Neo Ivy Capital Management’s Arrow Electronics ARW Stock Holding History

Neo Ivy Capital Management’s Portfolio ARW Stock Details ARW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-26,560	Closed	-$3.21M	–	349
2025 Q3	$3.21M	Buy	+26,560	New	+$3.34M	0.78%	28
2025 Q2	–	Sell	-42	Closed	-$4.36K	–	356
2025 Q1	$4.36K	Buy	+42	New	+$4.63K	﹤0.01%	265
2024 Q3	–	Sell	-25,316	Closed	-$3.06M	–	278
2024 Q2	$3.06M	Buy	+25,316	New	+$3.24M	0.6%	75
2023 Q4	$395K	Buy	+3,229	New	+$385K	0.88%	24
2021 Q4	–	Sell	-5,229	Closed	-$359K	–	434
2021 Q3	$359K	Buy	5,229 +2,956	+130%	+$342K	0.41%	87
2021 Q2	$259K	Buy	+2,273	New	+$266K	0.26%	141
2020 Q4	–	Sell	-1,510	Closed	-$118K	–	412
2020 Q3	$118K	Sell	1,510 -3,719	-71%	-$275K	0.12%	262
2020 Q2	$359K	Buy	5,229 +1,017	+24%	+$64.2K	0.41%	87
2020 Q1	$218K	Buy	+4,212	New	+$299K	0.36%	96
2019 Q3	–	Sell	-20,134	Closed	-$1.44M	–	287
2019 Q2	$1.44M	Buy	20,134 +4,116	+26%	+$303K	0.81%	33
2019 Q1	$1.23M	Buy	+16,018	New	+$1.23M	0.7%	53

Other funds holding ARW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Neo Ivy Capital Management's ARW Position: Q4 2025 in Review

Neo Ivy Capital Management sold out of Arrow Electronics (ARW) in Q4 2025, closing a stake of 26,560 shares — an estimated $3.21M sold.

Neo Ivy Capital Management first reported a position in ARW in Q1 2019 and held it in 11 quarters. The position peaked at $3.21M in Q3 2025. 473 funds tracked by Wall St. Rank hold ARW as of Q4 2025.

Neo Ivy Capital Management reported no remaining Arrow Electronics position as of Q4 2025 after selling out during the quarter.
Neo Ivy Capital Management sold 26,560 Arrow Electronics shares in Q4 2025, an estimated $3.21M.
Neo Ivy Capital Management first reported a position in Arrow Electronics in Q1 2019 and held it in 11 quarters.
Neo Ivy Capital Management's Arrow Electronics position peaked at $3.21M in Q3 2025.
473 funds tracked by Wall St. Rank held Arrow Electronics as of Q4 2025.

Based on Neo Ivy Capital Management's 13F filing for Q4 2025, filed 13 Feb 2026.