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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
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 		$9.59M 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

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

Altus Wealth Group's IVV Position: Q2 2026 in Review

Altus Wealth Group increased its iShares Core S&P 500 ETF (IVV) stake by 2.1% in Q2 2026, buying an estimated $714K and bringing the position to 46,761 shares worth $35M. The position accounts for 12.65% of the portfolio, ranked #1.

Altus Wealth Group first reported a position in IVV in Q4 2022 and has held it in 15 quarters since. 1,947 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Altus Wealth Group held 46,761 shares of iShares Core S&P 500 ETF worth $35M as of Q2 2026.
  • Altus Wealth Group bought 980 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $714K.
  • iShares Core S&P 500 ETF made up 12.65% of Altus Wealth Group's portfolio in Q2 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 15 quarters since.
  • 1,947 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Altus Wealth Group's 13F filing for Q2 2026, filed 17 Jul 2026.