ARS Investment Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

ARS Investment Partners’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	$4.11M	Sell	5,483 -4	-0.1%	-$2.91K	0.18%	63
2026 Q1	$3.58M	Buy	5,487 +7	+0.1%	+$4.78K	0.19%	58
2025 Q4	$3.75M	Hold	5,480	–	–	0.22%	57
2025 Q3	$3.67M	Buy	5,480 +1,632	+42%	+$1.05M	0.24%	56
2025 Q2	$2.39M	Hold	3,848	–	–	0.17%	64
2025 Q1	$2.27M	Hold	3,848	–	–	0.21%	60
2024 Q4	$2.27M	Sell	3,848 -27	-0.7%	-$16K	0.2%	60
2024 Q3	$2.24M	Sell	3,875 -160	-4%	-$89K	0.2%	60
2024 Q2	$2.21M	Buy	4,035 +660	+20%	+$347K	0.21%	57
2024 Q1	$1.77M	Hold	3,375	–	–	0.18%	63
2023 Q4	$1.61M	Hold	3,375	–	–	0.18%	65
2023 Q3	$1.45M	Hold	3,375	–	–	0.18%	64
2023 Q2	$1.5M	Hold	3,375	–	–	0.18%	67
2023 Q1	$1.39M	Sell	3,375 -50	-1%	-$20K	0.17%	71
2022 Q4	$1.32M	Sell	3,425 -163	-5%	-$62.9K	0.18%	67
2022 Q3	$1.29M	Buy	3,588 +3	+0.1%	+$1.2K	0.18%	67
2022 Q2	$1.36M	Sell	3,585 -756	-17%	-$311K	0.19%	66
2022 Q1	$1.97M	Buy	4,341 +6	+0.1%	+$2.68K	0.19%	67
2021 Q4	$2.07M	Buy	4,335 +8	+0.2%	+$3.69K	0.19%	67
2021 Q3	$1.86M	Hold	4,327	–	–	0.19%	68
2021 Q2	$1.86M	Buy	4,327 +3,187	+280%	+$1.34M	0.19%	64
2021 Q1	$454K	Sell	1,140 -107	-9%	-$41.4K	0.05%	100
2020 Q4	$468K	Hold	1,247	–	–	0.06%	84
2020 Q3	$419K	Buy	+1,247	New	+$415K	0.07%	79
2013 Q4	–	Sell	-24,600	Closed	-$4.16M	–	84
2013 Q3	$4.16M	Buy	+24,600	New	+$4.15M	0.71%	43

Other funds holding IVV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

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

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

PEGL

P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return

ARS Investment Partners's IVV Position: Q2 2026 in Review

ARS Investment Partners reduced its iShares Core S&P 500 ETF (IVV) stake by 0.07% in Q2 2026, selling an estimated $2.91K and leaving 5,483 shares worth $4.11M. The position accounts for 0.18% of the portfolio, ranked #63.

ARS Investment Partners first reported a position in IVV in Q3 2013 and has held it in 25 quarters since. The position peaked at $4.16M in Q3 2013. 1,365 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

ARS Investment Partners held 5,483 shares of iShares Core S&P 500 ETF worth $4.11M as of Q2 2026.
ARS Investment Partners sold 4 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $2.91K.
iShares Core S&P 500 ETF made up 0.18% of ARS Investment Partners's portfolio in Q2 2026, its #63 holding.
ARS Investment Partners first reported a position in iShares Core S&P 500 ETF in Q3 2013 and has held it in 25 quarters since.
ARS Investment Partners's iShares Core S&P 500 ETF position peaked at $4.16M in Q3 2013.
1,365 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on ARS Investment Partners's 13F filing for Q2 2026, filed 9 Jul 2026.