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Archford Capital Strategies’s iShares Core S&P 500 ETF IVV Stock Holding History

Archford Capital Strategies’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 		$3.17M Sell
4,233
-21
-0.5% -$15.3K 0.32% 76
2026
Q1 		$2.78M Hold
4,254
– – 0.32% 78
2025
Q4 		$2.91M Sell
4,254
-22
-0.5% -$14.9K 0.34% 69
2025
Q3 		$2.86M Sell
4,276
-1
-0% -$644 0.34% 67
2025
Q2 		$2.66M Sell
4,277
-424
-9% -$243K 0.34% 71
2025
Q1 		$2.64M Buy
4,701
+2,089
+80% +$1.23M 0.39% 71
2024
Q4 		$1.54M Buy
2,612
+63
+2% +$37.3K 0.23% 104
2024
Q3 		$1.5M Buy
2,549
+1
+0% +$556 0.23% 102
2024
Q2 		$1.39M Sell
2,548
-28
-1% -$14.7K 0.23% 103
2024
Q1 		$1.35M Hold
2,576
– – 0.23% 113
2023
Q4 		$1.23M Sell
2,576
-57
-2% -$25.5K 0.23% 114
2023
Q3 		$1.13M Buy
2,633
+255
+11% +$114K 0.23% 108
2023
Q2 		$1.09M Sell
2,378
-8
-0.3% -$3.37K 0.21% 120
2023
Q1 		$977K Sell
2,386
-5,917
-71% -$2.37M 0.2% 117
2022
Q4 		$3.19M Buy
8,303
+5,250
+172% +$2.03M 0.73% 33
2022
Q3 		$1.09M Buy
+3,053
New +$1.22M 0.28% 89
2022
Q2 		– Sell
-493
Closed -$223K – 280
2022
Q1 		$223K Sell
493
-32
-6% -$14.3K 0.05% 264
2021
Q4 		$250K Sell
525
-594
-53% -$274K 0.06% 272
2021
Q3 		$482K Sell
1,119
-769
-41% -$341K 0.11% 193
2021
Q2 		$812K Buy
1,888
+1,287
+214% +$539K 0.2% 130
2021
Q1 		$251K Buy
601
+7
+1% +$2.71K 0.07% 245
2020
Q4 		$227K Hold
594
– – 0.05% 252
2020
Q3 		$200K Sell
594
-56
-9% -$18.6K 0.05% 247
2020
Q2 		$201K Buy
+650
New +$191K 0.06% 240
2019
Q3 		– Sell
-470
Closed -$139K – 371
2019
Q2 		$139K Hold
470
– – 0.05% 223
2019
Q1 		$134K Buy
470
+390
+488% +$107K 0.05% 226
2018
Q4 		$20K Hold
80
– – 0.01% 318
2018
Q3 		$23K Hold
80
– – 0.01% 339
2018
Q2 		$22K Sell
80
-193
-71% -$52.5K 0.01% 356
2018
Q1 		$73K Buy
+273
New +$75.1K 0.03% 184
2017
Q2 		– Sell
-724
Closed -$172K – 400
2017
Q1 		$172K Hold
724
– – 0.06% 199
2016
Q4 		$162K Hold
724
– – 0.07% 178
2016
Q3 		$157K Hold
724
– – 0.06% 191
2016
Q2 		$152K Buy
+724
New +$151K 0.08% 171
2016
Q1 		– Sell
-580
Closed -$119K – 382
2015
Q4 		$119K Hold
580
– – 0.05% 198
2015
Q3 		$112K Buy
580
+6
+1% +$1.23K 0.08% 146
2015
Q2 		$119K Hold
574
– – 0.08% 142
2015
Q1 		$119K Buy
574
+494
+618% +$103K 0.08% 148
2014
Q4 		$17K Sell
80
-387
-83% -$78.3K 0.01% 308
2014
Q3 		$93K Buy
467
+299
+178% +$59.5K 0.07% 155
2014
Q2 		$33.1K Sell
168
-82
-33% -$15.7K 0.03% 256
2014
Q1 		$47K Buy
+250
New +$46.2K 0.04% 226

Other funds holding IVV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Portfolio Solutions
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
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Archford Capital Strategies's IVV Position: Q2 2026 in Review

Archford Capital Strategies reduced its iShares Core S&P 500 ETF (IVV) stake by 0.49% in Q2 2026, selling an estimated $15.3K and leaving 4,233 shares worth $3.17M. The position accounts for 0.32% of the portfolio, ranked #76.

Archford Capital Strategies first reported a position in IVV in Q1 2014 and has held it in 42 quarters since. The position peaked at $3.19M in Q4 2022. 952 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Archford Capital Strategies held 4,233 shares of iShares Core S&P 500 ETF worth $3.17M as of Q2 2026.
  • Archford Capital Strategies sold 21 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $15.3K.
  • iShares Core S&P 500 ETF made up 0.32% of Archford Capital Strategies's portfolio in Q2 2026, its #76 holding.
  • Archford Capital Strategies first reported a position in iShares Core S&P 500 ETF in Q1 2014 and has held it in 42 quarters since.
  • Archford Capital Strategies's iShares Core S&P 500 ETF position peaked at $3.19M in Q4 2022.
  • 952 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Archford Capital Strategies's 13F filing for Q2 2026, filed 17 Jul 2026.