TD Private Client Wealth’s iShares Core S&P 500 ETF IVV Stock Holding History

TD Private Client Wealth’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	$47.4M	Buy	72,567 +7,082	+11%	+$4.84M	0.98%	21
2025 Q4	$44.9M	Buy	65,485 +2,870	+5%	+$1.95M	0.96%	23
2025 Q3	$41.9M	Sell	62,615 -4,292	-6%	-$2.76M	0.94%	24
2025 Q2	$41.5M	Buy	66,907 +2,826	+4%	+$1.62M	1.02%	22
2025 Q1	$36M	Buy	64,081 +4,268	+7%	+$2.52M	0.99%	22
2024 Q4	$35.2M	Sell	59,813 -1,411	-2%	-$835K	0.98%	22
2024 Q3	$35.3M	Sell	61,224 -48,007	-44%	-$26.7M	1.02%	22
2024 Q2	$59.8M	Buy	109,231 +6,235	+6%	+$3.28M	1.88%	8
2024 Q1	$54.1M	Buy	102,996 +4,721	+5%	+$2.36M	1.78%	8
2023 Q4	$46.9M	Buy	98,275 +6,540	+7%	+$2.93M	1.7%	11
2023 Q3	$39.4M	Buy	91,735 +7,763	+9%	+$3.47M	1.71%	9
2023 Q2	$37.4M	Buy	83,972 +2,728	+3%	+$1.15M	1.62%	8
2023 Q1	$33.4M	Buy	81,244 +9,133	+13%	+$3.66M	1.5%	8
2022 Q4	$27.7M	Buy	72,111 +43,539	+152%	+$16.8M	1.31%	12
2022 Q3	$10.2M	Buy	28,572 +1,092	+4%	+$436K	0.52%	36
2022 Q2	$10.4M	Sell	27,480 -5,789	-17%	-$2.38M	0.51%	35
2022 Q1	$15.1M	Sell	33,269 -4,892	-13%	-$2.19M	0.64%	24
2021 Q4	$18.2M	Sell	38,161 -586	-2%	-$270K	0.76%	22
2021 Q3	$16.7M	Buy	38,747 +1,142	+3%	+$506K	0.71%	22
2021 Q2	$16.2M	Sell	37,605 -1,813	-5%	-$759K	0.69%	23
2021 Q1	$15.7M	Buy	39,418 +1,443	+4%	+$559K	0.73%	21
2020 Q4	$14.3M	Buy	37,975 +4,288	+13%	+$1.53M	0.72%	25
2020 Q3	$11.3M	Sell	33,687 -2,145	-6%	-$714K	0.63%	29
2020 Q2	$11.1M	Sell	35,832 -9,252	-21%	-$2.72M	0.65%	32
2020 Q1	$11.6M	Sell	45,084 -12,252	-21%	-$3.75M	0.83%	22
2019 Q4	$18.5M	Buy	+57,336	New	+$17.7M	1.11%	13

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

TD Private Client Wealth's IVV Position: Q1 2026 in Review

TD Private Client Wealth increased its iShares Core S&P 500 ETF (IVV) stake by 11% in Q1 2026, buying an estimated $4.84M and bringing the position to 72,567 shares worth $47.4M. The position accounts for 0.98% of the portfolio, ranked #21.

TD Private Client Wealth first reported a position in IVV in Q4 2019 and has held it in 26 quarters since. The position peaked at $59.8M in Q2 2024. 3,975 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

TD Private Client Wealth held 72,567 shares of iShares Core S&P 500 ETF worth $47.4M as of Q1 2026.
TD Private Client Wealth bought 7,082 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $4.84M.
iShares Core S&P 500 ETF made up 0.98% of TD Private Client Wealth's portfolio in Q1 2026, its #21 holding.
TD Private Client Wealth first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 26 quarters since.
TD Private Client Wealth's iShares Core S&P 500 ETF position peaked at $59.8M in Q2 2024.
3,975 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.