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Tillman Hartley LLC’s iShares Core S&P 500 ETF IVV Stock Holding History

Tillman Hartley LLC’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
2025
Q3 		– Sell
-1,459
Closed -$906K – 94
2025
Q2 		$906K Buy
+1,459
New +$838K 0.26% 50

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Tillman Hartley LLC's IVV Position: Q3 2025 in Review

Tillman Hartley LLC sold out of iShares Core S&P 500 ETF (IVV) in Q3 2025, closing a stake of 1,459 shares — an estimated $906K sold.

Tillman Hartley LLC first reported a position in IVV in Q2 2025 and held it in 1 quarter. The position peaked at $906K in Q2 2025. 3,674 funds tracked by Wall St. Rank hold IVV as of Q3 2025.

  • Tillman Hartley LLC reported no remaining iShares Core S&P 500 ETF position as of Q3 2025 after selling out during the quarter.
  • Tillman Hartley LLC sold 1,459 iShares Core S&P 500 ETF shares in Q3 2025, an estimated $906K.
  • Tillman Hartley LLC first reported a position in iShares Core S&P 500 ETF in Q2 2025 and held it in 1 quarter.
  • Tillman Hartley LLC's iShares Core S&P 500 ETF position peaked at $906K in Q2 2025.
  • 3,674 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2025.

Based on Tillman Hartley LLC's 13F filing for Q3 2025, filed 12 Nov 2025.