Riverwater Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$8.73M Buy
13,369
+2,764
+26% +$1.89M 2.91% 3
2025
Q4
$7.26M Buy
10,605
+4,741
+81% +$3.22M 2.81% 3
2025
Q3
$3.92M Buy
5,864
+1,197
+26% +$771K 1.63% 7
2025
Q2
$2.9M Buy
4,667
+707
+18% +$406K 1.36% 11
2025
Q1
$2.23M Buy
+3,960
New +$2.34M 1.14% 21
2023
Q1
Sell
-1,435
Closed -$551K 202
2022
Q4
$551K Buy
+1,435
New +$554K 0.47% 66

Other funds holding IVV

Riverwater Partners's IVV Position: Q1 2026 in Review

Riverwater Partners increased its iShares Core S&P 500 ETF (IVV) stake by 26% in Q1 2026, buying an estimated $1.89M and bringing the position to 13,369 shares worth $8.73M. The position accounts for 2.91% of the portfolio, ranked #3.

Riverwater Partners first reported a position in IVV in Q4 2022 and has held it in 6 quarters since. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Riverwater Partners held 13,369 shares of iShares Core S&P 500 ETF worth $8.73M as of Q1 2026.
  • Riverwater Partners bought 2,764 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $1.89M.
  • iShares Core S&P 500 ETF made up 2.91% of Riverwater Partners's portfolio in Q1 2026, its #3 holding.
  • Riverwater Partners first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 6 quarters since.
  • 3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Riverwater Partners's 13F filing for Q1 2026, filed 8 May 2026.