Tilia Fiduciary Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

Tilia Fiduciary 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 Q3	$516K	Buy	673 +126	+23%	+$96.2K	0.24%	72
2026 Q2	$410K	Buy	+547	New	+$398K	0.19%	87
2024 Q4	–	Sell	-361	Closed	-$208K	–	107
2024 Q3	$208K	Buy	+361	New	+$201K	0.14%	101
2023 Q3	–	Sell	-168	Closed	-$75K	–	274
2023 Q2	$75K	Sell	168 -6	-3%	-$2.53K	0.07%	163
2023 Q1	$71.6K	Hold	174	–	–	0.07%	174
2022 Q4	$66.9K	Hold	174	–	–	0.06%	175
2022 Q3	$62K	Sell	174 -12	-6%	-$4.79K	0.06%	176
2022 Q2	$71K	Sell	186 -5	-3%	-$2.06K	0.07%	167
2022 Q1	$87K	Hold	191	–	–	0.07%	165
2021 Q4	$91K	Buy	+191	New	+$88K	0.07%	165

Other funds holding IVV

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.28B AUM 16.36% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

Tilia Fiduciary Partners's IVV Position: Q3 2026 in Review

Tilia Fiduciary Partners increased its iShares Core S&P 500 ETF (IVV) stake by 23% in Q3 2026, buying an estimated $96.2K and bringing the position to 673 shares worth $516K. The position accounts for 0.24% of the portfolio, ranked #72.

Tilia Fiduciary Partners first reported a position in IVV in Q4 2021 and has held it in 10 quarters since. 781 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Tilia Fiduciary Partners held 673 shares of iShares Core S&P 500 ETF worth $516K as of Q3 2026.
Tilia Fiduciary Partners bought 126 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $96.2K.
iShares Core S&P 500 ETF made up 0.24% of Tilia Fiduciary Partners's portfolio in Q3 2026, its #72 holding.
Tilia Fiduciary Partners first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 10 quarters since.
781 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2026, filed 9 Oct 2026.