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Arbor Investment Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Arbor Investment Advisors’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 		$1.65M Hold
2,205
– – 0.19% 39
2026
Q1 		$1.44M Hold
2,205
– – 0.19% 35
2025
Q4 		$1.51M Sell
2,205
-7
-0.3% -$4.75K 0.2% 36
2025
Q3 		$1.48M Sell
2,212
-404
-15% -$260K 0.19% 38
2025
Q2 		$1.62M Hold
2,616
– – 0.21% 35
2025
Q1 		$1.47M Sell
2,616
-39
-1% -$23K 0.2% 35
2024
Q4 		$1.56M Hold
2,655
– – 0.22% 35
2024
Q3 		$1.53M Sell
2,655
-9
-0.3% -$5K 0.2% 37
2024
Q2 		$1.46M Hold
2,664
– – 0.21% 34
2024
Q1 		$1.4M Sell
2,664
-75
-3% -$37.5K 0.21% 36
2023
Q4 		$1.31M Sell
2,739
-189
-6% -$84.6K 0.2% 37
2023
Q3 		$1.26M Sell
2,928
-12
-0.4% -$5.37K 0.22% 34
2023
Q2 		$1.31M Sell
2,940
-152
-5% -$64.1K 0.23% 34
2023
Q1 		$1.27M Buy
3,092
+414
+15% +$166K 0.23% 36
2022
Q4 		$1.03M Sell
2,678
-97
-3% -$37.4K 0.21% 38
2022
Q3 		$995K Buy
2,775
+70
+3% +$28K 0.24% 32
2022
Q2 		$1.02M Sell
2,705
-24
-0.9% -$9.87K 0.22% 35
2022
Q1 		$1.24M Sell
2,729
-35
-1% -$15.7K 0.24% 32
2021
Q4 		$1.32M Buy
2,764
+3
+0.1% +$1.38K 0.25% 31
2021
Q3 		$1.19M Sell
2,761
-213
-7% -$94.4K 0.24% 31
2021
Q2 		$1.28M Buy
2,974
+4
+0.1% +$1.68K 0.27% 31
2021
Q1 		$1.18M Buy
2,970
+14
+0.5% +$5.42K 0.27% 32
2020
Q4 		$1.11M Buy
2,956
+182
+7% +$64.8K 0.25% 31
2020
Q3 		$932K Sell
2,774
-18
-0.6% -$5.99K 0.24% 35
2020
Q2 		$865K Buy
2,792
+84
+3% +$24.7K 0.24% 34
2020
Q1 		$700K Sell
2,708
-170
-6% -$52.1K 0.23% 33
2019
Q4 		$930K Buy
2,878
+198
+7% +$61.3K 0.26% 30
2019
Q3 		$800K Buy
2,680
+6
+0.2% +$1.78K 0.24% 31
2019
Q2 		$788K Buy
2,674
+49
+2% +$14.2K 0.25% 26
2019
Q1 		$747K Buy
2,625
+485
+23% +$133K 0.24% 26
2018
Q4 		$538K Buy
2,140
+1,035
+94% +$281K 0.2% 27
2018
Q3 		$324K Buy
1,105
+2
+0.2% +$574 0.12% 44
2018
Q2 		$301K Buy
+1,103
New +$300K 0.12% 42

Other funds holding IVV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

Arbor Investment Advisors's IVV Position: Q2 2026 in Review

Arbor Investment Advisors held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 2,205 shares worth $1.65M. The position accounts for 0.19% of the portfolio, ranked #39.

Arbor Investment Advisors first reported a position in IVV in Q2 2018 and has held it in 33 quarters since. 1,654 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Arbor Investment Advisors held 2,205 shares of iShares Core S&P 500 ETF worth $1.65M as of Q2 2026.
  • Arbor Investment Advisors left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
  • iShares Core S&P 500 ETF made up 0.19% of Arbor Investment Advisors's portfolio in Q2 2026, its #39 holding.
  • Arbor Investment Advisors first reported a position in iShares Core S&P 500 ETF in Q2 2018 and has held it in 33 quarters since.
  • 1,654 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Arbor Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.