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 Q3	$16.6M	Buy	21,693 +974	+5%	+$743K	8.33%	3
2026 Q2	$15.5M	Buy	20,719 +1,384	+7%	+$1.01M	8.98%	2
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

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Archvest Wealth Advisors's IVV Position: Q3 2026 in Review

Archvest Wealth Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 4.7% in Q3 2026, buying an estimated $743K and bringing the position to 21,693 shares worth $16.6M. The position accounts for 8.33% of the portfolio, ranked #3.

Archvest Wealth Advisors first reported a position in IVV in Q4 2021 and has held it in 20 quarters since. 3,075 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Archvest Wealth Advisors held 21,693 shares of iShares Core S&P 500 ETF worth $16.6M as of Q3 2026.
Archvest Wealth Advisors bought 974 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $743K.
iShares Core S&P 500 ETF made up 8.33% of Archvest Wealth Advisors's portfolio in Q3 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 20 quarters since.
3,075 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Archvest Wealth Advisors's 13F filing for Q3 2026, filed 29 Oct 2026.