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

Alaska Wealth Advisors’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	$286K	Sell	373 -6	-2%	-$4.58K	0.03%	76
2026 Q2	$284K	Sell	379 -120	-24%	-$87.4K	0.03%	73
2026 Q1	$326K	Buy	+499	New	+$341K	0.04%	66
2024 Q4	–	Sell	-5	Closed	-$2.88K	–	80
2024 Q3	$2.88K	Hold	5	–	–	﹤0.01%	113
2024 Q2	$2.74K	Hold	5	–	–	﹤0.01%	110
2024 Q1	$2.63K	Hold	5	–	–	﹤0.01%	107
2023 Q4	$2.39K	Hold	5	–	–	﹤0.01%	109
2023 Q3	$2.15K	Sell	5 -381	-99%	-$170K	﹤0.01%	106
2023 Q2	$172K	Buy	386 +381	+7,620%	+$161K	0.03%	62
2023 Q1	$2.06K	Buy	+5	New	+$2K	﹤0.01%	99
2020 Q3	–	Sell	-1,920	Closed	-$595K	–	56
2020 Q2	$595K	Buy	+1,920	New	+$564K	0.14%	32
2020 Q1	–	Sell	-120,920	Closed	-$39.1M	–	61
2019 Q4	$39.1M	Buy	120,920 +105,780	+699%	+$32.7M	6.24%	5
2019 Q3	$4.52M	Buy	15,140 +5,360	+55%	+$1.59M	0.55%	19
2019 Q2	$2.78M	Hold	9,780	–	–	0.3%	24
2019 Q1	$2.78M	Buy	9,780 +2,988	+44%	+$817K	0.3%	24
2018 Q4	$1.71M	Buy	+6,792	New	+$1.84M	0.53%	21

Other funds holding IVV

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

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

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 21.9% 1-Year Est. Return

Alaska Wealth Advisors's IVV Position: Q3 2026 in Review

Alaska Wealth Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 1.6% in Q3 2026, selling an estimated $4.58K and leaving 373 shares worth $286K. The position accounts for 0.03% of the portfolio, ranked #76.

Alaska Wealth Advisors first reported a position in IVV in Q4 2018 and has held it in 16 quarters since. The position peaked at $39.1M in Q4 2019. 2,914 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Alaska Wealth Advisors held 373 shares of iShares Core S&P 500 ETF worth $286K as of Q3 2026.
Alaska Wealth Advisors sold 6 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $4.58K.
iShares Core S&P 500 ETF made up 0.03% of Alaska Wealth Advisors's portfolio in Q3 2026, its #76 holding.
Alaska Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2018 and has held it in 16 quarters since.
Alaska Wealth Advisors's iShares Core S&P 500 ETF position peaked at $39.1M in Q4 2019.
2,914 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Alaska Wealth Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.