ticino wealth’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$11.6M Sell
15,468
-445
-3% -$324K 3.65% 3
2026
Q1
$11.4M Sell
15,913
-580
-4% -$396K 3.98% 3
2025
Q4
$11.3M Buy
+16,493
New +$11.2M 4.19% 2

Other funds holding IVV

ticino wealth's IVV Position: Q2 2026 in Review

ticino wealth reduced its iShares Core S&P 500 ETF (IVV) stake by 2.8% in Q2 2026, selling an estimated $324K and leaving 15,468 shares worth $11.6M. The position accounts for 3.65% of the portfolio, ranked #3.

ticino wealth first reported a position in IVV in Q4 2025 and has held it in 3 quarters since. 4,076 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • ticino wealth held 15,468 shares of iShares Core S&P 500 ETF worth $11.6M as of Q2 2026.
  • ticino wealth sold 445 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $324K.
  • iShares Core S&P 500 ETF made up 3.65% of ticino wealth's portfolio in Q2 2026, its #3 holding.
  • ticino wealth first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
  • 4,076 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on ticino wealth's 13F filing for Q2 2026, filed 20 Jul 2026.