Systematic Alpha Investments’s iShares Core S&P 500 ETF IVV Stock Holding History

Systematic Alpha Investments’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	$355K	Hold	544	–	–	0.01%	178
2025 Q4	$373K	Hold	544	–	–	0.01%	176
2025 Q3	$364K	Hold	544	–	–	0.01%	181
2025 Q2	$338K	Hold	544	–	–	0.01%	178
2025 Q1	$306K	Hold	544	–	–	0.01%	189
2024 Q4	$320K	Hold	544	–	–	0.01%	187
2024 Q3	$314K	Hold	544	–	–	0.01%	186
2024 Q2	$298K	Hold	544	–	–	0.01%	186
2024 Q1	$286K	Hold	544	–	–	0.01%	194
2023 Q4	$260K	Hold	544	–	–	0.01%	195
2023 Q3	$234K	Hold	544	–	–	0.01%	191
2023 Q2	$242K	Hold	544	–	–	0.01%	199
2023 Q1	$224K	Hold	544	–	–	0.01%	200
2022 Q4	$209K	Buy	+544	New	+$210K	0.01%	208
2022 Q3	–	Sell	-544	Closed	-$206K	–	215
2022 Q2	$206K	Hold	544	–	–	0.01%	203
2022 Q1	$247K	Hold	544	–	–	0.01%	213
2021 Q4	$259K	Hold	544	–	–	0.01%	206
2021 Q3	$251K	Hold	544	–	–	0.01%	217
2021 Q2	$242K	Hold	544	–	–	0.01%	175
2021 Q1	$216K	Buy	544 +533	+4,845%	+$206K	0.01%	133
2020 Q4	$4K	Buy	+11	New	+$3.92K	﹤0.01%	181

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Systematic Alpha Investments's IVV Position: Q1 2026 in Review

Systematic Alpha Investments held its iShares Core S&P 500 ETF (IVV) position steady in Q1 2026 at 544 shares worth $355K. The position accounts for 0.01% of the portfolio, ranked #178.

Systematic Alpha Investments first reported a position in IVV in Q4 2020 and has held it in 21 quarters since. The position peaked at $373K in Q4 2025. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Systematic Alpha Investments held 544 shares of iShares Core S&P 500 ETF worth $355K as of Q1 2026.
Systematic Alpha Investments left its iShares Core S&P 500 ETF share count unchanged in Q1 2026.
iShares Core S&P 500 ETF made up 0.01% of Systematic Alpha Investments's portfolio in Q1 2026, its #178 holding.
Systematic Alpha Investments first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 21 quarters since.
Systematic Alpha Investments's iShares Core S&P 500 ETF position peaked at $373K in Q4 2025.
3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Systematic Alpha Investments's 13F filing for Q1 2026, filed 18 May 2026.