TPG Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

TPG 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 Q3	$650K	Buy	849 +23	+3%	+$17.6K	0.35%	53
2026 Q2	$619K	Buy	826 +10	+1%	+$7.28K	0.34%	56
2026 Q1	$533K	Sell	816 -3	-0.4%	-$2.05K	0.33%	55
2025 Q4	$561K	Sell	819 -365	-31%	-$248K	0.35%	46
2025 Q3	$792K	Buy	1,184 +78	+7%	+$50.2K	0.52%	42
2025 Q2	$687K	Buy	1,106 +24	+2%	+$13.8K	0.5%	40
2025 Q1	$608K	Sell	1,082 -39	-3%	-$23K	0.48%	39
2024 Q4	$660K	Buy	1,121 +24	+2%	+$14.2K	0.52%	38
2024 Q3	$633K	Buy	1,097 +5	+0.5%	+$2.78K	0.49%	37
2024 Q2	$597K	Buy	+1,092	New	+$574K	0.51%	38

Other funds holding IVV

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Alaska Permanent Fund Juneau, Alaska $1.28B AUM 16.36% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

TPG Advisors's IVV Position: Q3 2026 in Review

TPG Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 2.8% in Q3 2026, buying an estimated $17.6K and bringing the position to 849 shares worth $650K. The position accounts for 0.35% of the portfolio, ranked #53.

TPG Advisors first reported a position in IVV in Q2 2024 and has held it in 10 quarters since. The position peaked at $792K in Q3 2025. 1,156 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

TPG Advisors held 849 shares of iShares Core S&P 500 ETF worth $650K as of Q3 2026.
TPG Advisors bought 23 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $17.6K.
iShares Core S&P 500 ETF made up 0.35% of TPG Advisors's portfolio in Q3 2026, its #53 holding.
TPG Advisors first reported a position in iShares Core S&P 500 ETF in Q2 2024 and has held it in 10 quarters since.
TPG Advisors's iShares Core S&P 500 ETF position peaked at $792K in Q3 2025.
1,156 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on TPG Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.