Advisory Resource Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Advisory Resource Group’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	$13.4M	Buy	17,909 +811	+5%	+$591K	2.02%	10
2026 Q1	$11.2M	Buy	17,098 +114	+0.7%	+$77.8K	1.92%	11
2025 Q4	$11.6M	Sell	16,984 -154	-0.9%	-$105K	2.05%	11
2025 Q3	$11.5M	Sell	17,138 -14	-0.1%	-$9.02K	2.06%	12
2025 Q2	$10.6M	Sell	17,152 -41	-0.2%	-$23.5K	2.05%	9
2025 Q1	$9.66M	Buy	17,193 +37	+0.2%	+$21.8K	1.97%	10
2024 Q4	$10.1M	Buy	17,156 +30	+0.2%	+$17.8K	2.14%	9
2024 Q3	$9.88M	Sell	17,126 -778	-4%	-$433K	2.11%	8
2024 Q2	$9.8M	Sell	17,904 -183	-1%	-$96.2K	2.21%	8
2024 Q1	$9.51M	Sell	18,087 -371	-2%	-$186K	2.18%	9
2023 Q4	$8.82M	Sell	18,458 -88	-0.5%	-$39.4K	2.2%	9
2023 Q3	$7.96M	Sell	18,546 -171	-0.9%	-$76.5K	2.15%	10
2023 Q2	$8.34M	Buy	18,717 +733	+4%	+$309K	2.27%	9
2023 Q1	$7.39M	Buy	17,984 +287	+2%	+$115K	2.07%	10
2022 Q4	$6.8M	Buy	17,697 +580	+3%	+$224K	2.02%	9
2022 Q3	$6.14M	Sell	17,117 -265	-2%	-$106K	2.03%	9
2022 Q2	$6.59M	Sell	17,382 -41	-0.2%	-$16.9K	2.16%	9
2022 Q1	$7.9M	Sell	17,423 -125	-0.7%	-$55.9K	2.46%	8
2021 Q4	$7.93M	Buy	17,548 +204	+1%	+$94K	2.65%	9
2021 Q3	$7.47M	Sell	17,344 -155	-0.9%	-$68.7K	2.75%	8
2021 Q2	$7.52M	Sell	17,499 -15,542	-47%	-$6.51M	3.01%	6
2021 Q1	$13.1M	Sell	33,041 -7,076	-18%	-$2.74M	6.14%	4
2020 Q4	$15.1M	Buy	40,117 +6,455	+19%	+$2.3M	7.47%	4
2020 Q3	$11.3M	Sell	33,662 -1,435	-4%	-$478K	6.63%	4
2020 Q2	$10.9M	Buy	35,097 +7,597	+28%	+$2.23M	6.7%	4
2020 Q1	$7.11M	Buy	27,500 +1,360	+5%	+$417K	5.43%	5
2019 Q4	$8.45M	Sell	26,140 -36,714	-58%	-$11.4M	4.76%	6
2019 Q3	$18.8M	Sell	62,854 -1,824	-3%	-$542K	10.07%	3
2019 Q2	$19.1M	Sell	64,678 -5,149	-7%	-$1.49M	10.45%	3
2019 Q1	$20.1M	Sell	69,827 -5,728	-8%	-$1.57M	11.21%	3
2018 Q4	$19M	Buy	+75,555	New	+$20.5M	11.67%	3

Other funds holding IVV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Advisory Resource Group's IVV Position: Q2 2026 in Review

Advisory Resource Group increased its iShares Core S&P 500 ETF (IVV) stake by 4.7% in Q2 2026, buying an estimated $591K and bringing the position to 17,909 shares worth $13.4M. The position accounts for 2.02% of the portfolio, ranked #10.

Advisory Resource Group first reported a position in IVV in Q4 2018 and has held it in 31 quarters since. The position peaked at $20.1M in Q1 2019. 952 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Advisory Resource Group held 17,909 shares of iShares Core S&P 500 ETF worth $13.4M as of Q2 2026.
Advisory Resource Group bought 811 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $591K.
iShares Core S&P 500 ETF made up 2.02% of Advisory Resource Group's portfolio in Q2 2026, its #10 holding.
Advisory Resource Group first reported a position in iShares Core S&P 500 ETF in Q4 2018 and has held it in 31 quarters since.
Advisory Resource Group's iShares Core S&P 500 ETF position peaked at $20.1M in Q1 2019.
952 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Advisory Resource Group's 13F filing for Q2 2026, filed 14 Jul 2026.