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

Riverstone 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
Q1 		$51.1M Sell
78,221
-6,104
-7% -$4.17M 25.2% 1
2025
Q4 		$57.8M Buy
84,325
+25
+0% +$17K 27.21% 1
2025
Q3 		$56.4M Buy
84,300
+315
+0.4% +$203K 27.67% 1
2025
Q2 		$52.1M Buy
83,985
+8,720
+12% +$5.01M 28.19% 1
2025
Q1 		$42.3M Sell
75,265
-860
-1% -$508K 25.43% 1
2024
Q4 		$44.8M Buy
76,125
+929
+1% +$550K 25.54% 1
2024
Q3 		$43.4M Buy
75,196
+3,384
+5% +$1.88M 25.22% 1
2024
Q2 		$39.3M Buy
71,812
+669
+0.9% +$352K 24.15% 1
2024
Q1 		$37.4M Buy
71,143
+171
+0.2% +$85.6K 22.3% 1
2023
Q4 		$33.9M Buy
70,972
+3,383
+5% +$1.51M 21.94% 1
2023
Q3 		$29M Buy
67,589
+20,692
+44% +$9.26M 20.07% 1
2023
Q2 		$20.9M Sell
46,897
-179
-0.4% -$75.4K 12.68% 1
2023
Q1 		$19.4M Buy
47,076
+1,545
+3% +$619K 12.36% 1
2022
Q4 		$17.5M Sell
45,531
-8,566
-16% -$3.31M 12.14% 1
2022
Q3 		$19.4M Sell
54,097
-210
-0.4% -$83.9K 12.49% 1
2022
Q2 		$20.6M Sell
54,307
-142
-0.3% -$58.4K 12.93% 1
2022
Q1 		$24.7M Buy
54,449
+4,018
+8% +$1.8M 12.68% 1
2021
Q4 		$24.1M Buy
50,431
+4,065
+9% +$1.87M 10.59% 1
2021
Q3 		$20M Sell
46,366
-232
-0.5% -$103K 9.22% 4
2021
Q2 		$20M Sell
46,598
-435
-0.9% -$182K 9.48% 2
2021
Q1 		$18.7M Sell
47,033
-63
-0.1% -$24.4K 9.78% 2
2020
Q4 		$17.7M Sell
47,096
-1,492
-3% -$531K 9.82% 4
2020
Q3 		$16.3M Buy
48,588
+658
+1% +$219K 10.86% 3
2020
Q2 		$14.8M Sell
47,930
-896
-2% -$263K 11.04% 4
2020
Q1 		$12.6M Sell
48,826
-164
-0.3% -$50.3K 12.76% 1
2019
Q4 		$15.8M Sell
48,990
-1,211
-2% -$375K 11.82% 1
2019
Q3 		$15M Buy
50,201
+968
+2% +$288K 11.5% 1
2019
Q2 		$14.5M Buy
49,233
+2,231
+5% +$647K 11.34% 2
2019
Q1 		$13.4M Sell
47,002
-371
-0.8% -$101K 11.25% 1
2018
Q4 		$11.9M Buy
+47,373
New +$12.9M 11.91% 1

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Riverstone Advisors's IVV Position: Q1 2026 in Review

Riverstone Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 7.2% in Q1 2026, selling an estimated $4.17M and leaving 78,221 shares worth $51.1M. The position accounts for 25.2% of the portfolio, ranked #1.

Riverstone Advisors first reported a position in IVV in Q4 2018 and has held it in 30 quarters since. The position peaked at $57.8M in Q4 2025. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Riverstone Advisors held 78,221 shares of iShares Core S&P 500 ETF worth $51.1M as of Q1 2026.
  • Riverstone Advisors sold 6,104 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $4.17M.
  • iShares Core S&P 500 ETF made up 25.2% of Riverstone Advisors's portfolio in Q1 2026, its #1 holding.
  • Riverstone Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2018 and has held it in 30 quarters since.
  • Riverstone Advisors's iShares Core S&P 500 ETF position peaked at $57.8M in Q4 2025.
  • 3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Riverstone Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.