AWA
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Alta Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Alta Wealth 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 		$8.74M Buy
11,673
+904
+8% +$658K 2.37% 6
2026
Q1 		$7.03M Buy
10,769
+2,688
+33% +$1.84M 2.28% 7
2025
Q4 		$5.54M Buy
8,081
+1,711
+27% +$1.16M 1.85% 10
2025
Q3 		$4.26M Sell
6,370
-5
-0.1% -$3.22K 1.53% 13
2025
Q2 		$3.96M Buy
6,375
+651
+11% +$374K 1.87% 13
2025
Q1 		$3.22M Sell
5,724
-43
-0.7% -$25.4K 1.48% 17
2024
Q4 		$3.39M Buy
5,767
+1,231
+27% +$729K 1.49% 16
2024
Q3 		$2.62M Buy
4,536
+576
+15% +$320K 1.2% 20
2024
Q2 		$2.17M Sell
3,960
-96
-2% -$50.5K 1.08% 20
2024
Q1 		$2.13M Buy
4,056
+126
+3% +$63K 1.08% 21
2023
Q4 		$1.88M Sell
3,930
-2,554
-39% -$1.14M 1.05% 21
2023
Q3 		$2.78M Sell
6,484
-204
-3% -$91.2K 1.71% 16
2023
Q2 		$2.98M Sell
6,688
-745
-10% -$314K 1.75% 14
2023
Q1 		$3.06M Sell
7,433
-39
-0.5% -$15.6K 1.93% 12
2022
Q4 		$2.87M Sell
7,472
-810
-10% -$313K 1.94% 12
2022
Q3 		$2.97M Buy
8,282
+6
+0.1% +$2.4K 2.13% 14
2022
Q2 		$3.14M Sell
8,276
-124
-1% -$51K 2.18% 13
2022
Q1 		$3.81M Buy
8,400
+116
+1% +$51.9K 2.26% 11
2021
Q4 		$3.95M Buy
8,284
+751
+10% +$346K 2.44% 9
2021
Q3 		$3.25M Buy
7,533
+76
+1% +$33.7K 2.36% 8
2021
Q2 		$3.21M Buy
7,457
+50
+0.7% +$20.9K 2.35% 7
2021
Q1 		$2.95M Sell
7,407
-28
-0.4% -$10.8K 2.46% 7
2020
Q4 		$2.79M Buy
+7,435
New +$2.65M 2.35% 8

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

Alta Wealth Advisors's IVV Position: Q2 2026 in Review

Alta Wealth Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 8.4% in Q2 2026, buying an estimated $658K and bringing the position to 11,673 shares worth $8.74M. The position accounts for 2.37% of the portfolio, ranked #6.

Alta Wealth Advisors first reported a position in IVV in Q4 2020 and has held it in 23 quarters since. 4,085 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Alta Wealth Advisors held 11,673 shares of iShares Core S&P 500 ETF worth $8.74M as of Q2 2026.
  • Alta Wealth Advisors bought 904 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $658K.
  • iShares Core S&P 500 ETF made up 2.37% of Alta Wealth Advisors's portfolio in Q2 2026, its #6 holding.
  • Alta Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 23 quarters since.
  • 4,085 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Alta Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.