TWP
IVV icon

TFO Wealth Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

TFO Wealth Partners’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 		$4.67M Buy
7,148
+1
+0% +$683 0.64% 18
2025
Q4 		$4.9M Buy
7,147
+311
+5% +$211K 0.73% 14
2025
Q3 		$4.58M Buy
6,836
+14
+0.2% +$9.02K 0.75% 13
2025
Q2 		$4.24M Sell
6,822
-28
-0.4% -$16.1K 0.75% 12
2025
Q1 		$3.85M Buy
+6,850
New +$4.04M 0.76% 13
2024
Q4 		– Sell
-5,023
Closed -$2.9M – 18
2024
Q3 		$2.9M Sell
5,023
-356
-7% -$198K 0.53% 17
2024
Q2 		$2.94M Sell
5,379
-50
-0.9% -$26.3K 0.58% 15
2024
Q1 		$2.85M Sell
5,429
-11
-0.2% -$5.5K 0.55% 15
2023
Q4 		$2.6M Buy
5,440
+53
+1% +$23.7K 0.53% 16
2023
Q3 		$2.4M Hold
5,387
– – 0.5% 16
2023
Q2 		$2.4M Hold
5,387
– – 0.51% 16
2023
Q1 		$2.21M Buy
5,387
+5,359
+19,139% +$2.15M 0.49% 16
2022
Q4 		$2.98K Sell
28
-23,197
-100% -$8.95M ﹤0.01% 214
2022
Q3 		$8.33M Sell
23,225
-303
-1% -$121K 2.08% 7
2022
Q2 		$8.92M Sell
23,528
-1,415
-6% -$582K 2.01% 8
2022
Q1 		$11.3M Sell
24,943
-62
-0.2% -$27.7K 2.24% 5
2021
Q4 		$11.7M Buy
25,005
+1,631
+7% +$752K 2.24% 5
2021
Q3 		$10.1M Hold
23,374
– – 1.99% 7
2021
Q2 		$10M Sell
23,374
-12
-0.1% -$5.03K 1.99% 7
2021
Q1 		$9.3M Buy
23,386
+220
+0.9% +$85.2K 2.79% 5
2020
Q4 		$8.7M Buy
23,166
+459
+2% +$163K 2.77% 5
2020
Q3 		$7.63M Buy
22,707
+2
+0% +$666 2.94% 3
2020
Q2 		$7.03M Sell
22,705
-1,118
-5% -$328K 2.77% 4
2020
Q1 		$6.16M Buy
23,823
+160
+0.7% +$49K 2.65% 4
2019
Q4 		$7.65M Buy
+23,663
New +$7.32M 7.04% 4

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

TFO Wealth Partners's IVV Position: Q1 2026 in Review

TFO Wealth Partners increased its iShares Core S&P 500 ETF (IVV) stake by 0.01% in Q1 2026, buying an estimated $683 and bringing the position to 7,148 shares worth $4.67M. The position accounts for 0.64% of the portfolio, ranked #18.

TFO Wealth Partners first reported a position in IVV in Q4 2019 and has held it in 25 quarters since. The position peaked at $11.7M in Q4 2021. 3,975 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • TFO Wealth Partners held 7,148 shares of iShares Core S&P 500 ETF worth $4.67M as of Q1 2026.
  • TFO Wealth Partners bought 1 iShares Core S&P 500 ETF share in Q1 2026, an estimated $683.
  • iShares Core S&P 500 ETF made up 0.64% of TFO Wealth Partners's portfolio in Q1 2026, its #18 holding.
  • TFO Wealth Partners first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 25 quarters since.
  • TFO Wealth Partners's iShares Core S&P 500 ETF position peaked at $11.7M in Q4 2021.
  • 3,975 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on TFO Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.