Tenret Company’s iShares Core S&P 500 ETF IVV Stock Holding History

Tenret Company’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	$896K	Hold	1,371	–	–	0.43%	25
2025 Q4	$939K	Hold	1,371	–	–	0.48%	25
2025 Q3	$918K	Hold	1,371	–	–	0.47%	24
2025 Q2	$851K	Hold	1,371	–	–	0.46%	24
2025 Q1	$770K	Hold	1,371	–	–	0.47%	20
2024 Q4	$807K	Buy	1,371 +64	+5%	+$37.9K	0.51%	19
2024 Q3	$754K	Hold	1,307	–	–	0.47%	19
2024 Q2	$715K	Hold	1,307	–	–	0.5%	19
2024 Q1	$687K	Hold	1,307	–	–	0.48%	19
2023 Q4	$624K	Buy	+1,307	New	+$585K	0.49%	19
2023 Q2	$583K	Hold	1,307	–	–	0.49%	19
2023 Q1	$537K	Hold	1,307	–	–	0.48%	19
2022 Q4	$502K	Hold	1,307	–	–	0.49%	19
2022 Q3	$469K	Hold	1,307	–	–	0.52%	22
2022 Q2	$496K	Sell	1,307 -75	-5%	-$30.9K	0.52%	21
2022 Q1	$627K	Buy	1,382 +75	+6%	+$33.5K	0.57%	20
2021 Q4	$623K	Hold	1,307	–	–	0.56%	18
2021 Q3	$563K	Hold	1,307	–	–	0.53%	18
2021 Q2	$562K	Buy	+1,307	New	+$548K	0.52%	18

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

Tenret Company's IVV Position: Q1 2026 in Review

Tenret Company held its iShares Core S&P 500 ETF (IVV) position steady in Q1 2026 at 1,371 shares worth $896K. The position accounts for 0.43% of the portfolio, ranked #25.

Tenret Company first reported a position in IVV in Q2 2021 and has held it in 19 quarters since. The position peaked at $939K in Q4 2025. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Tenret Company held 1,371 shares of iShares Core S&P 500 ETF worth $896K as of Q1 2026.
Tenret Company left its iShares Core S&P 500 ETF share count unchanged in Q1 2026.
iShares Core S&P 500 ETF made up 0.43% of Tenret Company's portfolio in Q1 2026, its #25 holding.
Tenret Company first reported a position in iShares Core S&P 500 ETF in Q2 2021 and has held it in 19 quarters since.
Tenret Company's iShares Core S&P 500 ETF position peaked at $939K in Q4 2025.
3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Tenret Company's 13F filing for Q1 2026, filed 27 May 2026.