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

Alpha 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 Q1	$409K	Buy	625 +9	+1%	+$6.15K	0.13%	38
2025 Q4	$422K	Buy	616 +58	+10%	+$39.4K	0.13%	40
2025 Q3	$374K	Sell	558 -23	-4%	-$14.8K	0.13%	37
2025 Q2	$361K	Sell	581 -606	-51%	-$348K	0.14%	35
2025 Q1	$667K	Buy	1,187 +627	+112%	+$370K	0.3%	19
2024 Q4	$330K	Hold	560	–	–	0.15%	35
2024 Q3	$323K	Buy	+560	New	+$311K	0.14%	31

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

Alpha Financial Advisors's IVV Position: Q1 2026 in Review

Alpha Financial Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 1.5% in Q1 2026, buying an estimated $6.15K and bringing the position to 625 shares worth $409K. The position accounts for 0.13% of the portfolio, ranked #38.

Alpha Financial Advisors first reported a position in IVV in Q3 2024 and has held it in 7 quarters since. The position peaked at $667K in Q1 2025. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Alpha Financial Advisors held 625 shares of iShares Core S&P 500 ETF worth $409K as of Q1 2026.
Alpha Financial Advisors bought 9 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $6.15K.
iShares Core S&P 500 ETF made up 0.13% of Alpha Financial Advisors's portfolio in Q1 2026, its #38 holding.
Alpha Financial Advisors first reported a position in iShares Core S&P 500 ETF in Q3 2024 and has held it in 7 quarters since.
Alpha Financial Advisors's iShares Core S&P 500 ETF position peaked at $667K in Q1 2025.
3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

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