Archvest Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Archvest Wealth Advisors’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 Q1	$12.6M	Buy	19,335 +725	+4%	+$495K	8.15%	3
2025 Q4	$12.7M	Buy	18,610 +715	+4%	+$486K	8.13%	3
2025 Q3	$12M	Buy	17,895 +747	+4%	+$481K	10.61%	2
2025 Q2	$10.6M	Buy	17,148 +1,811	+12%	+$1.04M	9.28%	2
2025 Q1	$8.62M	Buy	15,337 +3,310	+28%	+$1.95M	7.13%	2
2024 Q4	$7.08M	Buy	12,027 +3,598	+43%	+$2.13M	5.13%	7
2024 Q3	$4.86M	Buy	8,429 +894	+12%	+$497K	3.09%	8
2024 Q2	$4.13M	Buy	7,535 +1,354	+22%	+$712K	2.74%	9
2024 Q1	$3.24M	Buy	6,181 +1,220	+25%	+$610K	2.29%	13
2023 Q4	$2.37M	Buy	4,961 +108	+2%	+$48.3K	1.79%	14
2023 Q3	$2.08M	Buy	4,853 +87	+2%	+$38.9K	1.7%	15
2023 Q2	$2.12M	Buy	4,766 +317	+7%	+$134K	1.74%	14
2023 Q1	$1.83M	Buy	4,449 +3	+0.1%	+$1.2K	1.62%	15
2022 Q4	$1.71M	Buy	4,446 +45	+1%	+$17.4K	1.69%	14
2022 Q3	$1.58M	Buy	4,401 +819	+23%	+$327K	1.62%	14
2022 Q2	$1.36M	Buy	3,582 +47	+1%	+$19.3K	1.35%	16
2022 Q1	$1.6M	Hold	3,535	–	–	1.45%	15
2021 Q4	$1.69M	Buy	+3,535	New	+$1.63M	1.46%	16

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Archvest Wealth Advisors's IVV Position: Q1 2026 in Review

Archvest Wealth Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 3.9% in Q1 2026, buying an estimated $495K and bringing the position to 19,335 shares worth $12.6M. The position accounts for 8.15% of the portfolio, ranked #3.

Archvest Wealth Advisors first reported a position in IVV in Q4 2021 and has held it in 18 quarters since. The position peaked at $12.7M in Q4 2025. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Archvest Wealth Advisors held 19,335 shares of iShares Core S&P 500 ETF worth $12.6M as of Q1 2026.
Archvest Wealth Advisors bought 725 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $495K.
iShares Core S&P 500 ETF made up 8.15% of Archvest Wealth Advisors's portfolio in Q1 2026, its #3 holding.
Archvest Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 18 quarters since.
Archvest Wealth Advisors's iShares Core S&P 500 ETF position peaked at $12.7M in Q4 2025.
3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Archvest Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.