Argus Investors Counsel’s iShares Core S&P 500 ETF IVV Stock Holding History

Argus Investors Counsel’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	$352K	Sell	459 -5	-1%	-$3.82K	0.27%	77
2026 Q2	$347K	Sell	464 -10	-2%	-$7.28K	0.27%	76
2026 Q1	$310K	Sell	474 -11	-2%	-$7.51K	0.28%	80
2025 Q4	$332K	Sell	485 -9	-2%	-$6.11K	0.27%	77
2025 Q3	$331K	Sell	494 -6	-1%	-$3.86K	0.26%	78
2025 Q2	$310K	Sell	500 -93	-16%	-$53.4K	0.22%	100
2025 Q1	$333K	Sell	593 -3	-0.5%	-$1.77K	0.25%	102
2024 Q4	$351K	Sell	596 -2	-0.3%	-$1.18K	0.23%	102
2024 Q3	$345K	Sell	598 -140	-19%	-$77.8K	0.23%	101
2024 Q2	$404K	Sell	738 -260	-26%	-$137K	0.25%	96
2024 Q1	$525K	Buy	998 +400	+67%	+$200K	0.32%	83
2023 Q4	$286K	Sell	598 -74	-11%	-$33.1K	0.18%	92
2023 Q3	$289K	Sell	672 -1	-0.1%	-$447	0.21%	93
2023 Q2	$300K	Sell	673 -7	-1%	-$2.95K	0.21%	92
2023 Q1	$280K	Sell	680 -4	-0.6%	-$1.6K	0.21%	91
2022 Q4	$263K	Sell	684 -3	-0.4%	-$1.16K	0.21%	88
2022 Q3	$246K	Sell	687 -2	-0.3%	-$799	0.22%	89
2022 Q2	$261K	Sell	689 -1	-0.1%	-$411	0.19%	88
2022 Q1	$313K	Hold	690	–	–	0.2%	88
2021 Q4	$329K	Sell	690 -3	-0.4%	-$1.38K	0.2%	90
2021 Q3	$299K	Sell	693 -2	-0.3%	-$886	0.2%	89
2021 Q2	$299K	Hold	695	–	–	0.12%	84
2021 Q1	$276K	Hold	695	–	–	0.11%	80
2020 Q4	$261K	Sell	695 -61	-8%	-$21.7K	0.11%	70
2020 Q3	$254K	Buy	+756	New	+$252K	0.11%	70

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

Argus Investors Counsel's IVV Position: Q3 2026 in Review

Argus Investors Counsel reduced its iShares Core S&P 500 ETF (IVV) stake by 1.1% in Q3 2026, selling an estimated $3.82K and leaving 459 shares worth $352K. The position accounts for 0.27% of the portfolio, ranked #77.

Argus Investors Counsel first reported a position in IVV in Q3 2020 and has held it in 25 quarters since. The position peaked at $525K in Q1 2024. 245 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Argus Investors Counsel held 459 shares of iShares Core S&P 500 ETF worth $352K as of Q3 2026.
Argus Investors Counsel sold 5 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $3.82K.
iShares Core S&P 500 ETF made up 0.27% of Argus Investors Counsel's portfolio in Q3 2026, its #77 holding.
Argus Investors Counsel first reported a position in iShares Core S&P 500 ETF in Q3 2020 and has held it in 25 quarters since.
Argus Investors Counsel's iShares Core S&P 500 ETF position peaked at $525K in Q1 2024.
245 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Argus Investors Counsel's 13F filing for Q3 2026, filed 9 Oct 2026.