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McAlister Sweet & Associates’s iShares Core S&P 500 ETF IVV Stock Holding History

McAlister Sweet & Associates’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 		$4.63M Buy
6,187
+181
+3% +$132K 2.48% 14
2026
Q1 		$3.92M Sell
6,006
-10
-0.2% -$6.83K 2.44% 14
2025
Q4 		$4.12M Buy
6,016
+362
+6% +$246K 3.13% 11
2025
Q3 		$3.78M Buy
5,654
+637
+13% +$410K 2.5% 12
2025
Q2 		$3.11M Sell
5,017
-69,332
-93% -$39.8M 2.76% 11
2025
Q1 		$41.8M Buy
+74,349
New +$43.9M 31.63% 1
2024
Q4 		– Sell
-56,822
Closed -$32.8M – 24
2024
Q3 		$32.8M Sell
56,822
-21,918
-28% -$12.2M 27.07% 1
2024
Q2 		$43.1M Buy
78,740
+1,692
+2% +$890K 30.95% 1
2024
Q1 		$40.5M Buy
77,048
+12,718
+20% +$6.36M 31.82% 1
2023
Q4 		$30.7M Sell
64,330
-36,502
-36% -$16.3M 28.54% 1
2023
Q3 		$43.3M Buy
100,832
+289
+0.3% +$129K 36.81% 1
2023
Q2 		$44.8M Buy
100,543
+26,551
+36% +$11.2M 38.55% 1
2023
Q1 		$30.4M Buy
73,992
+19,266
+35% +$7.72M 33.44% 1
2022
Q4 		$21M Sell
54,726
-37,266
-41% -$14.4M 31.16% 1
2022
Q3 		$33M Buy
91,992
+52,689
+134% +$21M 35.26% 1
2022
Q2 		$14.9M Buy
39,303
+7,283
+23% +$3M 15.11% 1
2022
Q1 		$14.5M Buy
32,020
+8,778
+38% +$3.93M 15.44% 3
2021
Q4 		$11.1M Buy
+23,242
New +$10.7M 9.67% 4

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

McAlister Sweet & Associates's IVV Position: Q2 2026 in Review

McAlister Sweet & Associates increased its iShares Core S&P 500 ETF (IVV) stake by 3% in Q2 2026, buying an estimated $132K and bringing the position to 6,187 shares worth $4.63M. The position accounts for 2.48% of the portfolio, ranked #14.

McAlister Sweet & Associates first reported a position in IVV in Q4 2021 and has held it in 18 quarters since. The position peaked at $44.8M in Q2 2023. 2,050 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • McAlister Sweet & Associates held 6,187 shares of iShares Core S&P 500 ETF worth $4.63M as of Q2 2026.
  • McAlister Sweet & Associates bought 181 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $132K.
  • iShares Core S&P 500 ETF made up 2.48% of McAlister Sweet & Associates's portfolio in Q2 2026, its #14 holding.
  • McAlister Sweet & Associates first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 18 quarters since.
  • McAlister Sweet & Associates's iShares Core S&P 500 ETF position peaked at $44.8M in Q2 2023.
  • 2,050 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on McAlister Sweet & Associates's 13F filing for Q2 2026, filed 13 Jul 2026.