Tableaux
IVV icon

Tableaux’s iShares Core S&P 500 ETF IVV Stock Holding History

Tableaux’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 		$2.12M Sell
2,767
-52
-2% -$39.7K 0.87% 30
2026
Q2 		$2.11M Sell
2,819
-284
-9% -$207K 0.89% 30
2026
Q1 		$2.03M Sell
3,103
-43
-1% -$29.4K 0.98% 27
2025
Q4 		$2.15M Sell
3,146
-3,206
-50% -$2.18M 1.53% 21
2025
Q3 		$4.25M Buy
6,352
+3,154
+99% +$2.03M 1.7% 17
2025
Q2 		$1.99M Sell
3,198
-144
-4% -$82.7K 1.14% 26
2025
Q1 		$1.88M Hold
3,342
– – 1.35% 21
2024
Q4 		$1.97M Buy
+3,342
New +$1.98M 1.63% 15

Other funds holding IVV

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
First Command Advisory Services
First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 21.9% 1-Year Est. Return

Tableaux's IVV Position: Q3 2026 in Review

Tableaux reduced its iShares Core S&P 500 ETF (IVV) stake by 1.8% in Q3 2026, selling an estimated $39.7K and leaving 2,767 shares worth $2.12M. The position accounts for 0.87% of the portfolio, ranked #30.

Tableaux first reported a position in IVV in Q4 2024 and has held it in 8 quarters since. The position peaked at $4.25M in Q3 2025. 2,895 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Tableaux held 2,767 shares of iShares Core S&P 500 ETF worth $2.12M as of Q3 2026.
  • Tableaux sold 52 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $39.7K.
  • iShares Core S&P 500 ETF made up 0.87% of Tableaux's portfolio in Q3 2026, its #30 holding.
  • Tableaux first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 8 quarters since.
  • Tableaux's iShares Core S&P 500 ETF position peaked at $4.25M in Q3 2025.
  • 2,895 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Tableaux's 13F filing for Q3 2026, filed 23 Oct 2026.