TWP
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Total Wealth Planning’s iShares Core S&P 500 ETF IVV Stock Holding History

Total Wealth Planning’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
2025
Q4 		– Sell
-693
Closed -$464K – 70
2025
Q3 		$464K Hold
693
– – 0.05% 83
2025
Q2 		$430K Sell
693
-395
-36% -$227K 0.05% 81
2025
Q1 		$611K Hold
1,088
– – 0.09% 57
2024
Q4 		$640K Hold
1,088
– – 0.1% 57
2024
Q3 		$628K Sell
1,088
-76
-7% -$42.3K 0.1% 56
2024
Q2 		$661K Sell
1,164
-822
-41% -$432K 0.11% 56
2024
Q1 		$1.04M Buy
1,986
+162
+9% +$81.1K 0.18% 51
2023
Q4 		$871K Buy
1,824
+330
+22% +$148K 0.16% 53
2023
Q3 		$642K Buy
+1,494
New +$668K 0.13% 57

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Total Wealth Planning's IVV Position: Q4 2025 in Review

Total Wealth Planning sold out of iShares Core S&P 500 ETF (IVV) in Q4 2025, closing a stake of 693 shares — an estimated $464K sold.

Total Wealth Planning first reported a position in IVV in Q3 2023 and held it in 9 quarters. The position peaked at $1.04M in Q1 2024. 3,999 funds tracked by Wall St. Rank hold IVV as of Q4 2025.

  • Total Wealth Planning reported no remaining iShares Core S&P 500 ETF position as of Q4 2025 after selling out during the quarter.
  • Total Wealth Planning sold 693 iShares Core S&P 500 ETF shares in Q4 2025, an estimated $464K.
  • Total Wealth Planning first reported a position in iShares Core S&P 500 ETF in Q3 2023 and held it in 9 quarters.
  • Total Wealth Planning's iShares Core S&P 500 ETF position peaked at $1.04M in Q1 2024.
  • 3,999 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2025.

Based on Total Wealth Planning's 13F filing for Q4 2025, filed 13 Feb 2026.