Amtrust Financial Services’s iShares Core S&P 500 ETF IVV Stock Holding History

Amtrust Financial Services’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 Q1	$103M	Buy	158,000 +7,700	+5%	+$5.26M	34.43%	2
2025 Q4	$103M	Hold	150,300	–	–	32.62%	2
2025 Q3	$101M	Hold	150,300	–	–	33.45%	2
2025 Q2	$93.3M	Buy	150,300 +18,500	+14%	+$10.6M	33.11%	2
2025 Q1	$74.1M	Hold	131,800	–	–	35.72%	1
2024 Q4	$77.6M	Hold	131,800	–	–	35.01%	1
2024 Q3	$76M	Hold	131,800	–	–	35.05%	1
2024 Q2	$72.1M	Hold	131,800	–	–	35.07%	1
2024 Q1	$69.3M	Hold	131,800	–	–	34.69%	1
2023 Q4	$63M	Hold	131,800	–	–	33.95%	1
2023 Q3	$56.6M	Hold	131,800	–	–	33.61%	1
2023 Q2	$58.7M	Sell	131,800 -4,000	-3%	-$1.69M	32.86%	1
2023 Q1	$55.8M	Sell	135,800 -25,000	-16%	-$10M	29.03%	1
2022 Q4	$61.8M	Hold	160,800	–	–	29.54%	1
2022 Q3	$57.7M	Hold	160,800	–	–	27.88%	1
2022 Q2	$61M	Hold	160,800	–	–	27.96%	1
2022 Q1	$73M	Buy	160,800 +31,000	+24%	+$13.9M	26.66%	1
2021 Q4	$61.9M	Buy	+129,800	New	+$59.8M	29.67%	1

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Amtrust Financial Services's IVV Position: Q1 2026 in Review

Amtrust Financial Services increased its iShares Core S&P 500 ETF (IVV) stake by 5.1% in Q1 2026, buying an estimated $5.26M and bringing the position to 158,000 shares worth $103M. The position accounts for 34.43% of the portfolio, ranked #2.

Amtrust Financial Services first reported a position in IVV in Q4 2021 and has held it in 18 quarters since. 3,975 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Amtrust Financial Services held 158,000 shares of iShares Core S&P 500 ETF worth $103M as of Q1 2026.
Amtrust Financial Services bought 7,700 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $5.26M.
iShares Core S&P 500 ETF made up 34.43% of Amtrust Financial Services's portfolio in Q1 2026, its #2 holding.
Amtrust Financial Services first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 18 quarters since.
3,975 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Amtrust Financial Services's 13F filing for Q1 2026, filed 15 May 2026.