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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

TPG Advisors's IVV Position: Q1 2026 in Review

TPG Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 0.37% in Q1 2026, selling an estimated $2.05K and leaving 816 shares worth $533K. The position accounts for 0.33% of the portfolio, ranked #55.

TPG Advisors first reported a position in IVV in Q2 2024 and has held it in 8 quarters since. The position peaked at $792K in Q3 2025. 3,975 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

TPG Advisors held 816 shares of iShares Core S&P 500 ETF worth $533K as of Q1 2026.
TPG Advisors sold 3 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $2.05K.
iShares Core S&P 500 ETF made up 0.33% of TPG Advisors's portfolio in Q1 2026, its #55 holding.
TPG Advisors first reported a position in iShares Core S&P 500 ETF in Q2 2024 and has held it in 8 quarters since.
TPG Advisors's iShares Core S&P 500 ETF position peaked at $792K in Q3 2025.
3,975 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on TPG Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.