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Tiemann Investment Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Tiemann Investment Advisors’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 		$1.54M Buy
2,361
+22
+0.9% +$15K 0.6% 35
2025
Q4 		$1.6M Buy
2,339
+63
+3% +$42.8K 0.62% 35
2025
Q3 		$1.52M Buy
2,276
+92
+4% +$59.3K 0.58% 39
2025
Q2 		$1.36M Buy
2,184
+30
+1% +$17.2K 0.56% 39
2025
Q1 		$1.21M Sell
2,154
-42
-2% -$24.8K 0.55% 39
2024
Q4 		$1.29M Buy
2,196
+134
+6% +$79.3K 0.57% 40
2024
Q3 		$1.19M Buy
2,062
+236
+13% +$131K 0.51% 44
2024
Q2 		$999K Sell
1,826
-38
-2% -$20K 0.44% 51
2024
Q1 		$980K Buy
1,864
+83
+5% +$41.5K 0.44% 50
2023
Q4 		$851K Buy
1,781
+34
+2% +$15.2K 0.41% 55
2023
Q3 		$750K Sell
1,747
-114
-6% -$51K 0.4% 58
2023
Q2 		$829K Sell
1,861
-10
-0.5% -$4.21K 0.42% 55
2023
Q1 		$769K Sell
1,871
-10
-0.5% -$4.01K 0.42% 56
2022
Q4 		$723K Sell
1,881
-45
-2% -$17.4K 0.42% 60
2022
Q3 		$691K Buy
1,926
+28
+1% +$11.2K 0.45% 53
2022
Q2 		$720K Sell
1,898
-103
-5% -$42.4K 0.38% 66
2022
Q1 		$908K Sell
2,001
-26
-1% -$11.6K 0.42% 61
2021
Q4 		$967K Sell
2,027
-15
-0.7% -$6.91K 0.41% 61
2021
Q3 		$880K Sell
2,042
-1
-0% -$443 0.42% 61
2021
Q2 		$878K Buy
2,043
+201
+11% +$84.2K 0.41% 63
2021
Q1 		$733K Sell
1,842
-32
-2% -$12.4K 0.37% 70
2020
Q4 		$703K Sell
1,874
-671
-26% -$239K 0.37% 68
2020
Q3 		$855K Buy
2,545
+3
+0.1% +$998 0.53% 50
2020
Q2 		$787K Buy
2,542
+72
+3% +$21.1K 0.54% 52
2020
Q1 		$638K Buy
2,470
+259
+12% +$79.4K 0.55% 51
2019
Q4 		$715K Buy
2,211
+709
+47% +$219K 0.49% 53
2019
Q3 		$448K Sell
1,502
-18
-1% -$5.35K 0.33% 85
2019
Q2 		$448K Sell
1,520
-112
-7% -$32.5K 0.33% 86
2019
Q1 		$464K Buy
1,632
+3
+0.2% +$820 0.35% 76
2018
Q4 		$410K Buy
1,629
+45
+3% +$12.2K 0.37% 75
2018
Q3 		$464K Sell
1,584
-59
-4% -$16.9K 0.35% 77
2018
Q2 		$449K Sell
1,643
-68
-4% -$18.5K 0.36% 81
2018
Q1 		$454K Buy
1,711
+36
+2% +$9.9K 0.37% 79
2017
Q4 		$450K Buy
1,675
+152
+10% +$39.8K 0.36% 82
2017
Q3 		$385K Sell
1,523
-75
-5% -$18.6K 0.33% 94
2017
Q2 		$389K Buy
1,598
+1
+0.1% +$241 0.35% 85
2017
Q1 		$379K Sell
1,597
-652
-29% -$153K 0.35% 82
2016
Q4 		$506K Sell
2,249
-30
-1% -$6.59K 0.49% 64
2016
Q3 		$496K Sell
2,279
-88
-4% -$19.1K 0.45% 72
2016
Q2 		$498K Buy
2,367
+263
+13% +$54.9K 0.47% 69
2016
Q1 		$435K Buy
2,104
+532
+34% +$104K 0.43% 72
2015
Q4 		$322K Buy
1,572
+185
+13% +$38.2K 0.33% 98
2015
Q3 		$267K Buy
+1,387
New +$283K 0.29% 119

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

Tiemann Investment Advisors's IVV Position: Q1 2026 in Review

Tiemann Investment Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 0.94% in Q1 2026, buying an estimated $15K and bringing the position to 2,361 shares worth $1.54M. The position accounts for 0.6% of the portfolio, ranked #35.

Tiemann Investment Advisors first reported a position in IVV in Q3 2015 and has held it in 43 quarters since. The position peaked at $1.6M in Q4 2025. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Tiemann Investment Advisors held 2,361 shares of iShares Core S&P 500 ETF worth $1.54M as of Q1 2026.
  • Tiemann Investment Advisors bought 22 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $15K.
  • iShares Core S&P 500 ETF made up 0.6% of Tiemann Investment Advisors's portfolio in Q1 2026, its #35 holding.
  • Tiemann Investment Advisors first reported a position in iShares Core S&P 500 ETF in Q3 2015 and has held it in 43 quarters since.
  • Tiemann Investment Advisors's iShares Core S&P 500 ETF position peaked at $1.6M in Q4 2025.
  • 3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Tiemann Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.