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Torrey-Payne Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Torrey-Payne Wealth Management’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 		$5.21M Buy
6,953
+684
+11% +$498K 4.28% 10
2026
Q1 		$4.09M Buy
6,269
+355
+6% +$242K 3.76% 10
2025
Q4 		$4.12M Buy
+5,914
New +$4.02M 3.69% 10

Other funds holding IVV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Torrey-Payne Wealth Management's IVV Position: Q2 2026 in Review

Torrey-Payne Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 11% in Q2 2026, buying an estimated $498K and bringing the position to 6,953 shares worth $5.21M. The position accounts for 4.28% of the portfolio, ranked #10.

Torrey-Payne Wealth Management first reported a position in IVV in Q4 2025 and has held it in 3 quarters since. 2,283 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Torrey-Payne Wealth Management held 6,953 shares of iShares Core S&P 500 ETF worth $5.21M as of Q2 2026.
  • Torrey-Payne Wealth Management bought 684 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $498K.
  • iShares Core S&P 500 ETF made up 4.28% of Torrey-Payne Wealth Management's portfolio in Q2 2026, its #10 holding.
  • Torrey-Payne Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,283 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Torrey-Payne Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.