Arcadia Wealth Management (New York)’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
Arcadia Wealth Management (New York)'s IVV Position: Q2 2026 in Review
Arcadia Wealth Management (New York) increased its iShares Core S&P 500 ETF (IVV) stake by 5.8% in Q2 2026, buying an estimated $304K and bringing the position to 7,646 shares worth $5.73M. The position accounts for 2.73% of the portfolio, ranked #7.
Arcadia Wealth Management (New York) first reported a position in IVV in Q4 2024 and has held it in 7 quarters since. 4,123 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Arcadia Wealth Management (New York) held 7,646 shares of iShares Core S&P 500 ETF worth $5.73M as of Q2 2026.
- Arcadia Wealth Management (New York) bought 417 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $304K.
- iShares Core S&P 500 ETF made up 2.73% of Arcadia Wealth Management (New York)'s portfolio in Q2 2026, its #7 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 7 quarters since.
- 4,123 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Arcadia Wealth Management (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.