TH
IVV icon

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

TCTC Holdings’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 		$6.09M Sell
9,319
-69
-0.7% -$47.1K 0.17% 84
2025
Q4 		$6.43M Sell
9,388
-57
-0.6% -$38.7K 0.19% 81
2025
Q3 		$6.32M Sell
9,445
-675
-7% -$435K 0.19% 83
2025
Q2 		$6.28M Buy
10,120
+1,150
+13% +$660K 0.2% 84
2025
Q1 		$5.04M Hold
8,970
– – 0.18% 87
2024
Q4 		$5.28M Hold
8,970
– – 0.19% 83
2024
Q3 		$5.17M Sell
8,970
-50
-0.6% -$27.8K 0.18% 84
2024
Q2 		$4.94M Sell
9,020
-7
-0.1% -$3.68K 0.17% 83
2024
Q1 		$4.75M Sell
9,027
-40
-0.4% -$20K 0.16% 83
2023
Q4 		$4.33M Buy
9,067
+503
+6% +$225K 0.16% 84
2023
Q3 		$3.68M Buy
8,564
+1,250
+17% +$559K 0.14% 84
2023
Q2 		$3.26M Sell
7,314
-300
-4% -$126K 0.13% 89
2023
Q1 		$3.13M Buy
7,614
+95
+1% +$38.1K 0.13% 90
2022
Q4 		$2.89M Sell
7,519
-30
-0.4% -$11.6K 0.12% 86
2022
Q3 		$2.71M Buy
7,549
+395
+6% +$158K 0.12% 87
2022
Q2 		$2.71M Buy
7,154
+7
+0.1% +$2.88K 0.12% 87
2022
Q1 		$3.24M Buy
7,147
+35
+0.5% +$15.7K 0.13% 86
2021
Q4 		$3.39M Buy
7,112
+2,663
+60% +$1.23M 0.14% 84
2021
Q3 		$1.92M Sell
4,449
-808
-15% -$358K 0.09% 94
2021
Q2 		$2.26M Buy
5,257
+45
+0.9% +$18.9K 0.1% 91
2021
Q1 		$2.07M Sell
5,212
-1,535
-23% -$594K 0.1% 87
2020
Q4 		$2.53M Buy
6,747
+1,675
+33% +$596K 0.14% 86
2020
Q3 		$1.7M Buy
5,072
+2,000
+65% +$666K 0.11% 89
2020
Q2 		$951K Sell
3,072
-429
-12% -$126K 0.06% 102
2020
Q1 		$905K Sell
3,501
-100
-3% -$30.6K 0.07% 90
2019
Q4 		$1.16M Hold
3,601
– – 0.06% 93
2019
Q3 		$1.07M Buy
3,601
+1,236
+52% +$367K 0.06% 95
2019
Q2 		$697K Hold
2,365
– – 0.04% 111
2019
Q1 		$673K Hold
2,365
– – 0.04% 107
2018
Q4 		$595K Buy
2,365
+50
+2% +$13.6K 0.03% 109
2018
Q3 		$678K Buy
2,315
+24
+1% +$6.88K 0.03% 108
2018
Q2 		$626K Hold
2,291
– – 0.03% 109
2018
Q1 		$608K Hold
2,291
– – 0.03% 105
2017
Q4 		$616K Hold
2,291
– – 0.03% 105
2017
Q3 		$579K Hold
2,291
– – 0.04% 107
2017
Q2 		$558K Hold
2,291
– – 0.04% 105
2017
Q1 		$544K Hold
2,291
– – 0.03% 120
2016
Q4 		$515K Sell
2,291
-212
-8% -$46.6K 0.03% 121
2016
Q3 		$545K Sell
2,503
-408
-14% -$88.7K 0.04% 105
2016
Q2 		$613K Buy
2,911
+591
+25% +$123K 0.04% 116
2016
Q1 		$479K Hold
2,320
– – 0.03% 129
2015
Q4 		$475K Sell
2,320
-290
-11% -$59.9K 0.03% 129
2015
Q3 		$503K Buy
2,610
+370
+17% +$75.5K 0.03% 124
2015
Q2 		$464K Sell
2,240
-45
-2% -$9.53K 0.03% 122
2015
Q1 		$475K Hold
2,285
– – 0.03% 120
2014
Q4 		$473K Hold
2,285
– – 0.03% 123
2014
Q3 		$453K Buy
2,285
+100
+5% +$19.9K 0.03% 123
2014
Q2 		$430K Sell
2,185
-50
-2% -$9.57K 0.03% 112
2014
Q1 		$420K Buy
2,235
+50
+2% +$9.23K 0.02% 125
2013
Q4 		$406K Sell
2,185
-200
-8% -$35.6K 0.02% 125
2013
Q3 		$403K Buy
2,385
+70
+3% +$11.8K 0.03% 126
2013
Q2 		$372K Buy
+2,315
New +$375K 0.02% 124

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

TCTC Holdings's IVV Position: Q1 2026 in Review

TCTC Holdings reduced its iShares Core S&P 500 ETF (IVV) stake by 0.73% in Q1 2026, selling an estimated $47.1K and leaving 9,319 shares worth $6.09M. The position accounts for 0.17% of the portfolio, ranked #84.

TCTC Holdings first reported a position in IVV in Q2 2013 and has held it in 52 quarters since. The position peaked at $6.43M in Q4 2025. 3,975 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • TCTC Holdings held 9,319 shares of iShares Core S&P 500 ETF worth $6.09M as of Q1 2026.
  • TCTC Holdings sold 69 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $47.1K.
  • iShares Core S&P 500 ETF made up 0.17% of TCTC Holdings's portfolio in Q1 2026, its #84 holding.
  • TCTC Holdings first reported a position in iShares Core S&P 500 ETF in Q2 2013 and has held it in 52 quarters since.
  • TCTC Holdings's iShares Core S&P 500 ETF position peaked at $6.43M in Q4 2025.
  • 3,975 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on TCTC Holdings's 13F filing for Q1 2026, filed 7 May 2026.