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 Q2	$1.21M	Buy	1,612 +325	+25%	+$237K	0.35%	61
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 $6.73T AUM 46.02% 1-Year Est. Return

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

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Arrowroot Family Office's IVV Position: Q2 2026 in Review

Arrowroot Family Office increased its iShares Core S&P 500 ETF (IVV) stake by 25% in Q2 2026, buying an estimated $237K and bringing the position to 1,612 shares worth $1.21M. The position accounts for 0.35% of the portfolio, ranked #61.

Arrowroot Family Office first reported a position in IVV in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.85M in Q1 2023. 4,115 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Arrowroot Family Office held 1,612 shares of iShares Core S&P 500 ETF worth $1.21M as of Q2 2026.
Arrowroot Family Office bought 325 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $237K.
iShares Core S&P 500 ETF made up 0.35% of Arrowroot Family Office's portfolio in Q2 2026, its #61 holding.
Arrowroot Family Office first reported a position in iShares Core S&P 500 ETF in Q1 2023 and has held it in 13 quarters since.
Arrowroot Family Office's iShares Core S&P 500 ETF position peaked at $2.85M in Q1 2023.
4,115 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Arrowroot Family Office's 13F filing for Q2 2026, filed 6 Aug 2026.