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Arbor Wealth Management (Arizona)’s iShares Core S&P 500 ETF IVV Stock Holding History

Arbor Wealth Management (Arizona)’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
Q1 		– Sell
-78
Closed -$53.4K – 54
2025
Q4 		$53.4K Buy
+78
New +$53K 0.04% 50

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Envestnet Asset Management
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Marshall Wace
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Creative Planning
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Arbor Wealth Management (Arizona)'s IVV Position: Q1 2026 in Review

Arbor Wealth Management (Arizona) sold out of iShares Core S&P 500 ETF (IVV) in Q1 2026, closing a stake of 78 shares — an estimated $53.4K sold.

Arbor Wealth Management (Arizona) first reported a position in IVV in Q4 2025 and held it in 1 quarter. The position peaked at $53.4K in Q4 2025. 4,000 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Arbor Wealth Management (Arizona) reported no remaining iShares Core S&P 500 ETF position as of Q1 2026 after selling out during the quarter.
  • Arbor Wealth Management (Arizona) sold 78 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $53.4K.
  • Arbor Wealth Management (Arizona) first reported a position in iShares Core S&P 500 ETF in Q4 2025 and held it in 1 quarter.
  • Arbor Wealth Management (Arizona)'s iShares Core S&P 500 ETF position peaked at $53.4K in Q4 2025.
  • 4,000 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Arbor Wealth Management (Arizona)'s 13F filing for Q1 2026, filed 31 Aug 2026.