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IVV icon

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
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
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