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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Alternative Investment Advisors's IVV Position: Q1 2026 in Review

Alternative Investment Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 2.6% in Q1 2026, selling an estimated $3.61M and leaving 200,489 shares worth $131M. The position accounts for 57.13% of the portfolio, ranked #1.

Alternative Investment Advisors first reported a position in IVV in Q3 2023 and has held it in 11 quarters since. The position peaked at $141M in Q4 2025. 3,976 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Alternative Investment Advisors held 200,489 shares of iShares Core S&P 500 ETF worth $131M as of Q1 2026.
Alternative Investment Advisors sold 5,290 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $3.61M.
iShares Core S&P 500 ETF made up 57.13% of Alternative Investment Advisors's portfolio in Q1 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 11 quarters since.
Alternative Investment Advisors's iShares Core S&P 500 ETF position peaked at $141M in Q4 2025.
3,976 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Alternative Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.