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 Q3	$1M	Buy	+1,307	New	+$997K	0.44%	25
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 $6.79T AUM 37.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Marshall Wace London, United Kingdom $114B AUM 35.47% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Tenret Company's IVV Position: Q3 2026 in Review

Tenret Company opened a new position in iShares Core S&P 500 ETF (IVV) in Q3 2026: 1,307 shares worth $1M. The stake represents 0.44% of the portfolio and ranks #25 among its holdings. This is a return to the name: Tenret Company previously reported a position in IVV as recently as Q1 2026.

Tenret Company first reported a position in IVV in Q2 2021 and has held it in 20 quarters since. 3,755 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Tenret Company held 1,307 shares of iShares Core S&P 500 ETF worth $1M as of Q3 2026.
iShares Core S&P 500 ETF was a new Tenret Company position in Q3 2026.
iShares Core S&P 500 ETF made up 0.44% of Tenret Company's portfolio in Q3 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 20 quarters since.
3,755 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Tenret Company's 13F filing for Q3 2026, filed 2 Nov 2026.