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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
Q3 		$11M Sell
14,304
-399
-3% -$304K 5.61% 5
2026
Q2 		$11M Sell
14,703
-349
-2% -$254K 5.55% 5
2026
Q1 		$9.8M 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 		$10M 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 		$9.7M Sell
15,940
-895
-5% -$530K 6.91% 5
2024
Q3 		$9.7M 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

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
First Command Advisory Services
First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Arrien Investments's IVV Position: Q3 2026 in Review

Arrien Investments reduced its iShares Core S&P 500 ETF (IVV) stake by 2.7% in Q3 2026, selling an estimated $304K and leaving 14,304 shares worth $11M. The position accounts for 5.61% of the portfolio, ranked #5.

Arrien Investments first reported a position in IVV in Q1 2023 and has held it in 15 quarters since. The position peaked at $11M in Q2 2026. 3,061 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Arrien Investments held 14,304 shares of iShares Core S&P 500 ETF worth $11M as of Q3 2026.
  • Arrien Investments sold 399 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $304K.
  • iShares Core S&P 500 ETF made up 5.61% of Arrien Investments's portfolio in Q3 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 15 quarters since.
  • Arrien Investments's iShares Core S&P 500 ETF position peaked at $11M in Q2 2026.
  • 3,061 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Arrien Investments's 13F filing for Q3 2026, filed 30 Oct 2026.