Arax Advisory 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 | $87.1M | Buy |
133,405
+86,462
| +184% | +$59M | 2.46% | 3 |
|
|
2025
Q4 | $32.2M | Buy |
+46,943
| New | +$31.9M | 0.94% | 21 |
|
|
2025
Q3 | – | Sell |
-4,320
| Closed | -$6.42M | – | 3967 |
|
|
2025
Q2 | $6.42M | Buy |
4,320
+214
| +5% | +$123K | 0.29% | 65 |
|
|
2025
Q1 | $2.31M | Sell |
4,106
-1,273
| -24% | -$752K | 0.15% | 106 |
|
|
2024
Q4 | $3.17M | Buy |
5,379
+2,821
| +110% | +$1.67M | 0.2% | 85 |
|
|
2024
Q3 | $1.48M | Sell |
2,558
-10
| -0.4% | -$5.56K | 0.13% | 87 |
|
|
2024
Q2 | $1.41M | Sell |
2,568
-37
| -1% | -$19.5K | 0.14% | 88 |
|
|
2024
Q1 | $1.37M | Sell |
2,605
-91
| -3% | -$45.5K | 0.14% | 83 |
|
|
2023
Q4 | $1.29M | Buy |
2,696
+140
| +5% | +$62.7K | 0.14% | 76 |
|
|
2023
Q3 | $1.1M | Buy |
2,556
+37
| +1% | +$16.6K | 0.14% | 84 |
|
|
2023
Q2 | $1.12M | Buy |
2,519
+229
| +10% | +$96.5K | 0.14% | 73 |
|
|
2023
Q1 | $941K | Buy |
2,290
+5
| +0.2% | +$2K | 0.12% | 81 |
|
|
2022
Q4 | $878K | Sell |
2,285
-5
| -0.2% | -$1.93K | 0.12% | 82 |
|
|
2022
Q3 | $821K | Buy |
2,290
+2
| +0.1% | +$799 | 0.13% | 76 |
|
|
2022
Q2 | $867K | Buy |
2,288
+1,690
| +283% | +$695K | 0.13% | 79 |
|
|
2022
Q1 | $271K | Buy |
598
+68
| +13% | +$30.4K | 0.04% | 202 |
|
|
2021
Q4 | $253K | Buy |
530
+1
| +0.2% | +$461 | 0.03% | 216 |
|
|
2021
Q3 | $228K | Hold |
529
| – | – | 0.03% | 220 |
|
|
2021
Q2 | $228K | Buy |
+529
| New | +$222K | 0.03% | 223 |
|
|
2020
Q4 | $190K | Buy |
505
+182
| +56% | +$64.8K | 0.03% | 209 |
|
|
2020
Q3 | $108K | Sell |
323
-44
| -12% | -$14.6K | 0.02% | 261 |
|
|
2020
Q2 | $114K | Sell |
367
-298
| -45% | -$87.5K | 0.02% | 243 |
|
|
2020
Q1 | $172K | Buy |
665
+299
| +82% | +$91.6K | 0.04% | 165 |
|
|
2019
Q4 | $118K | Sell |
366
-39
| -10% | -$12.1K | 0.03% | 228 |
|
|
2019
Q3 | $121K | Sell |
405
-650
| -62% | -$193K | 0.04% | 218 |
|
|
2019
Q2 | $311K | Buy |
+1,055
| New | +$306K | 0.1% | 94 |
|
|
2018
Q4 | $110K | Buy |
436
+137
| +46% | +$37.2K | 0.04% | 174 |
|
|
2018
Q3 | $88K | Sell |
299
-4,807
| -94% | -$1.38M | 0.04% | 216 |
|
|
2018
Q2 | $1.39M | Hold |
5,106
| – | – | 0.61% | 19 |
|
|
2018
Q1 | $1.35M | Buy |
5,106
+64
| +1% | +$17.6K | 0.7% | 18 |
|
|
2017
Q4 | $1.35M | Buy |
5,042
+4,987
| +9,067% | +$1.31M | 0.59% | 19 |
|
|
2017
Q3 | $13K | Sell |
55
-275
| -83% | -$68.3K | 0.01% | 310 |
|
|
2017
Q2 | $80K | Buy |
330
+212
| +180% | +$51.2K | 0.04% | 173 |
|
|
2017
Q1 | $27K | Hold |
118
| – | – | 0.01% | 258 |
|
|
2016
Q4 | $27K | Buy |
+118
| New | +$25.9K | 0.01% | 234 |
|
Other funds holding IVV
Arax Advisory Partners's IVV Position: Q1 2026 in Review
Arax Advisory Partners increased its iShares Core S&P 500 ETF (IVV) stake by 184% in Q1 2026, buying an estimated $59M and bringing the position to 133,405 shares worth $87.1M. The position accounts for 2.46% of the portfolio, ranked #3.
Arax Advisory Partners first reported a position in IVV in Q4 2016 and has held it in 35 quarters since. 3,982 funds tracked by Wall St. Rank hold IVV as of Q1 2026.
- Arax Advisory Partners held 133,405 shares of iShares Core S&P 500 ETF worth $87.1M as of Q1 2026.
- Arax Advisory Partners bought 86,462 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $59M.
- iShares Core S&P 500 ETF made up 2.46% of Arax Advisory Partners's portfolio in Q1 2026, its #3 holding.
- Arax Advisory Partners first reported a position in iShares Core S&P 500 ETF in Q4 2016 and has held it in 35 quarters since.
- 3,982 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.
Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.