Tilson Financial Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Tilson Financial Group’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	$947K	Buy	1,265 +9	+0.7%	+$6.55K	0.26%	39
2026 Q1	$821K	Sell	1,256 -245	-16%	-$167K	0.25%	39
2025 Q4	$1.03M	Buy	1,501 +3	+0.2%	+$2.04K	0.32%	38
2025 Q3	$1M	Buy	1,498 +24	+2%	+$15.5K	0.33%	38
2025 Q2	$915K	Buy	1,474 +413	+39%	+$237K	0.35%	34
2025 Q1	$596K	Sell	1,061 -92	-8%	-$54.3K	0.24%	47
2024 Q4	$679K	Buy	1,153 +40	+4%	+$23.7K	0.28%	42
2024 Q3	$642K	Buy	+1,113	New	+$619K	0.28%	43
2024 Q2	–	Sell	-1,190	Closed	-$626K	–	47
2024 Q1	$626K	Sell	1,190 -47	-4%	-$23.5K	0.34%	40
2023 Q4	$591K	Hold	1,237	–	–	0.38%	40
2023 Q3	$531K	Buy	+1,237	New	+$553K	0.42%	42
2023 Q2	–	Sell	-1,237	Closed	-$509K	–	38
2023 Q1	$509K	Sell	1,237 -71	-5%	-$28.5K	0.42%	40
2022 Q4	$503K	Buy	+1,308	New	+$505K	0.43%	39

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

Tilson Financial Group's IVV Position: Q2 2026 in Review

Tilson Financial Group increased its iShares Core S&P 500 ETF (IVV) stake by 0.72% in Q2 2026, buying an estimated $6.55K and bringing the position to 1,265 shares worth $947K. The position accounts for 0.26% of the portfolio, ranked #39.

Tilson Financial Group first reported a position in IVV in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.03M in Q4 2025. 4,085 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Tilson Financial Group held 1,265 shares of iShares Core S&P 500 ETF worth $947K as of Q2 2026.
Tilson Financial Group bought 9 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $6.55K.
iShares Core S&P 500 ETF made up 0.26% of Tilson Financial Group's portfolio in Q2 2026, its #39 holding.
Tilson Financial Group first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 13 quarters since.
Tilson Financial Group's iShares Core S&P 500 ETF position peaked at $1.03M in Q4 2025.
4,085 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Tilson Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.