IVV ISHARES TR

Ownership history in Riverstone Advisors, LLC  ·  29 quarters on record

AI Ownership Summary

Riverstone Advisors, LLC reported ISHARES TR (IVV) in 29 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 28.19% in 2025 Q2. The latest visible filing shows IVV at 27.21% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IVV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Riverstone Advisors, LLC's position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

IVV was reported at 27.21% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
28.19% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Riverstone Advisors, LLC held IVV — position size vs. price
% of Fund (quarterly)    IVV price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 84,325 +25 +0.0% 27.21% $57.8M 2026-02-14 (Est.) $682.94
2025 Q3 ADDED 84,300 +315 +0.4% 27.67% $56.4M 2025-11-07 $670.18
2025 Q2 ADDED 83,985 +8,720 +11.6% 28.19% $52.1M 2025-08-12 $639.83
2025 Q1 REDUCED 75,265 -860 -1.1% 25.43% $42.3M 2025-04-25 $546.42
2024 Q4 ADDED 76,125 +929 +1.2% 25.54% $44.8M 2025-01-24 $601.54
2024 Q3 ADDED 75,196 +3,384 +4.7% 25.22% $43.4M 2024-11-04 $561.83
2024 Q2 ADDED 71,812 +669 +0.9% 24.15% $39.3M 2024-07-22 $545.13
2024 Q1 ADDED 71,143 +171 +0.2% 22.30% $37.4M 2024-05-10 $510.05
2023 Q4 ADDED 70,972 +3,383 +5.0% 21.94% $33.9M 2024-01-30 $479.20
2023 Q3 ADDED 67,589 +20,692 +44.1% 20.07% $29.0M 2023-11-09 $421.69
19 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Riverstone Advisors, LLC and IVV

These are the practical questions this page is built to answer before you even open the full history table.

How long has Riverstone Advisors, LLC reported owning IVV?

Riverstone Advisors, LLC reported IVV across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported IVV position in Riverstone Advisors, LLC's portfolio?

The largest reported portfolio weight for IVV was 28.19% in 2025 Q2.

What is the latest reported IVV position on this page?

The most recent filing on this page is 2025 Q4, when Riverstone Advisors, LLC reported 84,325 shares, equal to 27.21% of portfolio, with an estimated market value of $57.8M.

What does the chart on this IVV ownership page compare?

The chart compares Riverstone Advisors, LLC's quarterly IVV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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