TLWM Financial
IVV icon

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

TLWM Financial’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 		$504K Buy
658
+26
+4% +$19.8K 0.08% 62
2026
Q2 		$473K Buy
+632
New +$460K 0.08% 61

Other funds holding IVV

Creative Planning
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Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
First Command Advisory Services
First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

TLWM Financial's IVV Position: Q3 2026 in Review

TLWM Financial increased its iShares Core S&P 500 ETF (IVV) stake by 4.1% in Q3 2026, buying an estimated $19.8K and bringing the position to 658 shares worth $504K. The position accounts for 0.08% of the portfolio, ranked #62.

TLWM Financial first reported a position in IVV in Q2 2026 and has held it in 2 quarters since. 2,779 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • TLWM Financial held 658 shares of iShares Core S&P 500 ETF worth $504K as of Q3 2026.
  • TLWM Financial bought 26 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $19.8K.
  • iShares Core S&P 500 ETF made up 0.08% of TLWM Financial's portfolio in Q3 2026, its #62 holding.
  • TLWM Financial first reported a position in iShares Core S&P 500 ETF in Q2 2026 and has held it in 2 quarters since.
  • 2,779 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on TLWM Financial's 13F filing for Q3 2026, filed 9 Oct 2026.