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Alteri Wealth’s iShares Core S&P 500 ETF IVV Stock Holding History

Alteri Wealth’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 		$3.59M Buy
4,794
+74
+2% +$53.9K 0.99% 17
2026
Q1 		$3.08M Buy
4,720
+60
+1% +$41K 1% 16
2025
Q4 		$3.19M Buy
4,660
+122
+3% +$82.8K 1.03% 18
2025
Q3 		$3.04M Buy
4,538
+44
+1% +$28.3K 1.04% 17
2025
Q2 		$2.79M Buy
4,494
+19
+0.4% +$10.9K 1.08% 15
2025
Q1 		$2.51M Buy
4,475
+9
+0.2% +$5.32K 1.11% 14
2024
Q4 		$2.63M Buy
+4,466
New +$2.64M 0.73% 18

Other funds holding IVV

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Portfolio Solutions
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
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Alteri Wealth's IVV Position: Q2 2026 in Review

Alteri Wealth increased its iShares Core S&P 500 ETF (IVV) stake by 1.6% in Q2 2026, buying an estimated $53.9K and bringing the position to 4,794 shares worth $3.59M. The position accounts for 0.99% of the portfolio, ranked #17.

Alteri Wealth first reported a position in IVV in Q4 2024 and has held it in 7 quarters since. 1,963 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Alteri Wealth held 4,794 shares of iShares Core S&P 500 ETF worth $3.59M as of Q2 2026.
  • Alteri Wealth bought 74 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $53.9K.
  • iShares Core S&P 500 ETF made up 0.99% of Alteri Wealth's portfolio in Q2 2026, its #17 holding.
  • Alteri Wealth first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,963 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Alteri Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.