Riverview Capital Advisers’s iShares Core S&P 500 ETF IVV Stock Holding History

Riverview Capital Advisers’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	$259K	Buy	397 +1	+0.3%	+$683	0.09%	73
2025 Q4	$271K	Hold	396	–	–	0.08%	78
2025 Q3	$265K	Hold	396	–	–	0.08%	82
2025 Q2	$246K	Sell	396 -126	-24%	-$72.3K	0.07%	87
2025 Q1	$293K	Hold	522	–	–	0.09%	79
2024 Q4	$307K	Hold	522	–	–	0.09%	80
2024 Q3	$301K	Hold	522	–	–	0.09%	76
2024 Q2	$286K	Hold	522	–	–	0.1%	76
2024 Q1	$274K	Hold	522	–	–	0.09%	76
2023 Q4	$249K	Hold	522	–	–	0.1%	75
2023 Q3	$224K	Hold	522	–	–	0.1%	78
2023 Q2	$233K	Buy	+522	New	+$220K	0.1%	75

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Riverview Capital Advisers's IVV Position: Q1 2026 in Review

Riverview Capital Advisers increased its iShares Core S&P 500 ETF (IVV) stake by 0.25% in Q1 2026, buying an estimated $683 and bringing the position to 397 shares worth $259K. The position accounts for 0.09% of the portfolio, ranked #73.

Riverview Capital Advisers first reported a position in IVV in Q2 2023 and has held it in 12 quarters since. The position peaked at $307K in Q4 2024. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Riverview Capital Advisers held 397 shares of iShares Core S&P 500 ETF worth $259K as of Q1 2026.
Riverview Capital Advisers bought 1 iShares Core S&P 500 ETF share in Q1 2026, an estimated $683.
iShares Core S&P 500 ETF made up 0.09% of Riverview Capital Advisers's portfolio in Q1 2026, its #73 holding.
Riverview Capital Advisers first reported a position in iShares Core S&P 500 ETF in Q2 2023 and has held it in 12 quarters since.
Riverview Capital Advisers's iShares Core S&P 500 ETF position peaked at $307K in Q4 2024.
3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Riverview Capital Advisers's 13F filing for Q1 2026, filed 14 May 2026.