Riverview Trust Company’s iShares Core S&P 500 ETF IVV Stock Holding History

Riverview Trust Company’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	$470K	Hold	720	–	–	0.58%	26
2025 Q4	$493K	Sell	720 -45	-6%	-$30.6K	0.59%	27
2025 Q3	$512K	Hold	765	–	–	0.62%	27
2025 Q2	$475K	Sell	765 -20	-3%	-$11.5K	0.59%	26
2025 Q1	$441K	Sell	785 -20	-2%	-$11.8K	0.44%	45
2024 Q4	$474K	Sell	805 -20	-2%	-$11.8K	0.43%	43
2024 Q3	$476K	Sell	825 -5	-0.6%	-$2.78K	0.42%	46
2024 Q2	$454K	Hold	830	–	–	0.43%	43
2024 Q1	$436K	Hold	830	–	–	0.34%	49
2023 Q4	$396K	Hold	830	–	–	0.4%	53
2023 Q3	$356K	Buy	830 +705	+564%	+$315K	0.32%	57
2023 Q2	$55.7K	Hold	125	–	–	0.05%	194
2023 Q1	$51.4K	Hold	125	–	–	0.05%	206
2022 Q4	$48K	Sell	125 -25	-17%	-$9.65K	0.05%	215
2022 Q3	$54K	Hold	150	–	–	0.05%	192
2022 Q2	$57K	Hold	150	–	–	0.05%	193
2022 Q1	$68K	Hold	150	–	–	0.05%	177
2021 Q4	$72	Hold	150	–	–	0.04%	139
2021 Q3	$65K	Sell	150 -45	-23%	-$19.9K	0.07%	138
2021 Q2	$84K	Hold	195	–	–	0.09%	123
2021 Q1	$78K	Hold	195	–	–	0.09%	126
2020 Q4	$73K	Hold	195	–	–	0.08%	124
2020 Q3	$66K	Hold	195	–	–	0.08%	131
2020 Q2	$60K	Buy	195 +180	+1,200%	+$52.9K	0.06%	140
2020 Q1	$4K	Hold	15	–	–	﹤0.01%	254
2019 Q4	$5K	Hold	15	–	–	﹤0.01%	260
2019 Q3	$4K	Hold	15	–	–	﹤0.01%	261
2019 Q2	$4K	Hold	15	–	–	﹤0.01%	255
2019 Q1	$4K	Buy	+15	New	+$4.1K	﹤0.01%	303

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 Trust Company's IVV Position: Q1 2026 in Review

Riverview Trust Company held its iShares Core S&P 500 ETF (IVV) position steady in Q1 2026 at 720 shares worth $470K. The position accounts for 0.58% of the portfolio, ranked #26.

Riverview Trust Company first reported a position in IVV in Q1 2019 and has held it in 29 quarters since. The position peaked at $512K in Q3 2025. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Riverview Trust Company held 720 shares of iShares Core S&P 500 ETF worth $470K as of Q1 2026.
Riverview Trust Company left its iShares Core S&P 500 ETF share count unchanged in Q1 2026.
iShares Core S&P 500 ETF made up 0.58% of Riverview Trust Company's portfolio in Q1 2026, its #26 holding.
Riverview Trust Company first reported a position in iShares Core S&P 500 ETF in Q1 2019 and has held it in 29 quarters since.
Riverview Trust Company's iShares Core S&P 500 ETF position peaked at $512K in Q3 2025.
3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Riverview Trust Company's 13F filing for Q1 2026, filed 1 May 2026.