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

ArborFi 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 		$23.3M Buy
31,135
+735
+2% +$535K 16.9% 1
2026
Q1 		$19.9M Sell
30,400
-897
-3% -$613K 16.21% 1
2025
Q4 		$21.4M Sell
31,297
-97
-0.3% -$65.9K 17.4% 1
2025
Q3 		$21M Buy
31,394
+956
+3% +$616K 17.11% 1
2025
Q2 		$18.9M Buy
30,438
+2,280
+8% +$1.31M 16.64% 1
2025
Q1 		$15.8M Buy
28,158
+2,868
+11% +$1.69M 15.72% 1
2024
Q4 		$14.9M Buy
+25,290
New +$15M 14.94% 1

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

ArborFi Advisors's IVV Position: Q2 2026 in Review

ArborFi Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 2.4% in Q2 2026, buying an estimated $535K and bringing the position to 31,135 shares worth $23.3M. The position accounts for 16.9% of the portfolio, ranked #1.

ArborFi Advisors first reported a position in IVV in Q4 2024 and has held it in 7 quarters since. 4,102 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • ArborFi Advisors held 31,135 shares of iShares Core S&P 500 ETF worth $23.3M as of Q2 2026.
  • ArborFi Advisors bought 735 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $535K.
  • iShares Core S&P 500 ETF made up 16.9% of ArborFi Advisors's portfolio in Q2 2026, its #1 holding.
  • ArborFi Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
  • 4,102 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on ArborFi Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.