AIM
IVV icon

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

Archer Investment Management’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
Q3 		$31.3M Sell
40,877
-2,874
-7% -$2.19M 9.87% 1
2026
Q2 		$32.8M Buy
43,751
+23,653
+118% +$17.2M 11.2% 1
2026
Q1 		$13.1M Buy
20,098
+13,548
+207% +$9.25M 5.52% 2
2025
Q4 		$4.49M Buy
+6,550
New +$4.45M 2.41% 11

Other funds holding IVV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.28B AUM 16.36% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
BOF
Bank of Finland Helsinki, Finland $1.38B AUM 11.75% 1-Year Est. Return
FHB
First Hawaiian Bank Honolulu, Hawaii $826M AUM 13.14% 1-Year Est. Return

Archer Investment Management's IVV Position: Q3 2026 in Review

Archer Investment Management reduced its iShares Core S&P 500 ETF (IVV) stake by 6.6% in Q3 2026, selling an estimated $2.19M and leaving 40,877 shares worth $31.3M. The position accounts for 9.87% of the portfolio, ranked #1.

Archer Investment Management first reported a position in IVV in Q4 2025 and has held it in 4 quarters since. The position peaked at $32.8M in Q2 2026. 699 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Archer Investment Management held 40,877 shares of iShares Core S&P 500 ETF worth $31.3M as of Q3 2026.
  • Archer Investment Management sold 2,874 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $2.19M.
  • iShares Core S&P 500 ETF made up 9.87% of Archer Investment Management's portfolio in Q3 2026, its #1 holding.
  • Archer Investment Management first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 4 quarters since.
  • Archer Investment Management's iShares Core S&P 500 ETF position peaked at $32.8M in Q2 2026.
  • 699 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Archer Investment Management's 13F filing for Q3 2026, filed 13 Oct 2026.