Teamwork Financial Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Teamwork Financial Advisors’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	$1.21M	Sell	1,613 -932	-37%	-$679K	0.11%	100
2026 Q1	$1.66M	Buy	2,545 +946	+59%	+$646K	0.18%	88
2025 Q4	$1.1M	Buy	1,599 +225	+16%	+$153K	0.11%	98
2025 Q3	$920K	Sell	1,374 -97	-7%	-$62.5K	0.09%	108
2025 Q2	$913K	Sell	1,471 -50	-3%	-$28.7K	0.11%	106
2025 Q1	$855K	Buy	1,521 +28	+2%	+$16.5K	0.11%	95
2024 Q4	$879K	Buy	1,493 +54	+4%	+$32K	0.11%	90
2024 Q3	$830K	Sell	1,439 -122	-8%	-$67.8K	0.12%	84
2024 Q2	$854K	Sell	1,561 -639	-29%	-$336K	0.13%	78
2024 Q1	$1.16M	Sell	2,200 -38	-2%	-$19K	0.18%	69
2023 Q4	$1.07M	Sell	2,238 -791	-26%	-$354K	0.18%	64
2023 Q3	$1.3M	Buy	3,029 +19	+0.6%	+$8.5K	0.21%	70
2023 Q2	$1.34M	Sell	3,010 -265	-8%	-$112K	0.22%	71
2023 Q1	$1.35M	Sell	3,275 -155	-5%	-$62.1K	0.25%	67
2022 Q4	$1.32M	Buy	3,430 +1,473	+75%	+$568K	0.27%	63
2022 Q3	$702K	Buy	1,957 +169	+9%	+$67.5K	0.15%	94
2022 Q2	$678K	Sell	1,788 -317	-15%	-$130K	0.15%	100
2022 Q1	$955K	Sell	2,105 -595	-22%	-$266K	0.18%	103
2021 Q4	$1.29M	Buy	2,700 +22	+0.8%	+$10.1K	0.24%	88
2021 Q3	$1.15M	Sell	2,678 -59	-2%	-$26.1K	0.23%	91
2021 Q2	$1.18M	Sell	2,737 -59	-2%	-$24.7K	0.24%	80
2021 Q1	$1.11M	Sell	2,796 -457	-14%	-$177K	0.26%	81
2020 Q4	$1.22M	Sell	3,253 -346	-10%	-$123K	0.29%	71
2020 Q3	$1.21M	Sell	3,599 -1,936	-35%	-$644K	0.37%	54
2020 Q2	$1.71M	Buy	5,535 +3,443	+165%	+$1.01M	0.61%	34
2020 Q1	$541K	Buy	2,092 +321	+18%	+$98.4K	0.34%	58
2019 Q4	$572K	Buy	+1,771	New	+$548K	0.34%	64

Other funds holding IVV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Teamwork Financial Advisors's IVV Position: Q2 2026 in Review

Teamwork Financial Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 37% in Q2 2026, selling an estimated $679K and leaving 1,613 shares worth $1.21M. The position accounts for 0.11% of the portfolio, ranked #100.

Teamwork Financial Advisors first reported a position in IVV in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.71M in Q2 2020. 952 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Teamwork Financial Advisors held 1,613 shares of iShares Core S&P 500 ETF worth $1.21M as of Q2 2026.
Teamwork Financial Advisors sold 932 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $679K.
iShares Core S&P 500 ETF made up 0.11% of Teamwork Financial Advisors's portfolio in Q2 2026, its #100 holding.
Teamwork Financial Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 27 quarters since.
Teamwork Financial Advisors's iShares Core S&P 500 ETF position peaked at $1.71M in Q2 2020.
952 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Teamwork Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.