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

Arrien 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	$11M	Sell	14,703 -349	-2%	-$254K	5.55%	5
2026 Q1	$9.83M	Sell	15,052 -5	-0%	-$3.41K	5.33%	5
2025 Q4	$10.3M	Sell	15,057 -493	-3%	-$335K	5.82%	5
2025 Q3	$10.4M	Sell	15,550 -479	-3%	-$308K	6.09%	5
2025 Q2	$9.95M	Buy	16,029 +186	+1%	+$107K	6.29%	5
2025 Q1	$8.9M	Sell	15,843 -97	-0.6%	-$57.3K	6.38%	5
2024 Q4	$9.69M	Sell	15,940 -895	-5%	-$530K	6.91%	5
2024 Q3	$9.71M	Sell	16,835 -534	-3%	-$297K	7.01%	4
2024 Q2	$9.5M	Sell	17,369 -483	-3%	-$254K	7.43%	4
2024 Q1	$9.39M	Sell	17,852 -910	-5%	-$455K	7.41%	4
2023 Q4	$8.96M	Sell	18,762 -819	-4%	-$367K	7.87%	4
2023 Q3	$8.41M	Sell	19,581 -735	-4%	-$329K	7.93%	4
2023 Q2	$9.06M	Buy	20,316 +271	+1%	+$114K	7.68%	4
2023 Q1	$8.24M	Buy	+20,045	New	+$8.04M	8.02%	4

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $32B AUM 32.86% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

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

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return

Arrien Investments's IVV Position: Q2 2026 in Review

Arrien Investments reduced its iShares Core S&P 500 ETF (IVV) stake by 2.3% in Q2 2026, selling an estimated $254K and leaving 14,703 shares worth $11M. The position accounts for 5.55% of the portfolio, ranked #5.

Arrien Investments first reported a position in IVV in Q1 2023 and has held it in 14 quarters since. 3,153 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Arrien Investments held 14,703 shares of iShares Core S&P 500 ETF worth $11M as of Q2 2026.
Arrien Investments sold 349 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $254K.
iShares Core S&P 500 ETF made up 5.55% of Arrien Investments's portfolio in Q2 2026, its #5 holding.
Arrien Investments first reported a position in iShares Core S&P 500 ETF in Q1 2023 and has held it in 14 quarters since.
3,153 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Arrien Investments's 13F filing for Q2 2026, filed 30 Jul 2026.