Three Cord True Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
Three Cord True Wealth Management's IVV Position: Q1 2026 in Review
Three Cord True Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 5% in Q1 2026, buying an estimated $15K and bringing the position to 461 shares worth $301K. The position accounts for 0.17% of the portfolio, ranked #28.
Three Cord True Wealth Management first reported a position in IVV in Q4 2024 and has held it in 6 quarters since. The position peaked at $331K in Q2 2025. 3,976 funds tracked by Wall St. Rank hold IVV as of Q1 2026.
- Three Cord True Wealth Management held 461 shares of iShares Core S&P 500 ETF worth $301K as of Q1 2026.
- Three Cord True Wealth Management bought 22 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $15K.
- iShares Core S&P 500 ETF made up 0.17% of Three Cord True Wealth Management's portfolio in Q1 2026, its #28 holding.
- Three Cord True Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 6 quarters since.
- Three Cord True Wealth Management's iShares Core S&P 500 ETF position peaked at $331K in Q2 2025.
- 3,976 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.
Based on Three Cord True Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.