Tevis Investment Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Tevis Investment Management’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	$324K	Buy	496 +160	+48%	+$109K	0.18%	79
2025 Q4	$225K	Hold	336	–	–	0.14%	103
2025 Q3	$225K	Sell	336 -49	-13%	-$31.6K	0.14%	103
2025 Q2	$239K	Sell	385 -234	-38%	-$134K	0.15%	98
2025 Q1	$364K	Hold	619	–	–	0.27%	81
2024 Q4	$364K	Buy	+619	New	+$366K	0.27%	81
2024 Q2	–	Sell	-473	Closed	-$249K	–	92
2024 Q1	$249K	Sell	473 -36	-7%	-$18K	0.21%	85
2023 Q4	$243K	Sell	509 -198	-28%	-$88.6K	0.22%	84
2023 Q3	$304K	Sell	707 -141	-17%	-$63.1K	0.31%	71
2023 Q2	$378K	Sell	848 -416	-33%	-$175K	0.37%	64
2023 Q1	$520K	Buy	1,264 +491	+64%	+$197K	0.53%	59
2022 Q4	$297K	Sell	773 -164	-18%	-$63.3K	0.32%	77
2022 Q3	$336K	Buy	937 +521	+125%	+$208K	0.33%	72
2022 Q2	$157K	Buy	416 +9	+2%	+$3.7K	0.15%	99
2022 Q1	$184K	Sell	407 -122	-23%	-$54.6K	0.17%	97
2021 Q4	$253K	Buy	+529	New	+$244K	0.22%	93

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

Tevis Investment Management's IVV Position: Q1 2026 in Review

Tevis Investment Management increased its iShares Core S&P 500 ETF (IVV) stake by 48% in Q1 2026, buying an estimated $109K and bringing the position to 496 shares worth $324K. The position accounts for 0.18% of the portfolio, ranked #79.

Tevis Investment Management first reported a position in IVV in Q4 2021 and has held it in 16 quarters since. The position peaked at $520K in Q1 2023. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Tevis Investment Management held 496 shares of iShares Core S&P 500 ETF worth $324K as of Q1 2026.
Tevis Investment Management bought 160 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $109K.
iShares Core S&P 500 ETF made up 0.18% of Tevis Investment Management's portfolio in Q1 2026, its #79 holding.
Tevis Investment Management first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 16 quarters since.
Tevis Investment Management's iShares Core S&P 500 ETF position peaked at $520K in Q1 2023.
3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Tevis Investment Management's 13F filing for Q1 2026, filed 4 May 2026.