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

Tectonic 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	$108M	Buy	143,909 +8,004	+6%	+$5.83M	5.18%	3
2026 Q1	$88.8M	Buy	135,905 +2,284	+2%	+$1.56M	4.69%	4
2025 Q4	$91.5M	Buy	133,621 +7,332	+6%	+$4.98M	4.83%	4
2025 Q3	$84.5M	Buy	126,289 +4,093	+3%	+$2.64M	4.62%	4
2025 Q2	$75.9M	Buy	122,196 +9,373	+8%	+$5.38M	4.41%	5
2025 Q1	$63.4M	Buy	112,823 +4,046	+4%	+$2.39M	3.96%	5
2024 Q4	$64M	Buy	108,777 +2,932	+3%	+$1.74M	4.17%	5
2024 Q3	$61.1M	Buy	105,845 +3,147	+3%	+$1.75M	3.99%	5
2024 Q2	$56.2M	Buy	102,698 +7,654	+8%	+$4.02M	4.05%	5
2024 Q1	$50M	Buy	95,044 +13,046	+16%	+$6.53M	3.81%	5
2023 Q4	$39.2M	Sell	81,998 -35	-0%	-$15.7K	3.28%	6
2023 Q3	$35.2M	Buy	82,033 +6,135	+8%	+$2.74M	3.3%	6
2023 Q2	$33.8M	Hold	75,898	–	–	4.17%	3
2023 Q1	$31.2M	Buy	75,898 +6,383	+9%	+$2.56M	4.27%	3
2022 Q4	$26.7M	Buy	69,515 +3,400	+5%	+$1.31M	4.14%	4
2022 Q3	$23.7M	Buy	66,115 +5,100	+8%	+$2.04M	4.37%	5
2022 Q2	$23.1M	Buy	61,015 +42	+0.1%	+$17.3K	4.23%	5
2022 Q1	$27.7M	Buy	60,973 +1,000	+2%	+$447K	4.76%	5
2021 Q4	$28.6M	Buy	59,973 +3,500	+6%	+$1.61M	5.12%	5
2021 Q3	$24.3M	Buy	56,473 +1,800	+3%	+$798K	4.78%	6
2021 Q2	$23.5M	Buy	54,673 +3,800	+7%	+$1.59M	4.85%	6
2021 Q1	$20.2M	Buy	50,873 +217	+0.4%	+$84K	5.03%	3
2020 Q4	$19M	Buy	+50,656	New	+$18M	5.2%	3

Other funds holding IVV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

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

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

BOF

Bank of Finland Helsinki, Finland $1.54B AUM 15.84% 1-Year Est. Return

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

Tectonic Advisors's IVV Position: Q2 2026 in Review

Tectonic Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 5.9% in Q2 2026, buying an estimated $5.83M and bringing the position to 143,909 shares worth $108M. The position accounts for 5.18% of the portfolio, ranked #3.

Tectonic Advisors first reported a position in IVV in Q4 2020 and has held it in 23 quarters since. 853 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Tectonic Advisors held 143,909 shares of iShares Core S&P 500 ETF worth $108M as of Q2 2026.
Tectonic Advisors bought 8,004 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $5.83M.
iShares Core S&P 500 ETF made up 5.18% of Tectonic Advisors's portfolio in Q2 2026, its #3 holding.
Tectonic Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 23 quarters since.
853 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Tectonic Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.