TrueNorth Wealth & Impact, LLC’s iShares Core S&P 500 ETF IVV Stock Holding History

TrueNorth Wealth & Impact, LLC’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 Q3	$367K	Buy	+480	New	+$366K	0.14%	113

Other funds holding IVV

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Marshall Wace London, United Kingdom $114B AUM 35.47% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

TrueNorth Wealth & Impact, LLC's IVV Position: Q3 2026 in Review

TrueNorth Wealth & Impact, LLC opened a new position in iShares Core S&P 500 ETF (IVV) in Q3 2026: 480 shares worth $367K. The stake represents 0.14% of the portfolio and ranks #113 among its holdings.

3,755 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

TrueNorth Wealth & Impact, LLC held 480 shares of iShares Core S&P 500 ETF worth $367K as of Q3 2026.
iShares Core S&P 500 ETF was a new TrueNorth Wealth & Impact, LLC position in Q3 2026.
iShares Core S&P 500 ETF made up 0.14% of TrueNorth Wealth & Impact, LLC's portfolio in Q3 2026, its #113 holding.
3,755 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on TrueNorth Wealth & Impact, LLC's 13F filing for Q3 2026, filed 13 Nov 2026.