Alpine Bank Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
Alpine Bank Wealth Management's IVV Position: Q1 2026 in Review
Alpine Bank Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 0.09% in Q1 2026, selling an estimated $25.3K and leaving 42,537 shares worth $27.8M. The position accounts for 4.04% of the portfolio, ranked #6.
Alpine Bank Wealth Management first reported a position in IVV in Q3 2024 and has held it in 6 quarters since. The position peaked at $29.2M in Q4 2025. 3,979 funds tracked by Wall St. Rank hold IVV as of Q1 2026.
- Alpine Bank Wealth Management held 42,537 shares of iShares Core S&P 500 ETF worth $27.8M as of Q1 2026.
- Alpine Bank Wealth Management sold 37 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $25.3K.
- iShares Core S&P 500 ETF made up 4.04% of Alpine Bank Wealth Management's portfolio in Q1 2026, its #6 holding.
- Alpine Bank Wealth Management first reported a position in iShares Core S&P 500 ETF in Q3 2024 and has held it in 6 quarters since.
- Alpine Bank Wealth Management's iShares Core S&P 500 ETF position peaked at $29.2M in Q4 2025.
- 3,979 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.
Based on Alpine Bank Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.