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

Argent Capital Management’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	$953K	Buy	1,244 +75	+6%	+$57.2K	0.03%	125
2026 Q2	$875K	Sell	1,169 -1,235	-51%	-$899K	0.03%	124
2026 Q1	$1.57M	Sell	2,404 -3,922	-62%	-$2.68M	0.05%	104
2025 Q4	$4.33M	Buy	6,326 +5,202	+463%	+$3.53M	0.12%	74
2025 Q3	$752K	Hold	1,124	–	–	0.02%	117
2025 Q2	$698K	Hold	1,124	–	–	0.02%	116
2025 Q1	$632K	Sell	1,124 -2,198	-66%	-$1.3M	0.02%	122
2024 Q4	$1.96M	Buy	3,322 +2,198	+196%	+$1.3M	0.06%	89
2024 Q3	$648K	Hold	1,124	–	–	0.02%	113
2024 Q2	$615K	Hold	1,124	–	–	0.02%	109
2024 Q1	$591K	Sell	1,124 -1,578	-58%	-$790K	0.02%	113
2023 Q4	$1.29M	Buy	2,702 +1,578	+140%	+$706K	0.04%	92
2023 Q3	$483K	Hold	1,124	–	–	0.02%	112
2023 Q2	$501K	Buy	+1,124	New	+$474K	0.02%	115
2023 Q1	–	Sell	-7,012	Closed	-$2.69M	–	145
2022 Q4	$2.69M	Buy	7,012 +6,295	+878%	+$2.43M	0.1%	80
2022 Q3	$257K	Sell	717 -606	-46%	-$242K	0.01%	152
2022 Q2	$502K	Buy	+1,323	New	+$544K	0.02%	132
2022 Q1	–	Sell	-768	Closed	-$366K	–	183
2021 Q4	$366K	Buy	+768	New	+$354K	0.01%	164
2021 Q1	–	Sell	-10,855	Closed	-$4.08M	–	194
2020 Q4	$4.08M	Buy	10,855 +10,162	+1,466%	+$3.62M	0.14%	64
2020 Q3	$233K	Sell	693 -148	-18%	-$49.3K	0.01%	194
2020 Q2	$260K	Sell	841 -3,543	-81%	-$1.04M	0.01%	188
2020 Q1	$1.13M	Buy	4,384 +1,779	+68%	+$545K	0.05%	116
2019 Q4	$842K	Buy	+2,605	New	+$806K	0.03%	160
2019 Q2	–	Sell	-845	Closed	-$240K	–	205
2019 Q1	$240K	Sell	845 -53,890	-98%	-$14.7M	0.01%	193
2018 Q4	$13.8M	Buy	+54,735	New	+$14.9M	0.7%	43
2017 Q4	–	Sell	-6,900	Closed	-$1.75M	–	212
2017 Q3	$1.75M	Buy	+6,900	New	+$1.71M	0.07%	120
2017 Q1	–	Sell	-13,272	Closed	-$2.99M	–	195
2016 Q4	$2.99M	Buy	+13,272	New	+$2.92M	0.12%	92
2016 Q1	–	Sell	-16,542	Closed	-$3.39M	–	215
2015 Q4	$3.39M	Buy	+16,542	New	+$3.42M	0.16%	75
2015 Q1	–	Sell	-25,274	Closed	-$5.23M	–	176
2014 Q4	$5.23M	Buy	+25,274	New	+$5.12M	0.25%	63

Other funds holding IVV

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

BOF

Bank of Finland Helsinki, Finland $1.38B AUM 11.75% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

LFG

Leverty Financial Group Hudson, Wisconsin $549M AUM 10.43% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Argent Capital Management's IVV Position: Q3 2026 in Review

Argent Capital Management increased its iShares Core S&P 500 ETF (IVV) stake by 6.4% in Q3 2026, buying an estimated $57.2K and bringing the position to 1,244 shares worth $953K. The position accounts for 0.03% of the portfolio, ranked #125.

Argent Capital Management first reported a position in IVV in Q4 2014 and has held it in 29 quarters since. The position peaked at $13.8M in Q4 2018. 245 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Argent Capital Management held 1,244 shares of iShares Core S&P 500 ETF worth $953K as of Q3 2026.
Argent Capital Management bought 75 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $57.2K.
iShares Core S&P 500 ETF made up 0.03% of Argent Capital Management's portfolio in Q3 2026, its #125 holding.
Argent Capital Management first reported a position in iShares Core S&P 500 ETF in Q4 2014 and has held it in 29 quarters since.
Argent Capital Management's iShares Core S&P 500 ETF position peaked at $13.8M in Q4 2018.
245 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Argent Capital Management's 13F filing for Q3 2026, filed 5 Oct 2026.