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 Q3	$121M	Hold	158,000	–	–	35.39%	2
2026 Q2	$118M	Hold	158,000	–	–	35.17%	2
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

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Alaska Permanent Fund Juneau, Alaska $1.27B AUM 16.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return

Amtrust Financial Services's IVV Position: Q3 2026 in Review

Amtrust Financial Services held its iShares Core S&P 500 ETF (IVV) position steady in Q3 2026 at 158,000 shares worth $121M. The position accounts for 35.39% of the portfolio, ranked #2.

Amtrust Financial Services first reported a position in IVV in Q4 2021 and has held it in 20 quarters since. 1,451 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Amtrust Financial Services held 158,000 shares of iShares Core S&P 500 ETF worth $121M as of Q3 2026.
Amtrust Financial Services left its iShares Core S&P 500 ETF share count unchanged in Q3 2026.
iShares Core S&P 500 ETF made up 35.39% of Amtrust Financial Services's portfolio in Q3 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 20 quarters since.
1,451 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Amtrust Financial Services's 13F filing for Q3 2026, filed 19 Oct 2026.