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 Q3	$2.22M	Sell	2,904 -7	-0.2%	-$5.34K	0.27%	43
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

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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

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

Riversedge Advisors's IVV Position: Q3 2026 in Review

Riversedge Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 0.24% in Q3 2026, selling an estimated $5.34K and leaving 2,904 shares worth $2.22M. The position accounts for 0.27% of the portfolio, ranked #43.

Riversedge Advisors first reported a position in IVV in Q3 2022 and has held it in 17 quarters since. The position peaked at $4.01M in Q1 2023. 3,061 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Riversedge Advisors held 2,904 shares of iShares Core S&P 500 ETF worth $2.22M as of Q3 2026.
Riversedge Advisors sold 7 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $5.34K.
iShares Core S&P 500 ETF made up 0.27% of Riversedge Advisors's portfolio in Q3 2026, its #43 holding.
Riversedge Advisors first reported a position in iShares Core S&P 500 ETF in Q3 2022 and has held it in 17 quarters since.
Riversedge Advisors's iShares Core S&P 500 ETF position peaked at $4.01M in Q1 2023.
3,061 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Riversedge Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.