Tennessee Valley Asset Management Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

Tennessee Valley Asset Management Partners’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	$3.77M	Buy	5,771 +2,167	+60%	+$1.48M	0.5%	35
2025 Q4	$2.47M	Buy	3,604 +209	+6%	+$142K	0.32%	50
2025 Q3	$2.27M	Buy	+3,395	New	+$2.19M	0.31%	52
2025 Q2	–	Sell	-1,340	Closed	-$753K	–	121
2025 Q1	$753K	Buy	1,340 +136	+11%	+$80.3K	0.12%	79
2024 Q4	$709K	Sell	1,204 -347	-22%	-$205K	0.12%	78
2024 Q3	$895K	Sell	1,551 -57	-4%	-$31.7K	0.15%	69
2024 Q2	$880K	Buy	1,608 +3	+0.2%	+$1.58K	0.17%	66
2024 Q1	$844K	Sell	1,605 -2,625	-62%	-$1.31M	0.2%	52
2023 Q4	$2.02M	Buy	4,230 +2,005	+90%	+$897K	0.28%	50
2023 Q3	$955K	Sell	2,225 -14	-0.6%	-$6.26K	0.31%	43
2023 Q2	$998K	Sell	2,239 -323	-13%	-$136K	0.32%	43
2023 Q1	$1.05M	Sell	2,562 -13	-0.5%	-$5.21K	0.34%	38
2022 Q4	$989K	Sell	2,575 -26,329	-91%	-$10.2M	0.34%	38
2022 Q3	$10.4M	Sell	28,904 -11,585	-29%	-$4.63M	4.07%	8
2022 Q2	$15.4M	Sell	40,489 -131	-0.3%	-$53.9K	5.9%	7
2022 Q1	$18.4M	Buy	40,620 +58	+0.1%	+$25.9K	6.24%	7
2021 Q4	$19.3M	Buy	40,562 +848	+2%	+$391K	6.46%	6
2021 Q3	$17.1M	Buy	39,714 +316	+0.8%	+$140K	6.5%	7
2021 Q2	$17K	Sell	39,398 -41,222	-51%	-$17.3M	8.06%	6
2021 Q1	$32.1M	Sell	80,620 -2,247	-3%	-$870K	8.12%	4
2020 Q4	$31.1M	Buy	82,867 +42,663	+106%	+$15.2M	7.51%	4
2020 Q3	$13.5M	Buy	40,204 +1,292	+3%	+$430K	7.95%	4
2020 Q2	$12.1M	Sell	38,912 -109	-0.3%	-$32K	7.85%	4
2020 Q1	$10.1M	Buy	39,021 +19,545	+100%	+$5.99M	7.57%	4
2019 Q4	$6.29M	Buy	19,476 +899	+5%	+$278K	3.98%	8
2019 Q3	$5.55M	Buy	18,577 +1,146	+7%	+$341K	4.04%	8
2019 Q2	$5.14M	Buy	17,431 +2,862	+20%	+$829K	3.89%	10
2019 Q1	$4.15M	Buy	14,569 +827	+6%	+$226K	3.58%	10
2018 Q4	$3.46M	Buy	+13,742	New	+$3.73M	3.95%	8

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

Tennessee Valley Asset Management Partners's IVV Position: Q1 2026 in Review

Tennessee Valley Asset Management Partners increased its iShares Core S&P 500 ETF (IVV) stake by 60% in Q1 2026, buying an estimated $1.48M and bringing the position to 5,771 shares worth $3.77M. The position accounts for 0.5% of the portfolio, ranked #35.

Tennessee Valley Asset Management Partners first reported a position in IVV in Q4 2018 and has held it in 29 quarters since. The position peaked at $32.1M in Q1 2021. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Tennessee Valley Asset Management Partners held 5,771 shares of iShares Core S&P 500 ETF worth $3.77M as of Q1 2026.
Tennessee Valley Asset Management Partners bought 2,167 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $1.48M.
iShares Core S&P 500 ETF made up 0.5% of Tennessee Valley Asset Management Partners's portfolio in Q1 2026, its #35 holding.
Tennessee Valley Asset Management Partners first reported a position in iShares Core S&P 500 ETF in Q4 2018 and has held it in 29 quarters since.
Tennessee Valley Asset Management Partners's iShares Core S&P 500 ETF position peaked at $32.1M in Q1 2021.
3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Tennessee Valley Asset Management Partners's 13F filing for Q1 2026, filed 27 Apr 2026.