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

Alpha Financial Partners’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 		$50.2M Sell
66,984
-1,980
-3% -$1.44M 26.35% 1
2026
Q1 		$45M Buy
68,964
+429
+0.6% +$293K 26.67% 1
2025
Q4 		$46.9M Sell
68,535
-4,109
-6% -$2.79M 28.66% 1
2025
Q3 		$48.6M Buy
72,644
+2,511
+4% +$1.62M 31.62% 1
2025
Q2 		$43.5M Sell
70,133
-332
-0.5% -$191K 31.37% 1
2025
Q1 		$39.6M Buy
70,465
+4,304
+7% +$2.54M 31.76% 1
2024
Q4 		$38.9M Buy
66,161
+62,107
+1,532% +$36.8M 30.79% 1
2024
Q3 		$2.34M Sell
4,054
-60,386
-94% -$33.6M 1.67% 19
2024
Q2 		$35.3M Sell
64,440
-2,153
-3% -$1.13M 30.53% 1
2024
Q1 		$35M Buy
66,593
+2,342
+4% +$1.17M 31.86% 1
2023
Q4 		$30.7M Buy
64,251
+15,627
+32% +$6.99M 30.28% 1
2023
Q3 		$20.9M Sell
48,624
-914
-2% -$409K 24.25% 1
2023
Q2 		$22.1M Buy
49,538
+2,185
+5% +$921K 23.51% 1
2023
Q1 		$19.5M Sell
47,353
-857
-2% -$344K 21.89% 1
2022
Q4 		$18.5M Buy
+48,210
New +$18.6M 22.45% 1

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

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

Alpha Financial Partners reduced its iShares Core S&P 500 ETF (IVV) stake by 2.9% in Q2 2026, selling an estimated $1.44M and leaving 66,984 shares worth $50.2M. The position accounts for 26.35% of the portfolio, ranked #1.

Alpha Financial Partners first reported a position in IVV in Q4 2022 and has held it in 15 quarters since. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Alpha Financial Partners held 66,984 shares of iShares Core S&P 500 ETF worth $50.2M as of Q2 2026.
  • Alpha Financial Partners sold 1,980 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $1.44M.
  • iShares Core S&P 500 ETF made up 26.35% of Alpha Financial Partners's portfolio in Q2 2026, its #1 holding.
  • Alpha Financial Partners first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
  • 4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Alpha Financial Partners's 13F filing for Q2 2026, filed 11 Aug 2026.