Arcadia Wealth Management (New Hampshire)’s iShares Core S&P 500 ETF IVV Stock Holding History

Arcadia Wealth Management (New Hampshire)’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	$342K	Buy	457 +27	+6%	+$19.7K	0.11%	63
2026 Q1	$281K	Sell	430 -17	-4%	-$11.6K	0.1%	63
2025 Q4	$306K	Buy	+447	New	+$304K	0.11%	57
2023 Q2	–	Sell	-561	Closed	-$231K	–	58
2023 Q1	$231K	Buy	+561	New	+$225K	0.19%	53

Other funds holding IVV

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Arcadia Wealth Management (New Hampshire)'s IVV Position: Q2 2026 in Review

Arcadia Wealth Management (New Hampshire) increased its iShares Core S&P 500 ETF (IVV) stake by 6.3% in Q2 2026, buying an estimated $19.7K and bringing the position to 457 shares worth $342K. The position accounts for 0.11% of the portfolio, ranked #63.

Arcadia Wealth Management (New Hampshire) first reported a position in IVV in Q1 2023 and has held it in 4 quarters since. 2,050 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Arcadia Wealth Management (New Hampshire) held 457 shares of iShares Core S&P 500 ETF worth $342K as of Q2 2026.
Arcadia Wealth Management (New Hampshire) bought 27 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $19.7K.
iShares Core S&P 500 ETF made up 0.11% of Arcadia Wealth Management (New Hampshire)'s portfolio in Q2 2026, its #63 holding.
Arcadia Wealth Management (New Hampshire) first reported a position in iShares Core S&P 500 ETF in Q1 2023 and has held it in 4 quarters since.
2,050 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Arcadia Wealth Management (New Hampshire)'s 13F filing for Q2 2026, filed 20 Jul 2026.