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RITHOLTZ WEALTH MANAGEMENT: IVV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of RITHOLTZ WEALTH MANAGEMENT on IVV, newest first. How the timeline and the estimate are built.

RITHOLTZ WEALTH MANAGEMENT held 475,333 IVV shares at 2026-06-30 per its 13F-HR/A filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 475,333 shares
    Change vs previous 13F -51,065 shares

    5.31% of the 13F portfolio, value $355,972,101.

    13F-HR/A 0001698218-26-000006 filed by RITHOLTZ WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 526,398 shares
    Change vs previous 13F -8,604 shares

    5.96% of the 13F portfolio, value $343,848,733.

    13F-HR 0001698218-26-000003 filed by RITHOLTZ WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 535,002 shares
    Change vs previous 13F -9,890 shares

    6.69% of the 13F portfolio, value $366,444,402.

    13F-HR 0001698218-26-000001 filed by RITHOLTZ WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 544,892 shares
    Change vs previous 13F +10,933 shares

    7.09% of the 13F portfolio, value $364,696,533.

    13F-HR 0001698218-25-000004 filed by RITHOLTZ WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 533,959 shares
    Change vs previous 13F +178,683 shares

    7.32% of the 13F portfolio, value $331,535,014.

    13F-HR 0001085146-25-004188 filed by RITHOLTZ WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 355,276 shares
    Change vs previous 13F -1,453 shares

    5.96% of the 13F portfolio, value $199,629,560.

    13F-HR 0001085146-25-002136 filed by RITHOLTZ WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 356,729 shares
    Change vs previous 13F +9,098 shares

    6.17% of the 13F portfolio, value $209,999,157.

    13F-HR 0001085146-25-000201 filed by RITHOLTZ WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 347,631 shares
    Change vs previous 13F not available

    6.04% of the 13F portfolio, value $200,520,560.

    13F-HR 0001085146-24-004785 filed by RITHOLTZ WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).