Archvest Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
Archvest Wealth Advisors's IVV Position: Q2 2026 in Review
Archvest Wealth Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 7.2% in Q2 2026, buying an estimated $1.01M and bringing the position to 20,719 shares worth $15.5M. The position accounts for 8.98% of the portfolio, ranked #2.
Archvest Wealth Advisors first reported a position in IVV in Q4 2021 and has held it in 19 quarters since. 4,104 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Archvest Wealth Advisors held 20,719 shares of iShares Core S&P 500 ETF worth $15.5M as of Q2 2026.
- Archvest Wealth Advisors bought 1,384 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $1.01M.
- iShares Core S&P 500 ETF made up 8.98% of Archvest Wealth Advisors's portfolio in Q2 2026, its #2 holding.
- Archvest Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
- 4,104 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Archvest Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.