Arthur M. Cohen & Associates’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.51M | Buy |
2,298
+5
| +0.2% | +$3.41K | 0.27% | 51 |
|
|
2025
Q4 | $1.57M | Buy |
2,293
+6
| +0.3% | +$4.07K | 0.26% | 56 |
|
|
2025
Q3 | $1.53M | Buy |
2,287
+5
| +0.2% | +$3.22K | 0.26% | 54 |
|
|
2025
Q2 | $1.42M | Buy |
2,282
+6
| +0.3% | +$3.44K | 0.25% | 51 |
|
|
2025
Q1 | $1.28M | Buy |
2,276
+43
| +2% | +$25.4K | 0.25% | 52 |
|
|
2024
Q4 | $1.31M | Buy |
2,233
+6
| +0.3% | +$3.55K | 0.23% | 56 |
|
|
2024
Q3 | $1.27M | Buy |
2,227
+7
| +0.3% | +$3.89K | 0.23% | 58 |
|
|
2024
Q2 | $1.21M | Buy |
2,220
+5
| +0.2% | +$2.63K | 0.22% | 54 |
|
|
2024
Q1 | $1.16M | Sell |
2,215
-6
| -0.3% | -$3K | 0.25% | 54 |
|
|
2023
Q4 | $1.06M | Buy |
2,221
+507
| +30% | +$227K | 0.25% | 58 |
|
|
2023
Q3 | $736K | Hold |
1,714
| – | – | 0.19% | 64 |
|
|
2023
Q2 | $764K | Buy |
1,714
+5
| +0.3% | +$2.11K | 0.19% | 65 |
|
|
2023
Q1 | $703K | Buy |
1,709
+7
| +0.4% | +$2.81K | 0.19% | 66 |
|
|
2022
Q4 | $654K | Sell |
1,702
-64
| -4% | -$24.7K | 0.18% | 70 |
|
|
2022
Q3 | $633K | Buy |
1,766
+9
| +0.5% | +$3.59K | 0.17% | 72 |
|
|
2022
Q2 | $666K | Buy |
1,757
+6
| +0.3% | +$2.47K | 0.17% | 72 |
|
|
2022
Q1 | $794K | Buy |
1,751
+6
| +0.3% | +$2.68K | 0.17% | 70 |
|
|
2021
Q4 | $832K | Buy |
1,745
+6
| +0.3% | +$2.77K | 0.15% | 77 |
|
|
2021
Q3 | $749K | Buy |
1,739
+6
| +0.3% | +$2.66K | 0.15% | 81 |
|
|
2021
Q2 | $745K | Sell |
1,733
-24
| -1% | -$10.1K | 0.14% | 84 |
|
|
2021
Q1 | $699K | Buy |
1,757
+6
| +0.3% | +$2.32K | 0.16% | 81 |
|
|
2020
Q4 | $657K | Buy |
1,751
+8
| +0.5% | +$2.85K | 0.15% | 82 |
|
|
2020
Q3 | $586K | Buy |
1,743
+8
| +0.5% | +$2.66K | 0.15% | 81 |
|
|
2020
Q2 | $538K | Buy |
1,735
+7
| +0.4% | +$2.06K | 0.16% | 71 |
|
|
2020
Q1 | $427K | Buy |
1,728
+10
| +0.6% | +$3.06K | 0.17% | 65 |
|
|
2019
Q4 | $555K | Buy |
1,718
+11
| +0.6% | +$3.4K | 0.17% | 70 |
|
|
2019
Q3 | $510 | Buy |
1,707
+8
| +0.5% | +$2.38K | 0.14% | 74 |
|
|
2019
Q2 | $501K | Buy |
1,699
+11
| +0.7% | +$3.19K | 0.17% | 74 |
|
|
2019
Q1 | $480K | Buy |
1,688
+9
| +0.5% | +$2.46K | 0.17% | 77 |
|
|
2018
Q4 | $423 | Buy |
1,679
+16
| +1% | +$4.34K | 0.13% | 81 |
|
|
2018
Q3 | $486 | Buy |
1,663
+8
| +0.5% | +$2.29K | 0.15% | 78 |
|
|
2018
Q2 | $452K | Buy |
1,655
+1
| +0.1% | +$272 | 0.17% | 78 |
|
|
2018
Q1 | $429K | Sell |
1,654
-25
| -1% | -$6.88K | 0.16% | 80 |
|
|
2017
Q4 | $423 | Buy |
+1,679
| New | +$440K | 0.12% | 75 |
|
|
2017
Q2 | $396K | Hold |
1,625
| – | – | 0.16% | 78 |
|
|
2017
Q1 | $386K | Hold |
1,625
| – | – | 0.17% | 73 |
|
|
2016
Q4 | $366K | Buy |
+1,625
| New | +$357K | 0.19% | 68 |
|
|
2014
Q3 | $412K | Buy |
+1,632
| New | +$325K | 0.19% | 80 |
|
Other funds holding IVV
Arthur M. Cohen & Associates's IVV Position: Q1 2026 in Review
Arthur M. Cohen & Associates increased its iShares Core S&P 500 ETF (IVV) stake by 0.22% in Q1 2026, buying an estimated $3.41K and bringing the position to 2,298 shares worth $1.51M. The position accounts for 0.27% of the portfolio, ranked #51.
Arthur M. Cohen & Associates first reported a position in IVV in Q3 2014 and has held it in 38 quarters since. The position peaked at $1.57M in Q4 2025. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.
- Arthur M. Cohen & Associates held 2,298 shares of iShares Core S&P 500 ETF worth $1.51M as of Q1 2026.
- Arthur M. Cohen & Associates bought 5 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $3.41K.
- iShares Core S&P 500 ETF made up 0.27% of Arthur M. Cohen & Associates's portfolio in Q1 2026, its #51 holding.
- Arthur M. Cohen & Associates first reported a position in iShares Core S&P 500 ETF in Q3 2014 and has held it in 38 quarters since.
- Arthur M. Cohen & Associates's iShares Core S&P 500 ETF position peaked at $1.57M in Q4 2025.
- 3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.
Based on Arthur M. Cohen & Associates's 13F filing for Q1 2026, filed 8 May 2026.