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Alliance Wealth Advisors (Utah)’s iShares Core S&P 500 ETF IVV Stock Holding History

Alliance Wealth Advisors (Utah)’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
Q2 		$2.84M Sell
3,797
-584
-13% -$425K 0.54% 29
2026
Q1 		$2.86M Sell
4,381
-1,396
-24% -$953K 0.62% 26
2025
Q4 		$3.96M Sell
5,777
-1,688
-23% -$1.15M 0.86% 24
2025
Q3 		$5M Sell
7,465
-96
-1% -$61.8K 1.17% 12
2025
Q2 		$4.69M Sell
7,561
-5,979
-44% -$3.43M 1.13% 17
2025
Q1 		$7.61M Buy
13,540
+1,498
+12% +$885K 1.99% 5
2024
Q4 		$7.09M Buy
12,042
+1,964
+19% +$1.16M 1.83% 5
2024
Q3 		$5.81M Buy
10,078
+960
+11% +$534K 1.53% 8
2024
Q2 		$4.99M Buy
9,118
+553
+6% +$291K 1.46% 9
2024
Q1 		$4.5M Buy
8,565
+1,135
+15% +$568K 1.34% 13
2023
Q4 		$3.55M Buy
7,430
+485
+7% +$217K 1.19% 19
2023
Q3 		$2.98M Buy
6,945
+243
+4% +$109K 1.11% 22
2023
Q2 		$2.99M Buy
6,702
+684
+11% +$288K 1.11% 20
2023
Q1 		$2.47M Buy
6,018
+704
+13% +$282K 1% 26
2022
Q4 		$2.04M Buy
+5,314
New +$2.05M 0.92% 32

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Alliance Wealth Advisors (Utah)'s IVV Position: Q2 2026 in Review

Alliance Wealth Advisors (Utah) reduced its iShares Core S&P 500 ETF (IVV) stake by 13% in Q2 2026, selling an estimated $425K and leaving 3,797 shares worth $2.84M. The position accounts for 0.54% of the portfolio, ranked #29.

Alliance Wealth Advisors (Utah) first reported a position in IVV in Q4 2022 and has held it in 15 quarters since. The position peaked at $7.61M in Q1 2025. 4,118 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Alliance Wealth Advisors (Utah) held 3,797 shares of iShares Core S&P 500 ETF worth $2.84M as of Q2 2026.
  • Alliance Wealth Advisors (Utah) sold 584 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $425K.
  • iShares Core S&P 500 ETF made up 0.54% of Alliance Wealth Advisors (Utah)'s portfolio in Q2 2026, its #29 holding.
  • Alliance Wealth Advisors (Utah) first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
  • Alliance Wealth Advisors (Utah)'s iShares Core S&P 500 ETF position peaked at $7.61M in Q1 2025.
  • 4,118 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q2 2026, filed 23 Jul 2026.