Arista Wealth Management
IVV icon

Arista Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Arista Wealth 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 		$6.4M Hold
8,360
– – 0.69% 26
2026
Q2 		$6.26M Sell
8,360
-86
-1% -$62.6K 0.68% 27
2026
Q1 		$5.52M Buy
8,446
+63
+0.8% +$43K 0.67% 26
2025
Q4 		$5.74M Buy
8,383
+5
+0.1% +$3.4K 0.71% 23
2025
Q3 		$5.61M Hold
8,378
– – 0.7% 24
2025
Q2 		$5.2M Buy
8,378
+1,897
+29% +$1.09M 0.72% 23
2025
Q1 		$3.64M Hold
6,481
– – 0.88% 15
2024
Q4 		$3.82M Buy
6,481
+2
+0% +$1.18K 0.91% 15
2024
Q3 		$3.74M Buy
6,479
+2
+0% +$1.11K 0.9% 15
2024
Q2 		$3.54M Buy
6,477
+2,873
+80% +$1.51M 0.93% 15
2024
Q1 		$1.89M Sell
3,604
-2,518
-41% -$1.26M 1.45% 13
2023
Q4 		$2.92M Buy
6,122
+22
+0.4% +$9.8K 1.07% 13
2023
Q3 		$2.62M Sell
6,100
-145
-2% -$64.9K 1.03% 12
2023
Q2 		$2.78M Sell
6,245
-155
-2% -$65.3K 1.16% 11
2023
Q1 		$2.63M Sell
6,400
-430
-6% -$172K 1.44% 15
2022
Q4 		$2.62M Buy
+6,830
New +$2.64M 1.66% 12

Other funds holding IVV

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
First Command Advisory Services
First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Arista Wealth Management's IVV Position: Q3 2026 in Review

Arista Wealth Management held its iShares Core S&P 500 ETF (IVV) position steady in Q3 2026 at 8,360 shares worth $6.4M. The position accounts for 0.69% of the portfolio, ranked #26.

Arista Wealth Management first reported a position in IVV in Q4 2022 and has held it in 16 quarters since. 2,735 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Arista Wealth Management held 8,360 shares of iShares Core S&P 500 ETF worth $6.4M as of Q3 2026.
  • Arista Wealth Management left its iShares Core S&P 500 ETF share count unchanged in Q3 2026.
  • iShares Core S&P 500 ETF made up 0.69% of Arista Wealth Management's portfolio in Q3 2026, its #26 holding.
  • Arista Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 16 quarters since.
  • 2,735 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

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