ACM
IVV icon

Armbruster Capital Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Armbruster Capital 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 		$5.65M Sell
7,548
-67
-0.9% -$48.8K 0.84% 26
2026
Q1 		$4.97M Buy
7,615
+980
+15% +$669K 0.82% 27
2025
Q4 		$4.54M Sell
6,635
-2,913
-31% -$1.98M 0.76% 27
2025
Q3 		$6.39M Sell
9,548
-5,387
-36% -$3.47M 1.09% 22
2025
Q2 		$9.27M Sell
14,935
-3,533
-19% -$2.03M 1.68% 16
2025
Q1 		$10.4M Sell
18,468
-1,443
-7% -$852K 2.07% 15
2024
Q4 		$11.7M Sell
19,911
-1,220
-6% -$722K 2.38% 13
2024
Q3 		$12.2M Buy
21,131
+134
+0.6% +$74.5K 2.43% 13
2024
Q2 		$11.5M Sell
20,997
-620
-3% -$326K 2.39% 13
2024
Q1 		$11.4M Sell
21,617
-1,150
-5% -$575K 2.42% 13
2023
Q4 		$10.9M Buy
22,767
+2,345
+11% +$1.05M 2.48% 13
2023
Q3 		$8.77M Sell
20,422
-148
-0.7% -$66.2K 2.22% 13
2023
Q2 		$9.17M Sell
20,570
-10
-0% -$4.21K 2.26% 13
2023
Q1 		$8.46M Sell
20,580
-20
-0.1% -$8.02K 2.16% 14
2022
Q4 		$7.91M Buy
20,600
+200
+1% +$77.2K 2.05% 14
2022
Q3 		$7.32M Buy
20,400
+6,350
+45% +$2.54M 2.09% 14
2022
Q2 		$5.33M Sell
14,050
-6,825
-33% -$2.81M 1.44% 19
2022
Q1 		$9.47M Buy
20,875
+1,300
+7% +$581K 2.28% 12
2021
Q4 		$9.34M Hold
19,575
– – 2.14% 13
2021
Q3 		$8.43M Sell
19,575
-200
-1% -$88.6K 2.41% 13
2021
Q2 		$8.5M Buy
19,775
+2,400
+14% +$1.01M 2.4% 13
2021
Q1 		$6.91M Sell
17,375
-400
-2% -$155K 2.05% 14
2020
Q4 		$6.67M Buy
17,775
+2,638
+17% +$939K 2.24% 13
2020
Q3 		$5.09M Sell
15,137
-750
-5% -$250K 1.96% 16
2020
Q2 		$4.92M Sell
15,887
-1,186
-7% -$348K 1.97% 16
2020
Q1 		$4.41M Sell
17,073
-1,930
-10% -$591K 2.08% 19
2019
Q4 		$6.14M Hold
19,003
– – 2.35% 12
2019
Q3 		$5.67M Sell
19,003
-140
-0.7% -$41.6K 2.35% 11
2019
Q2 		$5.64M Sell
19,143
-125
-0.6% -$36.2K 2.37% 12
2019
Q1 		$5.48M Sell
19,268
-100
-0.5% -$27.3K 2.37% 12
2018
Q4 		$4.87M Buy
19,368
+5,702
+42% +$1.55M 2.42% 12
2018
Q3 		$4M Buy
13,666
+2,600
+23% +$746K 1.75% 13
2018
Q2 		$3.02M Sell
11,066
-210
-2% -$57.1K 1.42% 16
2018
Q1 		$2.99M Buy
11,276
+400
+4% +$110K 1.4% 15
2017
Q4 		$2.92M Sell
10,876
-58
-0.5% -$15.2K 1.34% 15
2017
Q3 		$2.77M Buy
10,934
+284
+3% +$70.5K 1.42% 13
2017
Q2 		$2.59M Sell
10,650
-400
-4% -$96.5K 1.4% 14
2017
Q1 		$2.62M Hold
11,050
– – 1.46% 12
2016
Q4 		$2.49M Buy
11,050
+3,025
+38% +$665K 1.46% 13
2016
Q3 		$1.75M Hold
8,025
– – 1.08% 15
2016
Q2 		$1.69M Buy
8,025
+5,375
+203% +$1.12M 1.09% 16
2016
Q1 		$548K Hold
2,650
– – 0.37% 29
2015
Q4 		$543K Buy
+2,650
New +$547K 0.48% 32

Other funds holding IVV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Armbruster Capital Management's IVV Position: Q2 2026 in Review

Armbruster Capital Management reduced its iShares Core S&P 500 ETF (IVV) stake by 0.88% in Q2 2026, selling an estimated $48.8K and leaving 7,548 shares worth $5.65M. The position accounts for 0.84% of the portfolio, ranked #26.

Armbruster Capital Management first reported a position in IVV in Q4 2015 and has held it in 43 quarters since. The position peaked at $12.2M in Q3 2024. 952 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Armbruster Capital Management held 7,548 shares of iShares Core S&P 500 ETF worth $5.65M as of Q2 2026.
  • Armbruster Capital Management sold 67 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $48.8K.
  • iShares Core S&P 500 ETF made up 0.84% of Armbruster Capital Management's portfolio in Q2 2026, its #26 holding.
  • Armbruster Capital Management first reported a position in iShares Core S&P 500 ETF in Q4 2015 and has held it in 43 quarters since.
  • Armbruster Capital Management's iShares Core S&P 500 ETF position peaked at $12.2M in Q3 2024.
  • 952 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Armbruster Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.