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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
Q2 		$5.1M Sell
6,811
-337
-5% -$245K 0.55% 20
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 $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

TFO Wealth Partners's IVV Position: Q2 2026 in Review

TFO Wealth Partners reduced its iShares Core S&P 500 ETF (IVV) stake by 4.7% in Q2 2026, selling an estimated $245K and leaving 6,811 shares worth $5.1M. The position accounts for 0.55% of the portfolio, ranked #20.

TFO Wealth Partners first reported a position in IVV in Q4 2019 and has held it in 26 quarters since. The position peaked at $11.7M in Q4 2021. 4,101 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • TFO Wealth Partners held 6,811 shares of iShares Core S&P 500 ETF worth $5.1M as of Q2 2026.
  • TFO Wealth Partners sold 337 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $245K.
  • iShares Core S&P 500 ETF made up 0.55% of TFO Wealth Partners's portfolio in Q2 2026, its #20 holding.
  • TFO Wealth Partners first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 26 quarters since.
  • TFO Wealth Partners's iShares Core S&P 500 ETF position peaked at $11.7M in Q4 2021.
  • 4,101 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on TFO Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.