Tanager Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Tanager Wealth Management’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	$658K	Sell	859 -929	-52%	-$709K	0.05%	82
2026 Q2	$1.34M	Hold	1,788	–	–	0.12%	51
2026 Q1	$1.17M	Buy	1,788 +225	+14%	+$154K	0.11%	49
2025 Q4	$1.07M	Hold	1,563	–	–	0.11%	52
2025 Q3	$1.05M	Hold	1,563	–	–	0.11%	54
2025 Q2	$970K	Hold	1,563	–	–	0.11%	53
2025 Q1	$878K	Buy	1,563 +624	+66%	+$368K	0.11%	49
2024 Q4	$553K	Sell	939 -680	-42%	-$402K	0.07%	62
2024 Q3	$934K	Buy	1,619 +680	+72%	+$378K	0.13%	40
2024 Q2	$514K	Hold	939	–	–	0.08%	56
2024 Q1	$494K	Hold	939	–	–	0.08%	58
2023 Q4	$448K	Sell	939 -104	-10%	-$46.6K	0.08%	57
2023 Q3	$450K	Buy	1,043 +104	+11%	+$46.5K	0.09%	52
2023 Q2	$419K	Hold	939	–	–	0.09%	56
2023 Q1	$386K	Buy	+939	New	+$376K	0.09%	53

Other funds holding IVV

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

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

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

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Tanager Wealth Management's IVV Position: Q3 2026 in Review

Tanager Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 52% in Q3 2026, selling an estimated $709K and leaving 859 shares worth $658K. The position accounts for 0.05% of the portfolio, ranked #82.

Tanager Wealth Management first reported a position in IVV in Q1 2023 and has held it in 15 quarters since. The position peaked at $1.34M in Q2 2026. 2,937 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Tanager Wealth Management held 859 shares of iShares Core S&P 500 ETF worth $658K as of Q3 2026.
Tanager Wealth Management sold 929 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $709K.
iShares Core S&P 500 ETF made up 0.05% of Tanager Wealth Management's portfolio in Q3 2026, its #82 holding.
Tanager Wealth Management first reported a position in iShares Core S&P 500 ETF in Q1 2023 and has held it in 15 quarters since.
Tanager Wealth Management's iShares Core S&P 500 ETF position peaked at $1.34M in Q2 2026.
2,937 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Tanager Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.