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Ally Invest Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Ally Invest 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 		$334M Buy
511,337
+21,125
+4% +$14.4M 22.48% 1
2025
Q4 		$336M Buy
490,212
+3,657
+0.8% +$2.48M 23.17% 1
2025
Q3 		$326M Buy
486,555
+4,864
+1% +$3.13M 23.36% 1
2025
Q2 		$299M Buy
481,691
+12,479
+3% +$7.17M 23.31% 1
2025
Q1 		$264M Buy
469,212
+2,318
+0.5% +$1.37M 22.58% 1
2024
Q4 		$275M Buy
466,894
+8,637
+2% +$5.11M 23.81% 1
2024
Q3 		$264M Buy
458,257
+63,542
+16% +$35.3M 23.43% 1
2024
Q2 		$216M Sell
394,715
-2,232
-0.6% -$1.17M 20.76% 1
2024
Q1 		$209M Sell
396,947
-4,841
-1% -$2.42M 20.71% 1
2023
Q4 		$192M Sell
401,788
-9,168
-2% -$4.1M 20.44% 1
2023
Q3 		$176M Sell
410,956
-8,564
-2% -$3.83M 20.64% 1
2023
Q2 		$187M Sell
419,520
-11,154
-3% -$4.7M 21.35% 1
2023
Q1 		$177M Buy
430,674
+160
+0% +$64.1K 20.91% 1
2022
Q4 		$165M Buy
430,514
+4,200
+1% +$1.62M 20.75% 1
2022
Q3 		$153M Sell
426,314
-1,174
-0.3% -$469K 20.71% 1
2022
Q2 		$162M Buy
427,488
+5,303
+1% +$2.18M 21.09% 1
2022
Q1 		$192M Buy
422,185
+10,052
+2% +$4.5M 22.05% 1
2021
Q4 		$197M Buy
412,133
+16,352
+4% +$7.54M 22.18% 1
2021
Q3 		$171M Buy
395,781
+28,109
+8% +$12.5M 21.45% 1
2021
Q2 		$158M Buy
367,672
+42,081
+13% +$17.6M 21.86% 1
2021
Q1 		$130M Buy
325,591
+47,341
+17% +$18.3M 21.55% 1
2020
Q4 		$104M Buy
278,250
+32,022
+13% +$11.4M 21.61% 1
2020
Q3 		$82.7M Buy
246,228
+12,722
+5% +$4.23M 22.04% 1
2020
Q2 		$72.3M Buy
233,506
+9,809
+4% +$2.88M 22.38% 1
2020
Q1 		$57.8M Buy
223,697
+33,956
+18% +$10.4M 21.72% 1
2019
Q4 		$61.3M Buy
189,741
+25,734
+16% +$7.96M 23.21% 1
2019
Q3 		$49M Buy
164,007
+18,124
+12% +$5.39M 22.84% 1
2019
Q2 		$43M Buy
145,883
+16,898
+13% +$4.9M 23.39% 1
2019
Q1 		$36.7M Buy
128,985
+17,122
+15% +$4.68M 23.77% 1
2018
Q4 		$28.1M Buy
+111,863
New +$30.4M 22.78% 1

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Ally Invest Advisors's IVV Position: Q1 2026 in Review

Ally Invest Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 4.3% in Q1 2026, buying an estimated $14.4M and bringing the position to 511,337 shares worth $334M. The position accounts for 22.48% of the portfolio, ranked #1.

Ally Invest Advisors first reported a position in IVV in Q4 2018 and has held it in 30 quarters since. The position peaked at $336M in Q4 2025. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Ally Invest Advisors held 511,337 shares of iShares Core S&P 500 ETF worth $334M as of Q1 2026.
  • Ally Invest Advisors bought 21,125 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $14.4M.
  • iShares Core S&P 500 ETF made up 22.48% of Ally Invest Advisors's portfolio in Q1 2026, its #1 holding.
  • Ally Invest Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2018 and has held it in 30 quarters since.
  • Ally Invest Advisors's iShares Core S&P 500 ETF position peaked at $336M in Q4 2025.
  • 3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Ally Invest Advisors's 13F filing for Q1 2026, filed 12 May 2026.