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Alternative Investment Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Alternative Investment 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 		$153M Buy
204,888
+4,399
+2% +$3.2M 58.33% 1
2026
Q1 		$131M Sell
200,489
-5,290
-3% -$3.61M 57.13% 1
2025
Q4 		$141M Buy
205,779
+2,300
+1% +$1.56M 60.65% 1
2025
Q3 		$136M Buy
203,479
+6,904
+4% +$4.45M 61.91% 1
2025
Q2 		$122M Buy
196,575
+43,525
+28% +$25M 60.58% 1
2025
Q1 		$86M Buy
153,050
+5,676
+4% +$3.35M 45.45% 1
2024
Q4 		$86.8M Buy
147,374
+19,929
+16% +$11.8M 45.26% 1
2024
Q3 		$73.5M Buy
127,445
+9,770
+8% +$5.43M 38.65% 1
2024
Q2 		$64.4M Buy
117,675
+16,758
+17% +$8.81M 36.81% 1
2024
Q1 		$53M Buy
100,917
+7,884
+8% +$3.94M 31.91% 1
2023
Q4 		$44.4M Buy
93,033
+38,630
+71% +$17.3M 28.92% 1
2023
Q3 		$23.4M Buy
+54,403
New +$24.3M 16.32% 1

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

Alternative Investment Advisors's IVV Position: Q2 2026 in Review

Alternative Investment Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 2.2% in Q2 2026, buying an estimated $3.2M and bringing the position to 204,888 shares worth $153M. The position accounts for 58.33% of the portfolio, ranked #1.

Alternative Investment Advisors first reported a position in IVV in Q3 2023 and has held it in 12 quarters since. 4,102 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Alternative Investment Advisors held 204,888 shares of iShares Core S&P 500 ETF worth $153M as of Q2 2026.
  • Alternative Investment Advisors bought 4,399 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $3.2M.
  • iShares Core S&P 500 ETF made up 58.33% of Alternative Investment Advisors's portfolio in Q2 2026, its #1 holding.
  • Alternative Investment Advisors first reported a position in iShares Core S&P 500 ETF in Q3 2023 and has held it in 12 quarters since.
  • 4,102 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Alternative Investment Advisors's 13F filing for Q2 2026, filed 31 Aug 2026.