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 Q2	$475K	Buy	634 +9	+1%	+$6.55K	0.12%	53
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 $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

Alpha Financial Advisors's IVV Position: Q2 2026 in Review

Alpha Financial Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 1.4% in Q2 2026, buying an estimated $6.55K and bringing the position to 634 shares worth $475K. The position accounts for 0.12% of the portfolio, ranked #53.

Alpha Financial Advisors first reported a position in IVV in Q3 2024 and has held it in 8 quarters since. The position peaked at $667K in Q1 2025. 4,112 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Alpha Financial Advisors held 634 shares of iShares Core S&P 500 ETF worth $475K as of Q2 2026.
Alpha Financial Advisors bought 9 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $6.55K.
iShares Core S&P 500 ETF made up 0.12% of Alpha Financial Advisors's portfolio in Q2 2026, its #53 holding.
Alpha Financial Advisors first reported a position in iShares Core S&P 500 ETF in Q3 2024 and has held it in 8 quarters since.
Alpha Financial Advisors's iShares Core S&P 500 ETF position peaked at $667K in Q1 2025.
4,112 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Alpha Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.