Tiller Private Wealth’s iShares Core S&P 500 ETF IVV Stock Holding History

Tiller Private Wealth’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	$315K	Hold	420	–	–	0.1%	48
2026 Q1	$274K	Buy	420 +90	+27%	+$61.5K	0.1%	52
2025 Q4	$226K	Sell	330 -6	-2%	-$4.07K	0.08%	59
2025 Q3	$225K	Buy	+336	New	+$216K	0.08%	60
2023 Q1	–	Sell	-915	Closed	-$352K	–	49
2022 Q4	$352K	Sell	915 -205	-18%	-$79.1K	0.21%	32
2022 Q3	$402K	Buy	1,120 +205	+22%	+$81.9K	0.26%	30
2022 Q2	$347K	Buy	915 +5	+0.5%	+$2.06K	0.21%	40
2022 Q1	$413K	Buy	910 +40	+5%	+$17.9K	0.24%	32
2021 Q4	$415K	Buy	870 +275	+46%	+$127K	0.26%	32
2021 Q3	$256K	Buy	+595	New	+$264K	0.19%	40

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Tiller Private Wealth's IVV Position: Q2 2026 in Review

Tiller Private Wealth held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 420 shares worth $315K. The position accounts for 0.1% of the portfolio, ranked #48.

Tiller Private Wealth first reported a position in IVV in Q3 2021 and has held it in 10 quarters since. The position peaked at $415K in Q4 2021. 4,094 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Tiller Private Wealth held 420 shares of iShares Core S&P 500 ETF worth $315K as of Q2 2026.
Tiller Private Wealth left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up 0.1% of Tiller Private Wealth's portfolio in Q2 2026, its #48 holding.
Tiller Private Wealth first reported a position in iShares Core S&P 500 ETF in Q3 2021 and has held it in 10 quarters since.
Tiller Private Wealth's iShares Core S&P 500 ETF position peaked at $415K in Q4 2021.
4,094 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Tiller Private Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.