TF
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Tandem Financial’s iShares Core S&P 500 ETF IVV Stock Holding History

Tandem Financial’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 		$42.5M Buy
65,017
+64,643
+17,284% +$44.1M 13.51% 1
2025
Q4 		$220K Sell
374
-79,155
-100% -$53.8M 0.26% 45
2025
Q3 		$53.2M Buy
79,529
+79,107
+18,746% +$50.9M 19.8% 1
2025
Q2 		$262K Hold
422
– – 0.24% 43
2025
Q1 		$237K Buy
422
+48
+13% +$28.3K 0.26% 45
2024
Q4 		$220K Buy
+374
New +$221K 0.23% 49

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Tandem Financial's IVV Position: Q1 2026 in Review

Tandem Financial increased its iShares Core S&P 500 ETF (IVV) stake by 17,284% in Q1 2026, buying an estimated $44.1M and bringing the position to 65,017 shares worth $42.5M. The position accounts for 13.51% of the portfolio, ranked #1.

Tandem Financial first reported a position in IVV in Q4 2024 and has held it in 6 quarters since. The position peaked at $53.2M in Q3 2025. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Tandem Financial held 65,017 shares of iShares Core S&P 500 ETF worth $42.5M as of Q1 2026.
  • Tandem Financial bought 64,643 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $44.1M.
  • iShares Core S&P 500 ETF made up 13.51% of Tandem Financial's portfolio in Q1 2026, its #1 holding.
  • Tandem Financial first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 6 quarters since.
  • Tandem Financial's iShares Core S&P 500 ETF position peaked at $53.2M in Q3 2025.
  • 3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Tandem Financial's 13F filing for Q1 2026, filed 8 May 2026.