Asset Allocation Strategies’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
Asset Allocation Strategies's IVV Position: Q1 2026 in Review
Asset Allocation Strategies reduced its iShares Core S&P 500 ETF (IVV) stake by 19% in Q1 2026, selling an estimated $239K and leaving 1,500 shares worth $980K. The position accounts for 0.17% of the portfolio, ranked #80.
Asset Allocation Strategies first reported a position in IVV in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.94M in Q1 2025. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.
- Asset Allocation Strategies held 1,500 shares of iShares Core S&P 500 ETF worth $980K as of Q1 2026.
- Asset Allocation Strategies sold 350 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $239K.
- iShares Core S&P 500 ETF made up 0.17% of Asset Allocation Strategies's portfolio in Q1 2026, its #80 holding.
- Asset Allocation Strategies first reported a position in iShares Core S&P 500 ETF in Q2 2024 and has held it in 8 quarters since.
- Asset Allocation Strategies's iShares Core S&P 500 ETF position peaked at $1.94M in Q1 2025.
- 3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.
Based on Asset Allocation Strategies's 13F filing for Q1 2026, filed 22 Apr 2026.