Altus Wealth Group
IVV icon

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

Altus Wealth Group’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
Q3 		$36.8M Buy
48,043
+1,282
+3% +$978K 13.83% 1
2026
Q2 		$35M Buy
46,761
+980
+2% +$714K 12.65% 1
2026
Q1 		$29.9M Sell
45,781
-882
-2% -$602K 12.25% 1
2025
Q4 		$32M Buy
46,663
+2,075
+5% +$1.41M 12.77% 1
2025
Q3 		$29.8M Buy
44,588
+1,025
+2% +$660K 12.25% 1
2025
Q2 		$27M Sell
43,563
-3,206
-7% -$1.84M 11.97% 1
2025
Q1 		$26.3M Buy
46,769
+11,592
+33% +$6.85M 12.31% 1
2024
Q4 		$20.7M Buy
35,177
+2,652
+8% +$1.57M 9.16% 1
2024
Q3 		$18.8M Buy
32,525
+5,095
+19% +$2.83M 8.02% 1
2024
Q2 		$15M Buy
27,430
+9,188
+50% +$4.83M 7.52% 1
2024
Q1 		$9.6M Buy
18,242
+1,846
+11% +$924K 4.81% 2
2023
Q4 		$7.83M Buy
16,396
+384
+2% +$172K 4.34% 5
2023
Q3 		$6.88M Buy
16,012
+7,640
+91% +$3.42M 4.36% 4
2023
Q2 		$3.73M Buy
8,372
+466
+6% +$196K 2.29% 9
2023
Q1 		$3.25M Buy
7,906
+162
+2% +$64.9K 2.19% 12
2022
Q4 		$2.98M Buy
+7,744
New +$2.99M 2.26% 10

Other funds holding IVV

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
First Command Advisory Services
First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Altus Wealth Group's IVV Position: Q3 2026 in Review

Altus Wealth Group increased its iShares Core S&P 500 ETF (IVV) stake by 2.7% in Q3 2026, buying an estimated $978K and bringing the position to 48,043 shares worth $36.8M. The position accounts for 13.83% of the portfolio, ranked #1.

Altus Wealth Group first reported a position in IVV in Q4 2022 and has held it in 16 quarters since. 2,735 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Altus Wealth Group held 48,043 shares of iShares Core S&P 500 ETF worth $36.8M as of Q3 2026.
  • Altus Wealth Group bought 1,282 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $978K.
  • iShares Core S&P 500 ETF made up 13.83% of Altus Wealth Group's portfolio in Q3 2026, its #1 holding.
  • Altus Wealth Group first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 16 quarters since.
  • 2,735 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Altus Wealth Group's 13F filing for Q3 2026, filed 20 Oct 2026.