranked #41.

Riversedge Advisors first reported a position in IVV in Q3 2022 and has held it in 16 quarters since. The position peaked at $4.01M in Q1 2023. 1,526 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Riversedge Advisors held 2,911 shares of iShares Core S&P 500 ETF worth $2.18M as of Q2 2026.
Riversedge Advisors sold 380 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $277K.
iShares Core S&P 500 ETF made up 0.29% of Riversedge Advisors's portfolio in Q2 2026, its #41 holding.
Riversedge Advisors first reported a position in iShares Core S&P 500 ETF in Q3 2022 and has held it in 16 quarters since.
Riversedge Advisors's iShares Core S&P 500 ETF position peaked at $4.01M in Q1 2023.
1,526 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Riversedge Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.