Tempus Wealth Planning’s iShares Core S&P 500 ETF IVV Stock Holding History

Tempus Wealth Planning’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	$7.41M	Buy	9,897 +1,215	+14%	+$885K	1.45%	14
2026 Q1	$5.67M	Sell	8,682 -64	-0.7%	-$43.7K	1.3%	16
2025 Q4	$5.99M	Sell	8,746 -149	-2%	-$101K	1.37%	15
2025 Q3	$5.95M	Buy	8,895 +256	+3%	+$165K	1.37%	16
2025 Q2	$5.36M	Sell	8,639 -48	-0.6%	-$27.6K	1.34%	15
2025 Q1	$4.88M	Sell	8,687 -1,129	-12%	-$667K	1.46%	13
2024 Q4	$5.78M	Sell	9,816 -1,301	-12%	-$770K	1.77%	11
2024 Q3	$6.41M	Sell	11,117 -592	-5%	-$329K	2.35%	6
2024 Q2	$6.41M	Sell	11,709 -1,880	-14%	-$989K	2.68%	6
2024 Q1	$7.14M	Sell	13,589 -846	-6%	-$423K	3.14%	4
2023 Q4	$6.89M	Buy	14,435 +1,225	+9%	+$548K	3.03%	5
2023 Q3	$5.67M	Buy	13,210 +6	+0%	+$2.68K	2.84%	5
2023 Q2	$5.89M	Buy	13,204 +315	+2%	+$133K	2.66%	5
2023 Q1	$5.3M	Buy	12,889 +815	+7%	+$327K	2.59%	6
2022 Q4	$4.64M	Buy	12,074 +371	+3%	+$143K	2.82%	5
2022 Q3	$4.2M	Buy	11,703 +5,496	+89%	+$2.19M	2.8%	6
2022 Q2	$2.35M	Buy	6,207 +1,424	+30%	+$586K	1.93%	9
2022 Q1	$2.17M	Sell	4,783 -2,291	-32%	-$1.02M	1.54%	13
2021 Q4	$3.37M	Hold	7,074	–	–	1.82%	10
2021 Q3	$3.05M	Sell	7,074 -59	-0.8%	-$26.1K	1.73%	10
2021 Q2	$3.07M	Buy	+7,133	New	+$2.99M	2.04%	8

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

Tempus Wealth Planning's IVV Position: Q2 2026 in Review

Tempus Wealth Planning increased its iShares Core S&P 500 ETF (IVV) stake by 14% in Q2 2026, buying an estimated $885K and bringing the position to 9,897 shares worth $7.41M. The position accounts for 1.45% of the portfolio, ranked #14.

Tempus Wealth Planning first reported a position in IVV in Q2 2021 and has held it in 21 quarters since. 4,089 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Tempus Wealth Planning held 9,897 shares of iShares Core S&P 500 ETF worth $7.41M as of Q2 2026.
Tempus Wealth Planning bought 1,215 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $885K.
iShares Core S&P 500 ETF made up 1.45% of Tempus Wealth Planning's portfolio in Q2 2026, its #14 holding.
Tempus Wealth Planning first reported a position in iShares Core S&P 500 ETF in Q2 2021 and has held it in 21 quarters since.
4,089 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Tempus Wealth Planning's 13F filing for Q2 2026, filed 22 Jul 2026.