ARS Wealth Advisors Group
IVV icon

ARS Wealth Advisors Group’s iShares Core S&P 500 ETF IVV Stock Holding History

ARS Wealth Advisors Group’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
Q3 		$1.01M Sell
1,323
-41
-3% -$31.3K 0.07% 96
2026
Q2 		$1.02M Buy
1,364
+39
+3% +$28.4K 0.08% 95
2026
Q1 		$865K Sell
1,325
-6
-0.5% -$4.1K 0.07% 93
2025
Q4 		$911K Buy
1,331
+22
+2% +$14.9K 0.08% 85
2025
Q3 		$876K Sell
1,309
-12
-0.9% -$7.73K 0.09% 82
2025
Q2 		$820K Sell
1,321
-9
-0.7% -$5.17K 0.09% 84
2025
Q1 		$747K Buy
1,330
+79
+6% +$46.6K 0.11% 74
2024
Q4 		$736K Sell
1,251
-206
-14% -$122K 0.1% 75
2024
Q3 		$841K Buy
1,457
+22
+2% +$12.2K 0.1% 78
2024
Q2 		$785K Sell
1,435
-6
-0.4% -$3.16K 0.1% 74
2024
Q1 		$758K Buy
1,441
+457
+46% +$229K 0.1% 78
2023
Q4 		$470K Sell
984
-815
-45% -$365K 0.07% 93
2023
Q3 		$773K Buy
1,799
+296
+20% +$132K 0.13% 73
2023
Q2 		$670K Sell
1,503
-90
-6% -$37.9K 0.11% 84
2023
Q1 		$655K Sell
1,593
-127
-7% -$50.9K 0.12% 72
2022
Q4 		$661K Buy
1,720
+976
+131% +$377K 0.11% 78
2022
Q3 		$267K Hold
744
– – 0.04% 123
2022
Q2 		$282K Hold
744
– – 0.04% 132
2022
Q1 		$338K Sell
744
-22
-3% -$9.8K 0.06% 94
2021
Q4 		$365K Sell
766
-145
-16% -$66.8K 0.06% 97
2021
Q3 		$392K Buy
+911
New +$404K 0.07% 91

Other funds holding IVV

Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
AIA Group
AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Greenleaf Trust
Greenleaf Trust Kalamazoo, Michigan $9.8B AUM 2.94% 1-Year Est. Return
Nationwide Fund Advisors
Nationwide Fund Advisors Columbus, Ohio $2.31B AUM 10.49% 1-Year Est. Return

ARS Wealth Advisors Group's IVV Position: Q3 2026 in Review

ARS Wealth Advisors Group reduced its iShares Core S&P 500 ETF (IVV) stake by 3% in Q3 2026, selling an estimated $31.3K and leaving 1,323 shares worth $1.01M. The position accounts for 0.07% of the portfolio, ranked #96.

ARS Wealth Advisors Group first reported a position in IVV in Q3 2021 and has held it in 21 quarters since. The position peaked at $1.02M in Q2 2026. 2,066 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • ARS Wealth Advisors Group held 1,323 shares of iShares Core S&P 500 ETF worth $1.01M as of Q3 2026.
  • ARS Wealth Advisors Group sold 41 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $31.3K.
  • iShares Core S&P 500 ETF made up 0.07% of ARS Wealth Advisors Group's portfolio in Q3 2026, its #96 holding.
  • ARS Wealth Advisors Group first reported a position in iShares Core S&P 500 ETF in Q3 2021 and has held it in 21 quarters since.
  • ARS Wealth Advisors Group's iShares Core S&P 500 ETF position peaked at $1.02M in Q2 2026.
  • 2,066 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q3 2026, filed 16 Oct 2026.