Arcadia Wealth Management (New York)’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
Arcadia Wealth Management (New York)'s IVV Position: Q1 2026 in Review
Arcadia Wealth Management (New York) increased its iShares Core S&P 500 ETF (IVV) stake by 18% in Q1 2026, buying an estimated $737K and bringing the position to 7,229 shares worth $4.72M. The position accounts for 2.56% of the portfolio, ranked #8.
Arcadia Wealth Management (New York) first reported a position in IVV in Q4 2024 and has held it in 6 quarters since. 3,982 funds tracked by Wall St. Rank hold IVV as of Q1 2026.
- Arcadia Wealth Management (New York) held 7,229 shares of iShares Core S&P 500 ETF worth $4.72M as of Q1 2026.
- Arcadia Wealth Management (New York) bought 1,080 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $737K.
- iShares Core S&P 500 ETF made up 2.56% of Arcadia Wealth Management (New York)'s portfolio in Q1 2026, its #8 holding.
- Arcadia Wealth Management (New York) first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 6 quarters since.
- 3,982 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.
Based on Arcadia Wealth Management (New York)'s 13F filing for Q1 2026, filed 14 May 2026.