TMB Capital Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.92M Sell
3,900
-24
-0.6% -$17.5K 0.91% 25
2026
Q1
$2.56M Sell
3,924
-141
-3% -$96.3K 0.86% 28
2025
Q4
$2.78M Buy
+4,065
New +$2.76M 0.95% 26

Other funds holding IVV

TMB Capital Partners's IVV Position: Q2 2026 in Review

TMB Capital Partners reduced its iShares Core S&P 500 ETF (IVV) stake by 0.61% in Q2 2026, selling an estimated $17.5K and leaving 3,900 shares worth $2.92M. The position accounts for 0.91% of the portfolio, ranked #25.

TMB Capital Partners first reported a position in IVV in Q4 2025 and has held it in 3 quarters since. 4,089 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • TMB Capital Partners held 3,900 shares of iShares Core S&P 500 ETF worth $2.92M as of Q2 2026.
  • TMB Capital Partners sold 24 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $17.5K.
  • iShares Core S&P 500 ETF made up 0.91% of TMB Capital Partners's portfolio in Q2 2026, its #25 holding.
  • TMB Capital Partners first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
  • 4,089 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on TMB Capital Partners's 13F filing for Q2 2026, filed 24 Jul 2026.