Arrowroot Family Office’s iShares Core S&P 500 ETF IVV Stock Holding History

Arrowroot Family Office’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	$840K	Buy	1,287 +13	+1%	+$8.88K	0.28%	78
2025 Q4	$872K	Buy	1,274 +105	+9%	+$71.3K	0.32%	65
2025 Q3	$783K	Hold	1,169	–	–	0.31%	69
2025 Q2	$726K	Buy	+1,169	New	+$671K	0.33%	70
2024 Q4	$784K	Sell	1,333 -392	-23%	-$232K	0.41%	59
2024 Q3	$995K	Sell	1,725 -35	-2%	-$19.5K	0.58%	45
2024 Q2	$963K	Sell	1,760 -341	-16%	-$179K	0.62%	45
2024 Q1	$1.1M	Sell	2,101 -107	-5%	-$53.5K	0.71%	39
2023 Q4	$1.05M	Sell	2,208 -127	-5%	-$56.8K	0.75%	39
2023 Q3	$1M	Sell	2,335 -663	-22%	-$297K	0.79%	39
2023 Q2	$1.34M	Sell	2,998 -3,925	-57%	-$1.65M	1.01%	34
2023 Q1	$2.85M	Buy	+6,923	New	+$2.78M	2.43%	7

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

Arrowroot Family Office's IVV Position: Q1 2026 in Review

Arrowroot Family Office increased its iShares Core S&P 500 ETF (IVV) stake by 1% in Q1 2026, buying an estimated $8.88K and bringing the position to 1,287 shares worth $840K. The position accounts for 0.28% of the portfolio, ranked #78.

Arrowroot Family Office first reported a position in IVV in Q1 2023 and has held it in 12 quarters since. The position peaked at $2.85M in Q1 2023. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Arrowroot Family Office held 1,287 shares of iShares Core S&P 500 ETF worth $840K as of Q1 2026.
Arrowroot Family Office bought 13 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $8.88K.
iShares Core S&P 500 ETF made up 0.28% of Arrowroot Family Office's portfolio in Q1 2026, its #78 holding.
Arrowroot Family Office first reported a position in iShares Core S&P 500 ETF in Q1 2023 and has held it in 12 quarters since.
Arrowroot Family Office's iShares Core S&P 500 ETF position peaked at $2.85M in Q1 2023.
3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Arrowroot Family Office's 13F filing for Q1 2026, filed 14 May 2026.