AWM
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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
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% +$9.85K 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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
Envestnet Portfolio Solutions
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

Arista Wealth Management's IVV Position: Q2 2026 in Review

Arista Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 1% in Q2 2026, selling an estimated $62.6K and leaving 8,360 shares worth $6.26M. The position accounts for 0.68% of the portfolio, ranked #27.

Arista Wealth Management first reported a position in IVV in Q4 2022 and has held it in 15 quarters since. 2,283 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Arista Wealth Management held 8,360 shares of iShares Core S&P 500 ETF worth $6.26M as of Q2 2026.
  • Arista Wealth Management sold 86 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $62.6K.
  • iShares Core S&P 500 ETF made up 0.68% of Arista Wealth Management's portfolio in Q2 2026, its #27 holding.
  • Arista Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
  • 2,283 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Arista Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.