Alpine Bank Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
Alpine Bank Wealth Management's IVV Position: Q2 2026 in Review
Alpine Bank Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 1.2% in Q2 2026, selling an estimated $382K and leaving 42,013 shares worth $31.5M. The position accounts for 4.04% of the portfolio, ranked #9.
Alpine Bank Wealth Management first reported a position in IVV in Q3 2024 and has held it in 7 quarters since. 4,118 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Alpine Bank Wealth Management held 42,013 shares of iShares Core S&P 500 ETF worth $31.5M as of Q2 2026.
- Alpine Bank Wealth Management sold 524 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $382K.
- iShares Core S&P 500 ETF made up 4.04% of Alpine Bank Wealth Management's portfolio in Q2 2026, its #9 holding.
- Alpine Bank Wealth Management first reported a position in iShares Core S&P 500 ETF in Q3 2024 and has held it in 7 quarters since.
- 4,118 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Alpine Bank Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.