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

TCV Trust & 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
Q2 		$2.15M Sell
2,868
-144
-5% -$105K 0.16% 80
2026
Q1 		$1.97M Buy
3,012
+128
+4% +$87.4K 0.16% 79
2025
Q4 		$1.98M Sell
2,884
-334
-10% -$227K 0.16% 79
2025
Q3 		$2.15M Buy
3,218
+261
+9% +$168K 0.18% 74
2025
Q2 		$1.84M Sell
2,957
-17
-0.6% -$9.76K 0.16% 82
2025
Q1 		$1.67M Sell
2,974
-308
-9% -$182K 0.15% 83
2024
Q4 		$1.93M Sell
3,282
-6
-0.2% -$3.55K 0.18% 74
2024
Q3 		$1.9M Sell
3,288
-126
-4% -$70.1K 0.17% 78
2024
Q2 		$1.87M Hold
3,414
– – 0.18% 77
2024
Q1 		$1.79M Buy
3,414
+289
+9% +$145K 0.17% 80
2023
Q4 		$1.49M Buy
3,125
+79
+3% +$35.4K 0.15% 80
2023
Q3 		$1.31M Hold
3,046
– – 0.14% 84
2023
Q2 		$1.36M Buy
3,046
+55
+2% +$23.2K 0.14% 88
2023
Q1 		$1.23M Sell
2,991
-117
-4% -$46.9K 0.14% 89
2022
Q4 		$1.19M Sell
3,108
-36
-1% -$13.9K 0.14% 92
2022
Q3 		$1.13M Sell
3,144
-257
-8% -$103K 0.14% 87
2022
Q2 		$1.29M Sell
3,401
-26
-0.8% -$10.7K 0.15% 91
2022
Q1 		$1.55M Sell
3,427
-150
-4% -$67.1K 0.17% 90
2021
Q4 		$1.71M Sell
3,577
-60
-2% -$27.7K 0.17% 87
2021
Q3 		$1.57M Sell
3,637
-535
-13% -$237K 0.17% 87
2021
Q2 		$1.79M Sell
4,172
-716
-15% -$300K 0.2% 84
2021
Q1 		$1.95M Sell
4,888
-240
-5% -$92.9K 0.23% 79
2020
Q4 		$1.93M Buy
5,128
+222
+5% +$79K 0.23% 79
2020
Q3 		$1.65M Buy
4,906
+339
+7% +$113K 0.22% 81
2020
Q2 		$1.41M Sell
4,567
-145
-3% -$42.6K 0.2% 84
2020
Q1 		$1.22M Buy
4,712
+3,637
+338% +$1.11M 0.2% 86
2019
Q4 		$347K Hold
1,075
– – 0.04% 152
2019
Q3 		$321K Hold
1,075
– – 0.04% 157
2019
Q2 		$317K Hold
1,075
– – 0.04% 162
2019
Q1 		$306K Sell
1,075
-90
-8% -$24.6K 0.04% 167
2018
Q4 		$293K Sell
1,165
-224
-16% -$60.8K 0.04% 171
2018
Q3 		$407K Hold
1,389
– – 0.05% 153
2018
Q2 		$380K Buy
1,389
+15
+1% +$4.08K 0.05% 154
2018
Q1 		$364K Sell
1,374
-100
-7% -$27.5K 0.05% 149
2017
Q4 		$396K Sell
1,474
-569
-28% -$149K 0.06% 142
2017
Q3 		$517K Hold
2,043
– – 0.08% 127
2017
Q2 		$498K Hold
2,043
– – 0.08% 133
2017
Q1 		$484K Hold
2,043
– – 0.07% 135
2016
Q4 		$460K Hold
2,043
– – 0.07% 129
2016
Q3 		$444K Sell
2,043
-100
-5% -$21.8K 0.08% 121
2016
Q2 		$451K Sell
2,143
-100
-4% -$20.9K 0.08% 119
2016
Q1 		$463K Hold
2,243
– – 0.08% 115
2015
Q4 		$459K Hold
2,243
– – 0.08% 117
2015
Q3 		$432K Sell
2,243
-1,174
-34% -$240K 0.08% 123
2015
Q2 		$708K Buy
3,417
+414
+14% +$87.6K 0.12% 110
2015
Q1 		$624K Hold
3,003
– – 0.1% 116
2014
Q4 		$621K Buy
+3,003
New +$608K 0.1% 116

Other funds holding IVV

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

TCV Trust & Wealth Management's IVV Position: Q2 2026 in Review

TCV Trust & Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 4.8% in Q2 2026, selling an estimated $105K and leaving 2,868 shares worth $2.15M. The position accounts for 0.16% of the portfolio, ranked #80.

TCV Trust & Wealth Management first reported a position in IVV in Q4 2014 and has held it in 47 quarters since. The position peaked at $2.15M in Q3 2025. 2,171 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • TCV Trust & Wealth Management held 2,868 shares of iShares Core S&P 500 ETF worth $2.15M as of Q2 2026.
  • TCV Trust & Wealth Management sold 144 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $105K.
  • iShares Core S&P 500 ETF made up 0.16% of TCV Trust & Wealth Management's portfolio in Q2 2026, its #80 holding.
  • TCV Trust & Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2014 and has held it in 47 quarters since.
  • TCV Trust & Wealth Management's iShares Core S&P 500 ETF position peaked at $2.15M in Q3 2025.
  • 2,171 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on TCV Trust & Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.