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Archer Investment Corporation’s iShares Core S&P 500 ETF IVV Stock Holding History

Archer Investment Corporation’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 		$2.47M Buy
3,303
+300
+10% +$218K 0.47% 41
2026
Q1 		$1.96M Buy
3,003
+26
+0.9% +$17.8K 0.42% 53
2025
Q4 		$2.04M Sell
2,977
-115
-4% -$78.1K 0.46% 46
2025
Q3 		$2.07M Sell
3,092
-174
-5% -$112K 0.47% 44
2025
Q2 		$2.03M Buy
3,266
+73
+2% +$41.9K 0.48% 45
2025
Q1 		$1.79M Buy
3,193
+247
+8% +$146K 0.46% 49
2024
Q4 		$1.73M Buy
2,946
+46
+2% +$27.2K 0.46% 46
2024
Q3 		$1.67M Buy
2,900
+74
+3% +$41.1K 0.45% 49
2024
Q2 		$1.55M Buy
2,826
+7
+0.2% +$3.68K 0.45% 51
2024
Q1 		$1.48M Sell
2,819
-24
-0.8% -$12K 0.45% 52
2023
Q4 		$1.36M Buy
2,843
+125
+5% +$55.9K 0.44% 52
2023
Q3 		$1.17M Buy
2,718
+800
+42% +$358K 0.41% 58
2023
Q2 		$855K Buy
1,918
+717
+60% +$302K 0.3% 73
2023
Q1 		$494K Buy
1,201
+10
+0.8% +$4.01K 0.18% 129
2022
Q4 		$458K Buy
1,191
+353
+42% +$136K 0.18% 131
2022
Q3 		$301K Hold
838
– – 0.13% 167
2022
Q2 		$318K Buy
838
+6
+0.7% +$2.47K 0.13% 170
2022
Q1 		$368K Sell
832
-20
-2% -$8.95K 0.13% 166
2021
Q4 		$406K Sell
852
-10
-1% -$4.61K 0.14% 162
2021
Q3 		$371K Buy
+862
New +$382K 0.14% 162
2021
Q2 		– Sell
-842
Closed -$335K – 625
2021
Q1 		$335K Buy
842
+8
+1% +$3.1K 0.14% 158
2020
Q4 		$313K Buy
834
+3
+0.4% +$1.07K 0.15% 153
2020
Q3 		$279K Buy
831
+3
+0.4% +$998 0.15% 143
2020
Q2 		$256K Sell
828
-1,065
-56% -$313K 0.14% 141
2020
Q1 		$489K Buy
1,893
+3
+0.2% +$919 0.33% 73
2019
Q4 		$611K Buy
1,890
+110
+6% +$34K 0.32% 72
2019
Q3 		$531K Buy
1,780
+5
+0.3% +$1.49K 0.32% 73
2019
Q2 		$523K Sell
1,775
-46
-3% -$13.3K 0.33% 69
2019
Q1 		$518K Buy
1,821
+1,221
+204% +$334K 0.35% 68
2018
Q4 		$151K Buy
+600
New +$163K 0.13% 170

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

Archer Investment Corporation's IVV Position: Q2 2026 in Review

Archer Investment Corporation increased its iShares Core S&P 500 ETF (IVV) stake by 10% in Q2 2026, buying an estimated $218K and bringing the position to 3,303 shares worth $2.47M. The position accounts for 0.47% of the portfolio, ranked #41.

Archer Investment Corporation first reported a position in IVV in Q4 2018 and has held it in 30 quarters since. 4,089 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Archer Investment Corporation held 3,303 shares of iShares Core S&P 500 ETF worth $2.47M as of Q2 2026.
  • Archer Investment Corporation bought 300 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $218K.
  • iShares Core S&P 500 ETF made up 0.47% of Archer Investment Corporation's portfolio in Q2 2026, its #41 holding.
  • Archer Investment Corporation first reported a position in iShares Core S&P 500 ETF in Q4 2018 and has held it in 30 quarters since.
  • 4,089 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Archer Investment Corporation's 13F filing for Q2 2026, filed 3 Aug 2026.