Arbor Investment Advisors’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
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
CM
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. 4,115 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.
- 4,115 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.