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

Alpha Zero’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	$1.19M	Buy	1,577 +620	+65%	+$451K	0.45%	36
2026 Q1	$625K	Buy	957 +41	+4%	+$28K	0.32%	41
2025 Q4	$627K	Buy	916 +49	+6%	+$33.3K	0.34%	36
2025 Q3	$580K	Buy	867 +7	+0.8%	+$4.51K	0.34%	35
2025 Q2	$534K	Hold	860	–	–	0.35%	36
2025 Q1	$483K	Sell	860 -4	-0.5%	-$2.36K	0.37%	35
2024 Q4	$509K	Buy	+864	New	+$511K	0.38%	37

Other funds holding IVV

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return

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

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Alpha Zero's IVV Position: Q2 2026 in Review

Alpha Zero increased its iShares Core S&P 500 ETF (IVV) stake by 65% in Q2 2026, buying an estimated $451K and bringing the position to 1,577 shares worth $1.19M. The position accounts for 0.45% of the portfolio, ranked #36.

Alpha Zero first reported a position in IVV in Q4 2024 and has held it in 7 quarters since. 2,171 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Alpha Zero held 1,577 shares of iShares Core S&P 500 ETF worth $1.19M as of Q2 2026.
Alpha Zero bought 620 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $451K.
iShares Core S&P 500 ETF made up 0.45% of Alpha Zero's portfolio in Q2 2026, its #36 holding.
Alpha Zero first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
2,171 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Alpha Zero's 13F filing for Q2 2026, filed 20 Jul 2026.