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 Q3	$1.3M	Buy	1,693 +236	+16%	+$180K	0.39%	19
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

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $9.8B AUM 2.94% 1-Year Est. Return

Nationwide Fund Advisors Columbus, Ohio $2.31B AUM 10.49% 1-Year Est. Return

Tenon Financial's IVV Position: Q3 2026 in Review

Tenon Financial increased its iShares Core S&P 500 ETF (IVV) stake by 16% in Q3 2026, buying an estimated $180K and bringing the position to 1,693 shares worth $1.3M. The position accounts for 0.39% of the portfolio, ranked #19.

Tenon Financial first reported a position in IVV in Q1 2024 and has held it in 11 quarters since. 2,066 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Tenon Financial held 1,693 shares of iShares Core S&P 500 ETF worth $1.3M as of Q3 2026.
Tenon Financial bought 236 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $180K.
iShares Core S&P 500 ETF made up 0.39% of Tenon Financial's portfolio in Q3 2026, its #19 holding.
Tenon Financial first reported a position in iShares Core S&P 500 ETF in Q1 2024 and has held it in 11 quarters since.
2,066 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Tenon Financial's 13F filing for Q3 2026, filed 14 Oct 2026.