TWM
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Tradition Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Tradition 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 		$2.58M Sell
3,445
-13
-0.4% -$9.47K 0.16% 130
2026
Q1 		$2.26M Buy
3,458
+115
+3% +$78.5K 0.16% 130
2025
Q4 		$2.29M Sell
3,343
-67
-2% -$45.5K 0.16% 123
2025
Q3 		$2.28M Buy
3,410
+84
+3% +$54.1K 0.17% 119
2025
Q2 		$2.06M Sell
3,326
-97
-3% -$55.7K 0.16% 121
2025
Q1 		$1.92M Buy
3,423
+266
+8% +$157K 0.17% 114
2024
Q4 		$1.86M Buy
3,157
+184
+6% +$109K 0.16% 114
2024
Q3 		$1.72M Buy
2,973
+355
+14% +$197K 0.15% 121
2024
Q2 		$1.43M Buy
2,618
+269
+11% +$141K 0.14% 129
2024
Q1 		$1.24M Buy
2,349
+575
+32% +$288K 0.13% 131
2023
Q4 		$847K Buy
1,774
+1
+0.1% +$448 0.09% 137
2023
Q3 		$761K Sell
1,773
-54
-3% -$24.2K 0.09% 137
2023
Q2 		$814K Buy
1,827
+310
+20% +$131K 0.1% 136
2023
Q1 		$624K Sell
1,517
-31
-2% -$12.4K 0.08% 143
2022
Q4 		$595K Buy
1,548
+3
+0.2% +$1.16K 0.08% 144
2022
Q3 		$554K Buy
1,545
+65
+4% +$26K 0.08% 148
2022
Q2 		$561K Buy
1,480
+173
+13% +$71.2K 0.08% 152
2022
Q1 		$593K Buy
1,307
+5
+0.4% +$2.24K 0.08% 169
2021
Q4 		$621K Buy
1,302
+190
+17% +$87.6K 0.08% 164
2021
Q3 		$479K Sell
1,112
-17,799
-94% -$7.89M 0.07% 176
2021
Q2 		$8.13M Sell
18,911
-1,064
-5% -$446K 1.22% 20
2021
Q1 		$7.95M Sell
19,975
-3,243
-14% -$1.26M 1.37% 16
2020
Q4 		$8.72M Buy
+23,218
New +$8.26M 1.69% 12

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Tradition Wealth Management's IVV Position: Q2 2026 in Review

Tradition Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 0.38% in Q2 2026, selling an estimated $9.47K and leaving 3,445 shares worth $2.58M. The position accounts for 0.16% of the portfolio, ranked #130.

Tradition Wealth Management first reported a position in IVV in Q4 2020 and has held it in 23 quarters since. The position peaked at $8.72M in Q4 2020. 4,116 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Tradition Wealth Management held 3,445 shares of iShares Core S&P 500 ETF worth $2.58M as of Q2 2026.
  • Tradition Wealth Management sold 13 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $9.47K.
  • iShares Core S&P 500 ETF made up 0.16% of Tradition Wealth Management's portfolio in Q2 2026, its #130 holding.
  • Tradition Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 23 quarters since.
  • Tradition Wealth Management's iShares Core S&P 500 ETF position peaked at $8.72M in Q4 2020.
  • 4,116 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Tradition Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.