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ALM First Financial Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

ALM First Financial 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
Q2 		$17.5M Buy
23,355
+4,445
+24% +$3.24M 2.95% 10
2026
Q1 		$12.4M Buy
18,910
+15,955
+540% +$10.9M 2.22% 16
2025
Q4 		$2.02M Buy
+2,955
New +$2.01M 0.4% 19

Other funds holding IVV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

ALM First Financial Advisors's IVV Position: Q2 2026 in Review

ALM First Financial Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 24% in Q2 2026, buying an estimated $3.24M and bringing the position to 23,355 shares worth $17.5M. The position accounts for 2.95% of the portfolio, ranked #10.

ALM First Financial Advisors first reported a position in IVV in Q4 2025 and has held it in 3 quarters since. 2,384 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • ALM First Financial Advisors held 23,355 shares of iShares Core S&P 500 ETF worth $17.5M as of Q2 2026.
  • ALM First Financial Advisors bought 4,445 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $3.24M.
  • iShares Core S&P 500 ETF made up 2.95% of ALM First Financial Advisors's portfolio in Q2 2026, its #10 holding.
  • ALM First Financial Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,384 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on ALM First Financial Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.