Tandem Capital Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Tandem Capital 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 Q1	$866K	Sell	1,326 -40	-3%	-$27.3K	0.43%	65
2025 Q4	$936K	Buy	1,366 +155	+13%	+$105K	0.43%	63
2025 Q3	$811K	Hold	1,211	–	–	0.38%	68
2025 Q2	$752K	Hold	1,211	–	–	0.38%	67
2025 Q1	$680K	Hold	1,211	–	–	0.38%	69
2024 Q4	$713K	Buy	1,211 +30	+3%	+$17.8K	0.38%	69
2024 Q3	$681K	Hold	1,181	–	–	0.36%	70
2024 Q2	$659K	Hold	1,181	–	–	0.36%	69
2024 Q1	$621K	Buy	1,181 +23	+2%	+$11.5K	0.35%	76
2023 Q4	$553K	Buy	1,158 +160	+16%	+$71.6K	0.34%	73
2023 Q3	$429K	Buy	998 +10	+1%	+$4.47K	0.29%	77
2023 Q2	$440K	Hold	988	–	–	0.29%	76
2023 Q1	$406K	Hold	988	–	–	0.29%	76
2022 Q4	$380K	Hold	988	–	–	0.3%	71
2022 Q3	$371K	Hold	988	–	–	0.31%	70
2022 Q2	$375K	Hold	988	–	–	0.3%	71
2022 Q1	$423K	Buy	988 +105	+12%	+$47K	0.29%	70
2021 Q4	$421K	Hold	883	–	–	0.24%	71
2021 Q3	$380K	Hold	883	–	–	0.24%	72
2021 Q2	$380K	Hold	883	–	–	0.24%	71
2021 Q1	$351K	Hold	883	–	–	0.24%	70
2020 Q4	$331K	Hold	883	–	–	0.25%	69
2020 Q3	$297K	Hold	883	–	–	0.26%	67
2020 Q2	$273K	Hold	883	–	–	0.27%	65
2020 Q1	$228K	Hold	883	–	–	0.26%	69
2019 Q4	$285K	Buy	+883	New	+$273K	0.24%	66

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

Tandem Capital Management's IVV Position: Q1 2026 in Review

Tandem Capital Management reduced its iShares Core S&P 500 ETF (IVV) stake by 2.9% in Q1 2026, selling an estimated $27.3K and leaving 1,326 shares worth $866K. The position accounts for 0.43% of the portfolio, ranked #65.

Tandem Capital Management first reported a position in IVV in Q4 2019 and has held it in 26 quarters since. The position peaked at $936K in Q4 2025. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Tandem Capital Management held 1,326 shares of iShares Core S&P 500 ETF worth $866K as of Q1 2026.
Tandem Capital Management sold 40 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $27.3K.
iShares Core S&P 500 ETF made up 0.43% of Tandem Capital Management's portfolio in Q1 2026, its #65 holding.
Tandem Capital Management first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 26 quarters since.
Tandem Capital Management's iShares Core S&P 500 ETF position peaked at $936K in Q4 2025.
3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Tandem Capital Management's 13F filing for Q1 2026, filed 16 Apr 2026.