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Alaethes Wealth’s iShares Core S&P 500 ETF IVV Stock Holding History

Alaethes Wealth’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
Q1 		$3.8M Buy
5,824
+29
+0.5% +$19.8K 1.08% 23
2025
Q4 		$3.97M Buy
5,795
+438
+8% +$297K 1.12% 19
2025
Q3 		$3.59M Sell
5,357
-111
-2% -$71.5K 1.02% 19
2025
Q2 		$3.4M Buy
5,468
+66
+1% +$37.9K 1.01% 23
2025
Q1 		$3.04M Sell
5,402
-275
-5% -$162K 1.11% 18
2024
Q4 		$3.34M Buy
5,677
+597
+12% +$353K 1.19% 17
2024
Q3 		$2.93M Buy
5,080
+3,181
+168% +$1.77M 1.08% 19
2024
Q2 		$1.04M Buy
1,899
+117
+7% +$61.5K 0.43% 84
2024
Q1 		$937K Sell
1,782
-477
-21% -$239K 0.41% 85
2023
Q4 		$1.08M Buy
2,259
+124
+6% +$55.5K 0.51% 79
2023
Q3 		$917K Sell
2,135
-108
-5% -$48.3K 0.5% 83
2023
Q2 		$1,000K Buy
2,243
+50
+2% +$21.1K 0.55% 73
2023
Q1 		$901K Buy
2,193
+1,137
+108% +$456K 0.53% 79
2022
Q4 		$406K Sell
1,056
-57
-5% -$22K 0.28% 86
2022
Q3 		$399K Buy
1,113
+24
+2% +$9.58K 0.29% 87
2022
Q2 		$413K Buy
1,089
+8
+0.7% +$3.29K 0.31% 86
2022
Q1 		$490K Buy
1,081
+68
+7% +$30.4K 0.31% 85
2021
Q4 		$483K Buy
1,013
+77
+8% +$35.5K 0.3% 81
2021
Q3 		$403K Buy
936
+75
+9% +$33.2K 0.29% 81
2021
Q2 		$370K Sell
861
-241
-22% -$101K 0.29% 79
2021
Q1 		$439K Buy
+1,102
New +$427K 0.41% 75

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Alaethes Wealth's IVV Position: Q1 2026 in Review

Alaethes Wealth increased its iShares Core S&P 500 ETF (IVV) stake by 0.5% in Q1 2026, buying an estimated $19.8K and bringing the position to 5,824 shares worth $3.8M. The position accounts for 1.08% of the portfolio, ranked #23.

Alaethes Wealth first reported a position in IVV in Q1 2021 and has held it in 21 quarters since. The position peaked at $3.97M in Q4 2025. 3,975 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Alaethes Wealth held 5,824 shares of iShares Core S&P 500 ETF worth $3.8M as of Q1 2026.
  • Alaethes Wealth bought 29 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $19.8K.
  • iShares Core S&P 500 ETF made up 1.08% of Alaethes Wealth's portfolio in Q1 2026, its #23 holding.
  • Alaethes Wealth first reported a position in iShares Core S&P 500 ETF in Q1 2021 and has held it in 21 quarters since.
  • Alaethes Wealth's iShares Core S&P 500 ETF position peaked at $3.97M in Q4 2025.
  • 3,975 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Alaethes Wealth's 13F filing for Q1 2026, filed 12 May 2026.