Three Arch Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
Three Arch Wealth Management's IVV Position: Q2 2026 in Review
Three Arch Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 35% in Q2 2026, buying an estimated $105K and bringing the position to 561 shares worth $420K. The position accounts for 0.06% of the portfolio, ranked #52.
Three Arch Wealth Management first reported a position in IVV in Q4 2025 and has held it in 3 quarters since. 4,123 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Three Arch Wealth Management held 561 shares of iShares Core S&P 500 ETF worth $420K as of Q2 2026.
- Three Arch Wealth Management bought 144 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $105K.
- iShares Core S&P 500 ETF made up 0.06% of Three Arch Wealth Management's portfolio in Q2 2026, its #52 holding.
- Three Arch Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
- 4,123 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Three Arch Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.