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

TPG Financial 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	$841K	Hold	1,123	–	–	0.25%	39
2026 Q1	$734K	Sell	1,123 -145	-11%	-$99K	0.24%	41
2025 Q4	$869K	Hold	1,268	–	–	0.29%	38
2025 Q3	$849K	Sell	1,268 -481	-28%	-$310K	0.32%	35
2025 Q2	$1.09M	Sell	1,749 -111	-6%	-$63.7K	0.43%	34
2025 Q1	$1.05M	Buy	1,860 +369	+25%	+$218K	0.46%	31
2024 Q4	$878K	Sell	1,491 -79	-5%	-$46.8K	0.38%	34
2024 Q3	$906K	Buy	1,570 +2	+0.1%	+$1.11K	0.41%	33
2024 Q2	$858K	Buy	+1,568	New	+$825K	0.41%	34
2023 Q4	$747K	Hold	1,568	–	–	0.38%	33
2023 Q3	$673K	Sell	1,568 -401	-20%	-$179K	0.35%	32
2023 Q2	$878K	Hold	1,969	–	–	0.46%	32
2023 Q1	$809K	Hold	1,969	–	–	0.44%	29
2022 Q4	$757K	Buy	1,969 +421	+27%	+$162K	0.46%	29
2022 Q3	$555K	Hold	1,548	–	–	0.34%	30
2022 Q2	$587K	Hold	1,548	–	–	0.39%	24
2022 Q1	$702K	Hold	1,548	–	–	0.42%	24
2021 Q4	$738K	Hold	1,548	–	–	0.45%	21
2021 Q3	$667K	Hold	1,548	–	–	0.44%	22
2021 Q2	$666K	Hold	1,548	–	–	0.47%	23
2021 Q1	$616K	Hold	1,548	–	–	0.43%	24
2020 Q4	$581K	Hold	1,548	–	–	0.43%	25
2020 Q3	$520K	Hold	1,548	–	–	0.44%	24
2020 Q2	$479K	Sell	1,548 -100	-6%	-$29.4K	0.43%	25
2020 Q1	$426K	Sell	1,648 -415	-20%	-$127K	0.42%	30
2019 Q4	$667K	Buy	2,063 +515	+33%	+$159K	0.55%	27
2019 Q3	$462K	Hold	1,548	–	–	0.42%	31
2019 Q2	$465K	Buy	+1,548	New	+$449K	0.43%	28

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

TPG Financial Advisors's IVV Position: Q2 2026 in Review

TPG Financial Advisors held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 1,123 shares worth $841K. The position accounts for 0.25% of the portfolio, ranked #39.

TPG Financial Advisors first reported a position in IVV in Q2 2019 and has held it in 28 quarters since. The position peaked at $1.09M in Q2 2025. 4,085 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

TPG Financial Advisors held 1,123 shares of iShares Core S&P 500 ETF worth $841K as of Q2 2026.
TPG Financial Advisors left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up 0.25% of TPG Financial Advisors's portfolio in Q2 2026, its #39 holding.
TPG Financial Advisors first reported a position in iShares Core S&P 500 ETF in Q2 2019 and has held it in 28 quarters since.
TPG Financial Advisors's iShares Core S&P 500 ETF position peaked at $1.09M in Q2 2025.
4,085 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on TPG Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.