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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Alaska Wealth Advisors's IVV Position: Q1 2026 in Review

Alaska Wealth Advisors opened a new position in iShares Core S&P 500 ETF (IVV) in Q1 2026: 499 shares worth $326K. The stake represents 0.04% of the portfolio and ranks #66 among its holdings. This is a return to the name: Alaska Wealth Advisors previously reported a position in IVV as recently as Q3 2024.

Alaska Wealth Advisors first reported a position in IVV in Q4 2018 and has held it in 14 quarters since. The position peaked at $39.1M in Q4 2019. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Alaska Wealth Advisors held 499 shares of iShares Core S&P 500 ETF worth $326K as of Q1 2026.
iShares Core S&P 500 ETF was a new Alaska Wealth Advisors position in Q1 2026.
iShares Core S&P 500 ETF made up 0.04% of Alaska Wealth Advisors's portfolio in Q1 2026, its #66 holding.
Alaska Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2018 and has held it in 14 quarters since.
Alaska Wealth Advisors's iShares Core S&P 500 ETF position peaked at $39.1M in Q4 2019.
3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Alaska Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.