AWA
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Arkadios Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Arkadios Wealth Advisors’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 		$124M Buy
166,177
+2,565
+2% +$1.87M 1.88% 3
2026
Q1 		$107M Buy
163,612
+20,645
+14% +$14.1M 1.74% 3
2025
Q4 		$97.9M Buy
142,967
+15,551
+12% +$10.6M 1.9% 4
2025
Q3 		$85.3M Buy
127,416
+19,577
+18% +$12.6M 2.05% 3
2025
Q2 		$67M Buy
107,839
+12,190
+13% +$7M 1.97% 4
2025
Q1 		$53.7M Buy
95,649
+34,591
+57% +$20.4M 2.03% 3
2024
Q4 		$35.9M Buy
61,058
+16,685
+38% +$9.88M 1.96% 6
2024
Q3 		$25.6M Buy
44,373
+15,446
+53% +$8.59M 1.45% 8
2024
Q2 		$15.8M Buy
28,927
+18,832
+187% +$9.9M 1.07% 15
2024
Q1 		$5.31M Sell
10,095
-459
-4% -$230K 0.41% 48
2023
Q4 		$5.04M Buy
10,554
+3,559
+51% +$1.59M 0.43% 48
2023
Q3 		$3M Buy
6,995
+1,020
+17% +$456K 0.29% 88
2023
Q2 		$2.66M Sell
5,975
-442
-7% -$186K 0.31% 77
2023
Q1 		$2.64M Buy
6,417
+132
+2% +$52.9K 0.31% 83
2022
Q4 		$2.41M Buy
6,285
+778
+14% +$300K 0.32% 85
2022
Q3 		$1.98M Buy
5,507
+1,044
+23% +$417K 0.3% 88
2022
Q2 		$1.69M Sell
4,463
-1,314
-23% -$541K 0.25% 110
2022
Q1 		$2.62M Sell
5,777
-547
-9% -$245K 0.34% 73
2021
Q4 		$3.02M Buy
6,324
+912
+17% +$420K 0.4% 64
2021
Q3 		$2.33M Sell
5,412
-10,684
-66% -$4.73M 0.34% 77
2021
Q2 		$6.92M Buy
16,096
+226
+1% +$94.7K 0.84% 13
2021
Q1 		$6.31M Buy
15,870
+1,599
+11% +$619K 1.04% 13
2020
Q4 		$5.36M Buy
14,271
+12,937
+970% +$4.6M 1.12% 13
2020
Q3 		$465K Sell
1,334
-8
-0.6% -$2.66K 0.23% 104
2020
Q2 		$430K Sell
1,342
-253
-16% -$74.3K 0.24% 100
2020
Q1 		$412K Buy
1,595
+773
+94% +$237K 0.26% 92
2019
Q4 		$278K Buy
+822
New +$254K 0.17% 124

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Arkadios Wealth Advisors's IVV Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 1.6% in Q2 2026, buying an estimated $1.87M and bringing the position to 166,177 shares worth $124M. The position accounts for 1.88% of the portfolio, ranked #3.

Arkadios Wealth Advisors first reported a position in IVV in Q4 2019 and has held it in 27 quarters since. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Arkadios Wealth Advisors held 166,177 shares of iShares Core S&P 500 ETF worth $124M as of Q2 2026.
  • Arkadios Wealth Advisors bought 2,565 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $1.87M.
  • iShares Core S&P 500 ETF made up 1.88% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #3 holding.
  • Arkadios Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 27 quarters since.
  • 4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.