Arvest Investments’s iShares Core S&P 500 ETF IVV Stock Holding History

Arvest Investments’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	$26M	Sell	34,720 -2,791	-7%	-$2.03M	3.15%	5
2026 Q1	$24.5M	Buy	37,511 +1,767	+5%	+$1.21M	3.34%	5
2025 Q4	$24.5M	Buy	35,744 +1,744	+5%	+$1.18M	3.44%	5
2025 Q3	$22.8M	Sell	34,000 -443	-1%	-$285K	3.26%	5
2025 Q2	$21.4M	Buy	34,443 +568	+2%	+$326K	3.22%	7
2025 Q1	$19M	Sell	33,875 -3,369	-9%	-$1.99M	3%	7
2024 Q4	$21.9M	Sell	37,244 -1,210	-3%	-$716K	3.51%	6
2024 Q3	$22.2M	Sell	38,454 -491	-1%	-$273K	3.35%	6
2024 Q2	$21.3M	Sell	38,945 -1,574	-4%	-$828K	3.42%	6
2024 Q1	$21.3M	Sell	40,519 -5,071	-11%	-$2.54M	3.38%	7
2023 Q4	$21.8M	Buy	+45,590	New	+$20.4M	3.54%	5

Other funds holding IVV

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AIA Group Hong Kong $7.95B AUM 28.94% 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

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Arvest Investments's IVV Position: Q2 2026 in Review

Arvest Investments reduced its iShares Core S&P 500 ETF (IVV) stake by 7.4% in Q2 2026, selling an estimated $2.03M and leaving 34,720 shares worth $26M. The position accounts for 3.15% of the portfolio, ranked #5.

Arvest Investments first reported a position in IVV in Q4 2023 and has held it in 11 quarters since. 2,171 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Arvest Investments held 34,720 shares of iShares Core S&P 500 ETF worth $26M as of Q2 2026.
Arvest Investments sold 2,791 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $2.03M.
iShares Core S&P 500 ETF made up 3.15% of Arvest Investments's portfolio in Q2 2026, its #5 holding.
Arvest Investments first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
2,171 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Arvest Investments's 13F filing for Q2 2026, filed 17 Jul 2026.