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 Q2	$54.7M	Buy	73,012 +445	+0.6%	+$324K	1%	20
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 $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

TD Private Client Wealth's IVV Position: Q2 2026 in Review

TD Private Client Wealth increased its iShares Core S&P 500 ETF (IVV) stake by 0.61% in Q2 2026, buying an estimated $324K and bringing the position to 73,012 shares worth $54.7M. The position accounts for 1% of the portfolio, ranked #20.

TD Private Client Wealth first reported a position in IVV in Q4 2019 and has held it in 27 quarters since. The position peaked at $59.8M in Q2 2024. 4,101 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

TD Private Client Wealth held 73,012 shares of iShares Core S&P 500 ETF worth $54.7M as of Q2 2026.
TD Private Client Wealth bought 445 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $324K.
iShares Core S&P 500 ETF made up 1% of TD Private Client Wealth's portfolio in Q2 2026, its #20 holding.
TD Private Client Wealth first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 27 quarters since.
TD Private Client Wealth's iShares Core S&P 500 ETF position peaked at $59.8M in Q2 2024.
4,101 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.