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 Q2	$1.14M	Buy	1,518 +192	+14%	+$140K	0.48%	60
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 $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Tandem Capital Management's IVV Position: Q2 2026 in Review

Tandem Capital Management increased its iShares Core S&P 500 ETF (IVV) stake by 14% in Q2 2026, buying an estimated $140K and bringing the position to 1,518 shares worth $1.14M. The position accounts for 0.48% of the portfolio, ranked #60.

Tandem Capital Management first reported a position in IVV in Q4 2019 and has held it in 27 quarters since. 4,123 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Tandem Capital Management held 1,518 shares of iShares Core S&P 500 ETF worth $1.14M as of Q2 2026.
Tandem Capital Management bought 192 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $140K.
iShares Core S&P 500 ETF made up 0.48% of Tandem Capital Management's portfolio in Q2 2026, its #60 holding.
Tandem Capital Management first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 27 quarters since.
4,123 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Tandem Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.