Allie Family Office’s iShares Core S&P 500 ETF IVV Stock Holding History

Allie Family Office’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	$3.01M	Sell	3,975 -340	-8%	-$248K	1.12%	24
2026 Q1	$2.82M	Buy	4,315 +1,711	+66%	+$1.17M	1.23%	20
2025 Q4	$1.78M	Hold	2,604	–	–	0.83%	22
2025 Q3	$1.74M	Sell	2,604 -1,500	-37%	-$966K	0.83%	24
2025 Q2	$2.59M	Buy	4,104 +337	+9%	+$193K	1.28%	18
2025 Q1	$2.15M	Buy	3,767 +596	+19%	+$352K	1.17%	20
2024 Q4	$1.91M	Sell	3,171 -730	-19%	-$432K	1.06%	21
2024 Q3	$2.28M	Sell	3,901 -584	-13%	-$325K	1.23%	18
2024 Q2	$2.49M	Sell	4,485 -1,122	-20%	-$590K	1.5%	17
2024 Q1	$3.01M	Sell	5,607 -331	-6%	-$166K	1.77%	12
2023 Q4	$2.89M	Buy	5,938 +2,621	+79%	+$1.17M	2%	12
2023 Q3	$1.47M	Sell	3,317 -650	-16%	-$291K	1.19%	15
2023 Q2	$1.81M	Buy	3,967 +1,502	+61%	+$633K	1.3%	16
2023 Q1	$1.04M	Buy	2,465 +1,223	+98%	+$490K	0.78%	21
2022 Q4	$491K	Buy	+1,242	New	+$479K	0.4%	38

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Allie Family Office's IVV Position: Q2 2026 in Review

Allie Family Office reduced its iShares Core S&P 500 ETF (IVV) stake by 7.9% in Q2 2026, selling an estimated $248K and leaving 3,975 shares worth $3.01M. The position accounts for 1.12% of the portfolio, ranked #24.

Allie Family Office first reported a position in IVV in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.01M in Q1 2024. 4,115 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Allie Family Office held 3,975 shares of iShares Core S&P 500 ETF worth $3.01M as of Q2 2026.
Allie Family Office sold 340 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $248K.
iShares Core S&P 500 ETF made up 1.12% of Allie Family Office's portfolio in Q2 2026, its #24 holding.
Allie Family Office first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
Allie Family Office's iShares Core S&P 500 ETF position peaked at $3.01M in Q1 2024.
4,115 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Allie Family Office's 13F filing for Q2 2026, filed 13 Aug 2026.