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Torrey Growth & Income Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Torrey Growth & Income Advisors’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 		$969K Sell
1,292
-38
-3% -$27.7K 0.33% 50
2026
Q1 		$858K Hold
1,330
– – 0.36% 46
2025
Q4 		$911K Hold
1,330
– – 0.32% 46
2025
Q3 		$890K Buy
+1,330
New +$857K 0.26% 52

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Torrey Growth & Income Advisors's IVV Position: Q2 2026 in Review

Torrey Growth & Income Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 2.9% in Q2 2026, selling an estimated $27.7K and leaving 1,292 shares worth $969K. The position accounts for 0.33% of the portfolio, ranked #50.

Torrey Growth & Income Advisors first reported a position in IVV in Q3 2025 and has held it in 4 quarters since. 4,093 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Torrey Growth & Income Advisors held 1,292 shares of iShares Core S&P 500 ETF worth $969K as of Q2 2026.
  • Torrey Growth & Income Advisors sold 38 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $27.7K.
  • iShares Core S&P 500 ETF made up 0.33% of Torrey Growth & Income Advisors's portfolio in Q2 2026, its #50 holding.
  • Torrey Growth & Income Advisors first reported a position in iShares Core S&P 500 ETF in Q3 2025 and has held it in 4 quarters since.
  • 4,093 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Torrey Growth & Income Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.