J.M. Arbour’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$4.21M Buy
6,445
+1,719
+36% +$1.17M 4.04% 2
2025
Q4
$3.24M Buy
+4,726
New +$3.21M 3.23% 4

Other funds holding IVV

J.M. Arbour's IVV Position: Q1 2026 in Review

J.M. Arbour increased its iShares Core S&P 500 ETF (IVV) stake by 36% in Q1 2026, buying an estimated $1.17M and bringing the position to 6,445 shares worth $4.21M. The position accounts for 4.04% of the portfolio, ranked #2.

J.M. Arbour first reported a position in IVV in Q4 2025 and has held it in 2 quarters since. 3,987 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • J.M. Arbour held 6,445 shares of iShares Core S&P 500 ETF worth $4.21M as of Q1 2026.
  • J.M. Arbour bought 1,719 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $1.17M.
  • iShares Core S&P 500 ETF made up 4.04% of J.M. Arbour's portfolio in Q1 2026, its #2 holding.
  • J.M. Arbour first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 2 quarters since.
  • 3,987 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on J.M. Arbour's 13F filing for Q1 2026, filed 21 Apr 2026.