Wealth Alliance Advisory Group’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 | $63.1M | Sell |
84,200
-185
| -0.2% | -$135K | 9.12% | 1 |
|
|
2026
Q1 | $55.1M | Buy |
84,385
+4,532
| +6% | +$3.09M | 8.73% | 1 |
|
|
2025
Q4 | $54.7M | Buy |
79,853
+1,134
| +1% | +$770K | 9.37% | 1 |
|
|
2025
Q3 | $52.7M | Sell |
78,719
-429
| -0.5% | -$276K | 9.5% | 1 |
|
|
2025
Q2 | $49.1M | Buy |
79,148
+2,661
| +3% | +$1.53M | 9.36% | 1 |
|
|
2025
Q1 | $43M | Buy |
76,487
+77
| +0.1% | +$45.5K | 8.91% | 1 |
|
|
2024
Q4 | $45M | Sell |
76,410
-1,118
| -1% | -$662K | 9.51% | 1 |
|
|
2024
Q3 | $44.7M | Buy |
77,528
+306
| +0.4% | +$170K | 9.39% | 1 |
|
|
2024
Q2 | $42.3M | Sell |
77,222
-8,866
| -10% | -$4.66M | 9.52% | 1 |
|
|
2024
Q1 | $45.3M | Buy |
86,088
+1,956
| +2% | +$979K | 10.5% | 1 |
|
|
2023
Q4 | $40.2M | Buy |
84,132
+1,978
| +2% | +$885K | 10.5% | 1 |
|
|
2023
Q3 | $35.3M | Buy |
82,154
+1,419
| +2% | +$635K | 10.46% | 1 |
|
|
2023
Q2 | $36M | Sell |
80,735
-2,028
| -2% | -$855K | 12.7% | 1 |
|
|
2023
Q1 | $34M | Buy |
82,763
+328
| +0.4% | +$132K | 12.73% | 1 |
|
|
2022
Q4 | $31.7M | Buy |
82,435
+3,836
| +5% | +$1.48M | 12.11% | 1 |
|
|
2022
Q3 | $28.2M | Buy |
78,599
+8,361
| +12% | +$3.34M | 12.43% | 1 |
|
|
2022
Q2 | $26.6M | Buy |
70,238
+17,219
| +32% | +$7.08M | 12.58% | 1 |
|
|
2022
Q1 | $24.1M | Buy |
53,019
+2,265
| +4% | +$1.01M | 10.43% | 1 |
|
|
2021
Q4 | $24.2M | Sell |
50,754
-1,074
| -2% | -$495K | 10.52% | 1 |
|
|
2021
Q3 | $22.3M | Buy |
51,828
+677
| +1% | +$300K | 10.85% | 1 |
|
|
2021
Q2 | $22M | Buy |
51,151
+637
| +1% | +$267K | 10.7% | 1 |
|
|
2021
Q1 | $20.1M | Buy |
50,514
+312
| +0.6% | +$121K | 10.3% | 1 |
|
|
2020
Q4 | $18.8M | Sell |
50,202
-6,570
| -12% | -$2.34M | 10.19% | 1 |
|
|
2020
Q3 | $19.1M | Sell |
56,772
-677
| -1% | -$225K | 11.29% | 1 |
|
|
2020
Q2 | $17.8M | Buy |
57,449
+15,758
| +38% | +$4.63M | 10.9% | 1 |
|
|
2020
Q1 | $10.8M | Buy |
41,691
+608
| +1% | +$186K | 8.37% | 2 |
|
|
2019
Q4 | $13.3M | Sell |
41,083
-87
| -0.2% | -$26.9K | 7.58% | 1 |
|
|
2019
Q3 | $12.3M | Buy |
41,170
+260
| +0.6% | +$77.3K | 7.62% | 1 |
|
|
2019
Q2 | $12.4M | Buy |
40,910
+1,086
| +3% | +$315K | 7.63% | 1 |
|
|
2019
Q1 | $11.5M | Buy |
39,824
+727
| +2% | +$199K | 7.45% | 1 |
|
|
2018
Q4 | $9.84M | Buy |
39,097
+6,264
| +19% | +$1.7M | 7.36% | 1 |
|
|
2018
Q3 | $9.61M | Buy |
32,833
+1,026
| +3% | +$294K | 4.92% | 4 |
|
|
2018
Q2 | $8.69M | Buy |
31,807
+583
| +2% | +$159K | 4.76% | 4 |
|
|
2018
Q1 | $8.29M | Buy |
31,224
+13,329
| +74% | +$3.67M | 4.82% | 4 |
|
|
2017
Q4 | $4.81M | Buy |
+17,895
| New | +$4.69M | 4.32% | 5 |
|
Other funds holding IVV
AG
PAS
JIC
NFA
Wealth Alliance Advisory Group's IVV Position: Q2 2026 in Review
Wealth Alliance Advisory Group reduced its iShares Core S&P 500 ETF (IVV) stake by 0.22% in Q2 2026, selling an estimated $135K and leaving 84,200 shares worth $63.1M. The position accounts for 9.12% of the portfolio, ranked #1.
Wealth Alliance Advisory Group first reported a position in IVV in Q4 2017 and has held it in 35 quarters since. 2,168 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Wealth Alliance Advisory Group held 84,200 shares of iShares Core S&P 500 ETF worth $63.1M as of Q2 2026.
- Wealth Alliance Advisory Group sold 185 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $135K.
- iShares Core S&P 500 ETF made up 9.12% of Wealth Alliance Advisory Group's portfolio in Q2 2026, its #1 holding.
- Wealth Alliance Advisory Group first reported a position in iShares Core S&P 500 ETF in Q4 2017 and has held it in 35 quarters since.
- 2,168 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Wealth Alliance Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.