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Arkos Global Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Arkos Global 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
Q1 		$596K Sell
913
-4
-0.4% -$2.73K 0.07% 67
2025
Q4 		$628K Buy
917
+38
+4% +$25.8K 0.08% 64
2025
Q3 		$588K Sell
879
-27
-3% -$17.4K 0.07% 76
2025
Q2 		$563K Sell
906
-14
-2% -$8.04K 0.08% 62
2025
Q1 		$517K Hold
920
– – 0.08% 67
2024
Q4 		$542K Sell
920
-503
-35% -$298K 0.08% 66
2024
Q3 		$821K Buy
1,423
+50
+4% +$27.8K 0.12% 53
2024
Q2 		$751K Buy
1,373
+10
+0.7% +$5.26K 0.12% 53
2024
Q1 		$717K Buy
1,363
+20
+1% +$10K 0.12% 56
2023
Q4 		$641K Hold
1,343
– – 0.12% 48
2023
Q3 		$577K Buy
1,343
+19
+1% +$8.5K 0.12% 45
2023
Q2 		$590K Hold
1,324
– – 0.11% 47
2023
Q1 		$544K Sell
1,324
-19
-1% -$7.62K 0.11% 51
2022
Q4 		$516K Sell
1,343
-12
-0.9% -$4.63K 0.13% 48
2022
Q3 		$486K Hold
1,355
– – 0.15% 41
2022
Q2 		$514K Sell
1,355
-25
-2% -$10.3K 0.15% 39
2022
Q1 		$626K Sell
1,380
-27
-2% -$12.1K 0.16% 39
2021
Q4 		$671K Sell
1,407
-41
-3% -$18.9K 0.2% 34
2021
Q3 		$624K Buy
1,448
+47
+3% +$20.8K 0.21% 33
2021
Q2 		$602K Hold
1,401
– – 0.21% 33
2021
Q1 		$557K Hold
1,401
– – 0.21% 34
2020
Q4 		$526K Hold
1,401
– – 0.22% 35
2020
Q3 		$471K Buy
1,401
+519
+59% +$173K 0.22% 39
2020
Q2 		$273K Buy
+882
New +$259K 0.14% 70
2020
Q1 		– Sell
-650
Closed -$210K – 63
2019
Q4 		$210K Buy
+650
New +$201K 0.14% 49

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Arkos Global Advisors's IVV Position: Q1 2026 in Review

Arkos Global Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 0.44% in Q1 2026, selling an estimated $2.73K and leaving 913 shares worth $596K. The position accounts for 0.07% of the portfolio, ranked #67.

Arkos Global Advisors first reported a position in IVV in Q4 2019 and has held it in 25 quarters since. The position peaked at $821K in Q3 2024. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Arkos Global Advisors held 913 shares of iShares Core S&P 500 ETF worth $596K as of Q1 2026.
  • Arkos Global Advisors sold 4 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $2.73K.
  • iShares Core S&P 500 ETF made up 0.07% of Arkos Global Advisors's portfolio in Q1 2026, its #67 holding.
  • Arkos Global Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 25 quarters since.
  • Arkos Global Advisors's iShares Core S&P 500 ETF position peaked at $821K in Q3 2024.
  • 3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Arkos Global Advisors's 13F filing for Q1 2026, filed 13 May 2026.