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

Argent 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 		$11.7M Buy
17,900
+345
+2% +$236K 3.19% 7
2025
Q4 		$12M Sell
17,555
-141
-0.8% -$95.7K 3.36% 5
2025
Q3 		$11.8M Buy
17,696
+1
+0% +$644 3.49% 4
2025
Q2 		$11M Buy
17,695
+495
+3% +$284K 3.4% 6
2025
Q1 		$9.66M Sell
17,200
-127
-0.7% -$75K 3.23% 7
2024
Q4 		$10.2M Buy
17,327
+146
+0.8% +$86.4K 3.78% 7
2024
Q3 		$9.91M Sell
17,181
-977
-5% -$543K 3.68% 7
2024
Q2 		$9.94M Sell
18,158
-326
-2% -$171K 3.95% 7
2024
Q1 		$9.72M Buy
18,484
+845
+5% +$423K 3.84% 7
2023
Q4 		$8.42M Sell
17,639
-3,695
-17% -$1.65M 3.69% 6
2023
Q3 		$9.16M Sell
21,334
-538
-2% -$241K 4.19% 6
2023
Q2 		$9.75M Buy
21,872
+273
+1% +$115K 4.47% 6
2023
Q1 		$8.88M Buy
21,599
+2,068
+11% +$829K 4.24% 6
2022
Q4 		$7.5M Sell
19,531
-25
-0.1% -$9.65K 3.88% 5
2022
Q3 		$7.02M Sell
19,556
-326
-2% -$130K 4.09% 6
2022
Q2 		$7.54M Buy
19,882
+819
+4% +$337K 4.24% 4
2022
Q1 		$8.65M Sell
19,063
-2,994
-14% -$1.34M 4.63% 3
2021
Q4 		$10.5M Buy
22,057
+797
+4% +$367K 5.67% 3
2021
Q3 		$9.16M Sell
21,260
-176
-0.8% -$78K 5.25% 3
2021
Q2 		$9.22M Sell
21,436
-216
-1% -$90.5K 5.6% 3
2021
Q1 		$8.61M Buy
21,652
+672
+3% +$260K 5.54% 3
2020
Q4 		$7.88M Buy
20,980
+1,980
+10% +$705K 4.82% 3
2020
Q3 		$6.38M Buy
19,000
+748
+4% +$249K 4.37% 3
2020
Q2 		$5.65M Sell
18,252
-3,231
-15% -$949K 4.32% 3
2020
Q1 		$5.55M Sell
21,483
-8,106
-27% -$2.48M 5.56% 2
2019
Q4 		$9.64M Buy
+29,589
New +$9.16M 7.21% 1

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Argent Advisors's IVV Position: Q1 2026 in Review

Argent Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 2% in Q1 2026, buying an estimated $236K and bringing the position to 17,900 shares worth $11.7M. The position accounts for 3.19% of the portfolio, ranked #7.

Argent Advisors first reported a position in IVV in Q4 2019 and has held it in 26 quarters since. The position peaked at $12M in Q4 2025. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Argent Advisors held 17,900 shares of iShares Core S&P 500 ETF worth $11.7M as of Q1 2026.
  • Argent Advisors bought 345 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $236K.
  • iShares Core S&P 500 ETF made up 3.19% of Argent Advisors's portfolio in Q1 2026, its #7 holding.
  • Argent Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 26 quarters since.
  • Argent Advisors's iShares Core S&P 500 ETF position peaked at $12M in Q4 2025.
  • 3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Argent Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.