Alaska Permanent Fund’s iShares Core S&P 500 ETF IVV Stock Holding History

Alaska Permanent Fund’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 Q3	$767M	Sell	1,001,950 -319,715	-24%	-$244M	60.14%	1
2026 Q2	$990M	Sell	1,321,665 -1,335	-0.1%	-$972K	65.58%	1
2026 Q1	$955M	Hold	1,323,000	–	–	60.81%	1
2025 Q4	$920M	Buy	1,323,000 +5,000	+0.4%	+$3.4M	58.85%	1
2025 Q3	$903M	Hold	1,318,000	–	–	54.14%	1
2025 Q2	$837M	Buy	1,318,000 +394,000	+43%	+$226M	49.65%	1
2025 Q1	$516M	Sell	924,000 -1,071,000	-54%	-$632M	7.24%	3
2024 Q4	$1.17B	Buy	1,995,000 +577,916	+41%	+$342M	17.43%	1
2024 Q3	$817M	Sell	1,417,084 -35,000	-2%	-$19.5M	11.97%	1
2024 Q2	$803M	Sell	1,452,084 -384,916	-21%	-$202M	11.9%	1
2024 Q1	$966M	Buy	1,837,000 +527,000	+40%	+$264M	14.22%	1
2023 Q4	$626M	Buy	1,310,000 +395,000	+43%	+$177M	10.32%	1
2023 Q3	$393M	Buy	915,000 +893,000	+4,059%	+$399M	7.4%	1
2023 Q2	$9.81M	Buy	+22,000	New	+$9.27M	0.19%	67

Other funds holding IVV

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

BOF

Bank of Finland Helsinki, Finland $1.38B AUM 11.75% 1-Year Est. Return

FHB

First Hawaiian Bank Honolulu, Hawaii $826M AUM 13.14% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Alaska Permanent Fund's IVV Position: Q3 2026 in Review

Alaska Permanent Fund reduced its iShares Core S&P 500 ETF (IVV) stake by 24% in Q3 2026, selling an estimated $244M and leaving 1,001,950 shares worth $767M. The position accounts for 60.14% of the portfolio, ranked #1.

Alaska Permanent Fund first reported a position in IVV in Q2 2023 and has held it in 14 quarters since. The position peaked at $1.17B in Q4 2024. 574 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Alaska Permanent Fund held 1,001,950 shares of iShares Core S&P 500 ETF worth $767M as of Q3 2026.
Alaska Permanent Fund sold 319,715 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $244M.
iShares Core S&P 500 ETF made up 60.14% of Alaska Permanent Fund's portfolio in Q3 2026, its #1 holding.
Alaska Permanent Fund first reported a position in iShares Core S&P 500 ETF in Q2 2023 and has held it in 14 quarters since.
Alaska Permanent Fund's iShares Core S&P 500 ETF position peaked at $1.17B in Q4 2024.
574 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Alaska Permanent Fund's 13F filing for Q3 2026, filed 13 Oct 2026.