ARC
IVV icon

Advisor Resource Council’s iShares Core S&P 500 ETF IVV Stock Holding History

Advisor Resource Council’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
Q2 		$482K Buy
+640
New +$466K 0.14% 150
2026
Q1 		– Sell
-754
Closed -$525K – 256
2025
Q4 		$525K Buy
+754
New +$512K 0.19% 124
2025
Q3 		– Sell
-9,900
Closed -$6.15M – 106
2025
Q2 		$6.15M Sell
9,900
-12,211
-55% -$7.01M 2.4% 4
2025
Q1 		$6.93M Buy
22,111
+20,388
+1,183% +$12M 0.56% 38
2024
Q4 		$1.01M Sell
1,723
-10,262
-86% -$6.07M 0.73% 15
2024
Q3 		$6.91M Buy
+11,985
New +$6.66M 3.12% 4
2024
Q2 		– Sell
-9,615
Closed -$4.6M – 134
2024
Q1 		$4.6M Sell
9,615
-2,156
-18% -$1.08M 1.94% 7
2023
Q4 		$5.62M Buy
11,771
+4,544
+63% +$2.03M 0.65% 37
2023
Q3 		$3.1M Buy
7,227
+539
+8% +$241K 1.6% 8
2023
Q2 		$2.98M Sell
6,688
-623
-9% -$263K 1.34% 13
2023
Q1 		$3.01M Buy
+7,311
New +$2.93M 0.76% 24
2022
Q3 		– Sell
-8,717
Closed -$3.31M – 320
2022
Q2 		$3.31M Buy
+8,717
New +$3.59M 0.31% 65
2022
Q1 		– Sell
-19,195
Closed -$9.15M – 370
2021
Q4 		$9.15M Buy
19,195
+600
+3% +$277K 0.71% 29
2021
Q3 		$8.01M Buy
18,595
+1,195
+7% +$530K 2.43% 3
2021
Q2 		$7.48M Buy
+17,400
New +$7.29M 0.78% 28

Other funds holding IVV

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

Advisor Resource Council's IVV Position: Q2 2026 in Review

Advisor Resource Council opened a new position in iShares Core S&P 500 ETF (IVV) in Q2 2026: 640 shares worth $482K. The stake represents 0.14% of the portfolio and ranks #150 among its holdings. This is a return to the name: Advisor Resource Council previously reported a position in IVV as recently as Q4 2025.

Advisor Resource Council first reported a position in IVV in Q2 2021 and has held it in 15 quarters since. The position peaked at $9.15M in Q4 2021. 1,835 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Advisor Resource Council held 640 shares of iShares Core S&P 500 ETF worth $482K as of Q2 2026.
  • iShares Core S&P 500 ETF was a new Advisor Resource Council position in Q2 2026.
  • iShares Core S&P 500 ETF made up 0.14% of Advisor Resource Council's portfolio in Q2 2026, its #150 holding.
  • Advisor Resource Council first reported a position in iShares Core S&P 500 ETF in Q2 2021 and has held it in 15 quarters since.
  • Advisor Resource Council's iShares Core S&P 500 ETF position peaked at $9.15M in Q4 2021.
  • 1,835 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Advisor Resource Council's 13F filing for Q2 2026, filed 28 Jul 2026.