Arrowroot Family Office’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $726K | Buy |
+1,169
| New | +$726K | 0.33% | 70 |
|
|
2024
Q4 | $784K | Sell |
1,333
-392
| -23% | -$231K | 0.41% | 59 |
|
|
2024
Q3 | $995K | Sell |
1,725
-35
| -2% | -$20.2K | 0.58% | 45 |
|
|
2024
Q2 | $963K | Sell |
1,760
-341
| -16% | -$187K | 0.62% | 45 |
|
|
2024
Q1 | $1.1M | Sell |
2,101
-107
| -5% | -$56.3K | 0.71% | 39 |
|
|
2023
Q4 | $1.05M | Sell |
2,208
-127
| -5% | -$60.7K | 0.75% | 39 |
|
|
2023
Q3 | $1M | Sell |
2,335
-663
| -22% | -$285K | 0.79% | 39 |
|
|
2023
Q2 | $1.34M | Sell |
2,998
-3,925
| -57% | -$1.75M | 1.01% | 34 |
|
|
2023
Q1 | $2.85M | Buy |
+6,923
| New | +$2.85M | 2.43% | 7 |
|