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iShares S&P 500 Index shares owned by Arrowroot Family Office

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Arrowroot Family Office from 13F filings

Historical chart of Arrowroot Family Office investment in iShares S&P 500 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by Arrowroot Family Office consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Index by Arrowroot Family Office

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.1M 2.2k 477.63
2023-09-30 $1.0M 2.3k 429.43
2023-06-30 $1.3M 3.0k 445.71
2023-03-31 $2.8M 6.9k 411.08

More positions owned by Arrowroot Family Office

Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Specialized Funds Div App Etf (VIG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Usa Min Vol (USMV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Us Aggbd Et (AGG)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Ea Series Trust Marketdesk Focus (FDIV)

View all positions for Arrowroot Family Office

Top funds holding iShares S&P 500 Index

BlackRock
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
Bank of America Corporation
Creative Planning
Jpmorgan Chase & Co
Goldman Sachs Group
Morgan Stanley
Marshall Wace
Wells Fargo & Company
Pnc Financial Services
Bank of New York Mellon
FMR
LPL Financial
First Command Advisory Services

View all funds holding iShares S&P 500 Index