LJAC
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L.J. Altfest & Co’s iShares Core S&P 500 ETF IVV Stock Holding History

L.J. Altfest & Co’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 		$1.39M Buy
2,124
+66
+3% +$45.1K 0.15% 118
2025
Q4 		$1.41M Sell
2,058
-16
-0.8% -$10.9K 0.15% 103
2025
Q3 		$1.39M Buy
2,074
+9
+0.4% +$5.8K 0.15% 102
2025
Q2 		$1.28M Sell
2,065
-9,491
-82% -$5.45M 0.15% 106
2025
Q1 		$6.49M Buy
11,556
+9,745
+538% +$5.75M 0.81% 30
2024
Q4 		$1.07M Buy
1,811
+26
+1% +$15.4K 0.14% 108
2024
Q3 		$1.03M Buy
1,785
+53
+3% +$29.5K 0.14% 128
2024
Q2 		$948K Buy
1,732
+478
+38% +$251K 0.13% 121
2024
Q1 		$659K Buy
1,254
+26
+2% +$13K 0.09% 159
2023
Q4 		$587K Buy
1,228
+67
+6% +$30K 0.09% 163
2023
Q3 		$498K Sell
1,161
-3
-0.3% -$1.34K 0.08% 182
2023
Q2 		$519K Buy
1,164
+36
+3% +$15.2K 0.08% 175
2023
Q1 		$464K Sell
1,128
-1
-0.1% -$401 0.07% 177
2022
Q4 		$434K Sell
1,129
-210
-16% -$81K 0.07% 171
2022
Q3 		$480K Buy
1,339
+89
+7% +$35.5K 0.09% 145
2022
Q2 		$474K Buy
1,250
+137
+12% +$56.4K 0.09% 154
2022
Q1 		$505K Buy
1,113
+130
+13% +$58.1K 0.09% 151
2021
Q4 		$469K Sell
983
-86
-8% -$39.6K 0.09% 158
2021
Q3 		$460K Buy
1,069
+48
+5% +$21.3K 0.1% 149
2021
Q2 		$439K Buy
1,021
+2
+0.2% +$838 0.09% 153
2021
Q1 		$405K Sell
1,019
-158
-13% -$61.2K 0.1% 168
2020
Q4 		$442K Sell
1,177
-447
-28% -$159K 0.11% 143
2020
Q3 		$546K Sell
1,624
-35,949
-96% -$12M 0.15% 112
2020
Q2 		$11.6M Buy
37,573
+1,357
+4% +$398K 3.35% 7
2020
Q1 		$9.36M Buy
+36,216
New +$11.1M 2.93% 8
2017
Q2 		– Sell
-6,528
Closed -$1.55M – 148
2017
Q1 		$1.55M Buy
+6,528
New +$1.53M 0.62% 44

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

L.J. Altfest & Co's IVV Position: Q1 2026 in Review

L.J. Altfest & Co increased its iShares Core S&P 500 ETF (IVV) stake by 3.2% in Q1 2026, buying an estimated $45.1K and bringing the position to 2,124 shares worth $1.39M. The position accounts for 0.15% of the portfolio, ranked #118.

L.J. Altfest & Co first reported a position in IVV in Q1 2017 and has held it in 26 quarters since. The position peaked at $11.6M in Q2 2020. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • L.J. Altfest & Co held 2,124 shares of iShares Core S&P 500 ETF worth $1.39M as of Q1 2026.
  • L.J. Altfest & Co bought 66 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $45.1K.
  • iShares Core S&P 500 ETF made up 0.15% of L.J. Altfest & Co's portfolio in Q1 2026, its #118 holding.
  • L.J. Altfest & Co first reported a position in iShares Core S&P 500 ETF in Q1 2017 and has held it in 26 quarters since.
  • L.J. Altfest & Co's iShares Core S&P 500 ETF position peaked at $11.6M in Q2 2020.
  • 3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on L.J. Altfest & Co's 13F filing for Q1 2026, filed 28 Apr 2026.