Arlington Financial Advisors’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 | $733K | Sell |
1,122
-182
| -14% | -$124K | 0.1% | 52 |
|
|
2025
Q4 | $893K | Sell |
1,304
-16
| -1% | -$10.9K | 0.13% | 51 |
|
|
2025
Q3 | $884K | Sell |
1,320
-17
| -1% | -$10.9K | 0.13% | 49 |
|
|
2025
Q2 | $830K | Sell |
1,337
-4,122
| -76% | -$2.37M | 0.14% | 49 |
|
|
2025
Q1 | $3.07M | Buy |
5,459
+1,274
| +30% | +$752K | 0.54% | 42 |
|
|
2024
Q4 | $2.46M | Sell |
4,185
-540
| -11% | -$320K | 0.49% | 40 |
|
|
2024
Q3 | $2.73M | Buy |
4,725
+79
| +2% | +$43.9K | 0.56% | 39 |
|
|
2024
Q2 | $2.54M | Buy |
4,646
+67
| +1% | +$35.2K | 0.56% | 40 |
|
|
2024
Q1 | $2.41M | Sell |
4,579
-1,035
| -18% | -$518K | 0.53% | 40 |
|
|
2023
Q4 | $2.68M | Sell |
5,614
-188
| -3% | -$84.1K | 0.8% | 38 |
|
|
2023
Q3 | $2.49M | Sell |
5,802
-145
| -2% | -$64.9K | 0.88% | 35 |
|
|
2023
Q2 | $2.65M | Buy |
5,947
+244
| +4% | +$103K | 0.97% | 31 |
|
|
2023
Q1 | $2.34M | Buy |
5,703
+621
| +12% | +$249K | 0.9% | 31 |
|
|
2022
Q4 | $1.95M | Sell |
5,082
-42
| -0.8% | -$16.2K | 0.82% | 28 |
|
|
2022
Q3 | $1.84M | Buy |
5,124
+261
| +5% | +$104K | 0.93% | 30 |
|
|
2022
Q2 | $1.84M | Buy |
4,863
+347
| +8% | +$143K | 0.83% | 31 |
|
|
2022
Q1 | $2.05M | Buy |
4,516
+96
| +2% | +$42.9K | 0.78% | 32 |
|
|
2021
Q4 | $2.11M | Buy |
4,420
+274
| +7% | +$126K | 0.71% | 36 |
|
|
2021
Q3 | $1.79M | Buy |
4,146
+55
| +1% | +$24.4K | 0.7% | 35 |
|
|
2021
Q2 | $1.76M | Sell |
4,091
-248
| -6% | -$104K | 0.67% | 35 |
|
|
2021
Q1 | $1.73M | Buy |
4,339
+876
| +25% | +$339K | 0.7% | 34 |
|
|
2020
Q4 | $1.3M | Buy |
3,463
+390
| +13% | +$139K | 0.55% | 36 |
|
|
2020
Q3 | $1.03M | Sell |
3,073
-727
| -19% | -$242K | 0.53% | 36 |
|
|
2020
Q2 | $1.18M | Buy |
3,800
+654
| +21% | +$192K | 0.67% | 33 |
|
|
2020
Q1 | $813K | Buy |
3,146
+205
| +7% | +$62.8K | 0.58% | 34 |
|
|
2019
Q4 | $951K | Buy |
2,941
+23
| +0.8% | +$7.12K | 0.53% | 36 |
|
|
2019
Q3 | $871K | Sell |
2,918
-83
| -3% | -$24.7K | 0.5% | 38 |
|
|
2019
Q2 | $885K | Buy |
3,001
+155
| +5% | +$44.9K | 0.51% | 38 |
|
|
2019
Q1 | $810K | Buy |
2,846
+160
| +6% | +$43.8K | 0.46% | 37 |
|
|
2018
Q4 | $677K | Buy |
2,686
+30
| +1% | +$8.15K | 0.29% | 56 |
|
|
2018
Q3 | $744K | Buy |
2,656
+2
| +0.1% | +$574 | 0.45% | 38 |
|
|
2018
Q2 | $752K | Buy |
2,654
+274
| +12% | +$74.5K | 0.44% | 38 |
|
|
2018
Q1 | $633K | Sell |
2,380
-19
| -0.8% | -$5.22K | 0.42% | 37 |
|
|
2017
Q4 | $686K | Buy |
+2,399
| New | +$628K | 0.32% | 38 |
|
Other funds holding IVV
Arlington Financial Advisors's IVV Position: Q1 2026 in Review
Arlington Financial Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 14% in Q1 2026, selling an estimated $124K and leaving 1,122 shares worth $733K. The position accounts for 0.1% of the portfolio, ranked #52.
Arlington Financial Advisors first reported a position in IVV in Q4 2017 and has held it in 34 quarters since. The position peaked at $3.07M in Q1 2025. 3,974 funds tracked by Wall St. Rank hold IVV as of Q1 2026.
- Arlington Financial Advisors held 1,122 shares of iShares Core S&P 500 ETF worth $733K as of Q1 2026.
- Arlington Financial Advisors sold 182 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $124K.
- iShares Core S&P 500 ETF made up 0.1% of Arlington Financial Advisors's portfolio in Q1 2026, its #52 holding.
- Arlington Financial Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2017 and has held it in 34 quarters since.
- Arlington Financial Advisors's iShares Core S&P 500 ETF position peaked at $3.07M in Q1 2025.
- 3,974 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.
Based on Arlington Financial Advisors's 13F filing for Q1 2026, filed 15 Apr 2026.