TF
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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
Q2 		$473K Buy
+632
New +$460K 0.08% 61

Other funds holding IVV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
BOF
Bank of Finland Helsinki, Finland $1.54B AUM 15.84% 1-Year Est. Return
FTWA
Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

TLWM Financial's IVV Position: Q2 2026 in Review

TLWM Financial opened a new position in iShares Core S&P 500 ETF (IVV) in Q2 2026: 632 shares worth $473K. The stake represents 0.08% of the portfolio and ranks #61 among its holdings.

853 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • TLWM Financial held 632 shares of iShares Core S&P 500 ETF worth $473K as of Q2 2026.
  • iShares Core S&P 500 ETF was a new TLWM Financial position in Q2 2026.
  • iShares Core S&P 500 ETF made up 0.08% of TLWM Financial's portfolio in Q2 2026, its #61 holding.
  • 853 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on TLWM Financial's 13F filing for Q2 2026, filed 7 Jul 2026.