Independent Advisor Alliance’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $22.5M | Sell |
30,024
-207,454
| -87% | -$151M | 0.53% | 28 |
|
|
2026
Q1 | $155M | Buy |
237,478
+208,856
| +730% | +$143M | 1.66% | 9 |
|
|
2025
Q4 | $19.6M | Buy |
28,622
+171
| +0.6% | +$116K | 0.48% | 29 |
|
|
2025
Q3 | $19M | Buy |
28,451
+2,591
| +10% | +$1.67M | 0.49% | 29 |
|
|
2025
Q2 | $16.1M | Buy |
25,860
+18,060
| +232% | +$10.4M | 0.46% | 31 |
|
|
2025
Q1 | $4.38M | Sell |
7,800
-210,533
| -96% | -$124M | 0.14% | 120 |
|
|
2024
Q4 | $129M | Buy |
218,333
+212,143
| +3,427% | +$126M | 1.7% | 9 |
|
|
2024
Q3 | $3.57M | Sell |
6,190
-343
| -5% | -$191K | 0.13% | 138 |
|
|
2024
Q2 | $3.58M | Sell |
6,533
-22
| -0.3% | -$11.6K | 0.12% | 145 |
|
|
2024
Q1 | $3.45M | Sell |
6,555
-244
| -4% | -$122K | 0.12% | 146 |
|
|
2023
Q4 | $3.25M | Sell |
6,799
-113
| -2% | -$50.6K | 0.12% | 150 |
|
|
2023
Q3 | $2.97M | Sell |
6,912
-742
| -10% | -$332K | 0.13% | 143 |
|
|
2023
Q2 | $3.41M | Sell |
7,654
-109
| -1% | -$45.9K | 0.15% | 130 |
|
|
2023
Q1 | $3.19M | Sell |
7,763
-2,312
| -23% | -$927K | 0.15% | 125 |
|
|
2022
Q4 | $3.87M | Sell |
10,075
-10,070
| -50% | -$3.89M | 1.33% | 10 |
|
|
2022
Q3 | $7.22M | Buy |
20,145
+132
| +0.7% | +$52.7K | 0.42% | 59 |
|
|
2022
Q2 | $7.59M | Buy |
20,013
+1,772
| +10% | +$729K | 0.42% | 60 |
|
|
2022
Q1 | $8.28M | Sell |
18,241
-1,201
| -6% | -$537K | 0.4% | 62 |
|
|
2021
Q4 | $9.27M | Buy |
19,442
+1,146
| +6% | +$528K | 0.46% | 55 |
|
|
2021
Q3 | $7.88M | Sell |
18,296
-9
| -0% | -$3.99K | 0.44% | 63 |
|
|
2021
Q2 | $7.87M | Sell |
18,305
-695
| -4% | -$291K | 0.43% | 62 |
|
|
2021
Q1 | $7.56M | Buy |
19,000
+925
| +5% | +$358K | 0.45% | 62 |
|
|
2020
Q4 | $6.79M | Sell |
18,075
-47
| -0.3% | -$16.7K | 0.46% | 57 |
|
|
2020
Q3 | $6M | Sell |
18,122
-259
| -1% | -$86.2K | 0.46% | 59 |
|
|
2020
Q2 | $6.09M | Sell |
18,381
-3,325
| -15% | -$976K | 0.65% | 28 |
|
|
2020
Q1 | $5.61M | Sell |
21,706
-282,628
| -93% | -$86.6M | 0.82% | 24 |
|
|
2019
Q4 | $98.4M | Buy |
304,334
+294,337
| +2,944% | +$91.1M | 4.29% | 1 |
|
|
2019
Q3 | $3.1M | Buy |
+9,997
| New | +$2.97M | 0.38% | 60 |
|
|
2019
Q2 | – | Sell |
-7,418
| Closed | -$2.11M | – | 448 |
|
|
2019
Q1 | $2.11M | Sell |
7,418
-814
| -10% | -$223K | 0.3% | 81 |
|
|
2018
Q4 | $2.24M | Buy |
+8,232
| New | +$2.24M | 0.4% | 56 |
|
|
2018
Q2 | – | Sell |
-7,430
| Closed | -$1.75M | – | 376 |
|
|
2018
Q1 | $1.75M | Buy |
+7,430
| New | +$2.04M | 0.39% | 65 |
|
|
2017
Q2 | – | Sell |
-32,457
| Closed | -$7.67M | – | 318 |
|
|
2017
Q1 | $7.67M | Buy |
+32,457
| New | +$7.59M | 1.22% | 14 |
|
Other funds holding IVV
CM
Independent Advisor Alliance's IVV Position: Q2 2026 in Review
Independent Advisor Alliance reduced its iShares Core S&P 500 ETF (IVV) stake by 87% in Q2 2026, selling an estimated $151M and leaving 30,024 shares worth $22.5M. The position accounts for 0.53% of the portfolio, ranked #28.
Independent Advisor Alliance first reported a position in IVV in Q1 2017 and has held it in 32 quarters since. The position peaked at $155M in Q1 2026. 4,085 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Independent Advisor Alliance held 30,024 shares of iShares Core S&P 500 ETF worth $22.5M as of Q2 2026.
- Independent Advisor Alliance sold 207,454 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $151M.
- iShares Core S&P 500 ETF made up 0.53% of Independent Advisor Alliance's portfolio in Q2 2026, its #28 holding.
- Independent Advisor Alliance first reported a position in iShares Core S&P 500 ETF in Q1 2017 and has held it in 32 quarters since.
- Independent Advisor Alliance's iShares Core S&P 500 ETF position peaked at $155M in Q1 2026.
- 4,085 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.