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 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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Argus Investors Counsel's IVV Position: Q2 2026 in Review

Argus Investors Counsel reduced its iShares Core S&P 500 ETF (IVV) stake by 2.1% in Q2 2026, selling an estimated $7.28K and leaving 464 shares worth $347K. The position accounts for 0.27% of the portfolio, ranked #76.

Argus Investors Counsel first reported a position in IVV in Q3 2020 and has held it in 24 quarters since. The position peaked at $525K in Q1 2024. 2,171 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Argus Investors Counsel held 464 shares of iShares Core S&P 500 ETF worth $347K as of Q2 2026.
Argus Investors Counsel sold 10 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $7.28K.
iShares Core S&P 500 ETF made up 0.27% of Argus Investors Counsel's portfolio in Q2 2026, its #76 holding.
Argus Investors Counsel first reported a position in iShares Core S&P 500 ETF in Q3 2020 and has held it in 24 quarters since.
Argus Investors Counsel's iShares Core S&P 500 ETF position peaked at $525K in Q1 2024.
2,171 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Argus Investors Counsel's 13F filing for Q2 2026, filed 31 Jul 2026.