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Armis Advisers’s iShares Core S&P 500 ETF IVV Stock Holding History

Armis Advisers’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 		$13.3M Buy
17,633
+1,390
+9% +$1.01M 1.22% 19
2026
Q1 		$12.1M Buy
16,243
+411
+3% +$281K 1.17% 21
2025
Q4 		$10.3M Sell
15,832
-7,326
-32% -$4.97M 1.16% 20
2025
Q3 		$15.7M Sell
23,158
-883
-4% -$569K 1.43% 20
2025
Q2 		$15M Buy
24,041
+2,878
+14% +$1.65M 1.19% 18
2025
Q1 		$11.9M Buy
21,163
+5,386
+34% +$3.18M 1.11% 21
2024
Q4 		$9.29M Buy
+15,777
New +$9.34M 1.14% 24

Other funds holding IVV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
BOF
Bank of Finland Helsinki, Finland $1.54B AUM 15.84% 1-Year Est. Return
FTWA
Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

Armis Advisers's IVV Position: Q2 2026 in Review

Armis Advisers increased its iShares Core S&P 500 ETF (IVV) stake by 8.6% in Q2 2026, buying an estimated $1.01M and bringing the position to 17,633 shares worth $13.3M. The position accounts for 1.22% of the portfolio, ranked #19.

Armis Advisers first reported a position in IVV in Q4 2024 and has held it in 7 quarters since. The position peaked at $15.7M in Q3 2025. 853 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Armis Advisers held 17,633 shares of iShares Core S&P 500 ETF worth $13.3M as of Q2 2026.
  • Armis Advisers bought 1,390 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $1.01M.
  • iShares Core S&P 500 ETF made up 1.22% of Armis Advisers's portfolio in Q2 2026, its #19 holding.
  • Armis Advisers first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
  • Armis Advisers's iShares Core S&P 500 ETF position peaked at $15.7M in Q3 2025.
  • 853 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Armis Advisers's 13F filing for Q2 2026, filed 7 Jul 2026.