TF
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Tenon Financial’s iShares Core S&P 500 ETF IVV Stock Holding History

Tenon Financial’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 		$1.09M Buy
1,457
+132
+10% +$96.1K 0.35% 22
2026
Q1 		$866K Sell
1,325
-316
-19% -$216K 0.34% 22
2025
Q4 		$1.12M Buy
1,641
+395
+32% +$268K 0.47% 17
2025
Q3 		$834K Sell
1,246
-6
-0.5% -$3.86K 0.43% 20
2025
Q2 		$777K Buy
1,252
+7
+0.6% +$4.02K 0.34% 20
2025
Q1 		$700K Buy
1,245
+2
+0.2% +$1.18K 0.43% 20
2024
Q4 		$730K Buy
1,243
+3
+0.2% +$1.78K 0.47% 21
2024
Q3 		$715K Buy
1,240
+2
+0.2% +$1.11K 0.47% 20
2024
Q2 		$677K Buy
1,238
+1
+0.1% +$526 0.53% 19
2024
Q1 		$650K Buy
+1,237
New +$619K 0.55% 18

Other funds holding IVV

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
Envestnet Portfolio Solutions
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
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Tenon Financial's IVV Position: Q2 2026 in Review

Tenon Financial increased its iShares Core S&P 500 ETF (IVV) stake by 10% in Q2 2026, buying an estimated $96.1K and bringing the position to 1,457 shares worth $1.09M. The position accounts for 0.35% of the portfolio, ranked #22.

Tenon Financial first reported a position in IVV in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.12M in Q4 2025. 2,171 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Tenon Financial held 1,457 shares of iShares Core S&P 500 ETF worth $1.09M as of Q2 2026.
  • Tenon Financial bought 132 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $96.1K.
  • iShares Core S&P 500 ETF made up 0.35% of Tenon Financial's portfolio in Q2 2026, its #22 holding.
  • Tenon Financial first reported a position in iShares Core S&P 500 ETF in Q1 2024 and has held it in 10 quarters since.
  • Tenon Financial's iShares Core S&P 500 ETF position peaked at $1.12M in Q4 2025.
  • 2,171 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Tenon Financial's 13F filing for Q2 2026, filed 24 Jul 2026.