AG
IVV icon

AlTi Global’s iShares Core S&P 500 ETF IVV Stock Holding History

AlTi Global’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 		$101M Sell
149,979
-25,478
-15% -$17.4M 2.19% 13
2025
Q4 		$94M Buy
175,457
+46,942
+37% +$31.9M 2.02% 13
2025
Q3 		$78M Buy
128,515
+104,311
+431% +$67.2M 1.83% 12
2025
Q2 		$15M Sell
24,204
-526
-2% -$302K 0.38% 36
2025
Q1 		$13.9M Sell
24,730
-25,303
-51% -$14.9M 0.36% 34
2024
Q4 		$29.5M Sell
50,033
-901
-2% -$533K 0.71% 21
2024
Q3 		$29.4M Buy
50,934
+8,303
+19% +$4.62M 0.71% 19
2024
Q2 		$23.3M Buy
42,631
+87
+0.2% +$45.7K 0.63% 22
2024
Q1 		$22.4M Sell
42,544
-785
-2% -$393K 0.62% 22
2023
Q4 		$20.7M Buy
+43,329
New +$19.4M 0.63% 24

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

AlTi Global's IVV Position: Q1 2026 in Review

AlTi Global reduced its iShares Core S&P 500 ETF (IVV) stake by 15% in Q1 2026, selling an estimated $17.4M and leaving 149,979 shares worth $101M. The position accounts for 2.19% of the portfolio, ranked #13.

AlTi Global first reported a position in IVV in Q4 2023 and has held it in 10 quarters since. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • AlTi Global held 149,979 shares of iShares Core S&P 500 ETF worth $101M as of Q1 2026.
  • AlTi Global sold 25,478 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $17.4M.
  • iShares Core S&P 500 ETF made up 2.19% of AlTi Global's portfolio in Q1 2026, its #13 holding.
  • AlTi Global first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 10 quarters since.
  • 3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on AlTi Global's 13F filing for Q1 2026, filed 7 May 2026.