TP
IVV icon

Tranquility Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

Tranquility Partners’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 		$3.86M Sell
5,158
-13
-0.3% -$9.47K 1.33% 16
2026
Q1 		$3.38M Sell
5,171
-21
-0.4% -$14.3K 1.27% 17
2025
Q4 		$3.56M Sell
5,192
-212
-4% -$144K 1.28% 18
2025
Q3 		$3.62M Sell
5,404
-314
-5% -$202K 1.22% 17
2025
Q2 		$3.55M Sell
5,718
-38
-0.7% -$21.8K 1.27% 16
2025
Q1 		$3.23M Sell
5,756
-41
-0.7% -$24.2K 1.25% 17
2024
Q4 		$3.41M Buy
5,797
+93
+2% +$55K 1.28% 17
2024
Q3 		$3.29M Sell
5,704
-60
-1% -$33.4K 1.19% 19
2024
Q2 		$3.15M Sell
5,764
-48
-0.8% -$25.2K 1.21% 19
2024
Q1 		$3.06M Sell
5,812
-52
-0.9% -$26K 1.18% 19
2023
Q4 		$2.8M Sell
5,864
-746
-11% -$334K 1.17% 19
2023
Q3 		$2.84M Sell
6,610
-116
-2% -$51.9K 1.22% 18
2023
Q2 		$3M Sell
6,726
-37
-0.5% -$15.6K 1.29% 17
2023
Q1 		$2.78M Sell
6,763
-224
-3% -$89.8K 1.32% 18
2022
Q4 		$2.68M Buy
6,987
+207
+3% +$79.9K 1.37% 18
2022
Q3 		$2.43M Sell
6,780
-669
-9% -$267K 1.35% 18
2022
Q2 		$2.82M Buy
7,449
+1,279
+21% +$526K 1.46% 14
2022
Q1 		$2.8M Buy
6,170
+23
+0.4% +$10.3K 1.31% 18
2021
Q4 		$2.93M Buy
6,147
+577
+10% +$266K 1.36% 18
2021
Q3 		$2.4M Buy
5,570
+1,281
+30% +$568K 1.22% 19
2021
Q2 		$1.84M Buy
4,289
+54
+1% +$22.6K 1.04% 23
2021
Q1 		$1.69M Buy
4,235
+17
+0.4% +$6.58K 1.05% 25
2020
Q4 		$1.58M Sell
4,218
-9
-0.2% -$3.2K 1.12% 23
2020
Q3 		$1.42M Buy
4,227
+424
+11% +$141K 1.21% 19
2020
Q2 		$1.18M Sell
3,803
-540
-12% -$159K 1.11% 21
2020
Q1 		$1.12M Buy
4,343
+403
+10% +$123K 1.29% 20
2019
Q4 		$1.27M Sell
3,940
-65
-2% -$20.1K 1.15% 24
2019
Q3 		$1.2M Sell
4,005
-936
-19% -$278K 1.27% 22
2019
Q2 		$1.46M Buy
+4,941
New +$1.43M 1.57% 13

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

Tranquility Partners's IVV Position: Q2 2026 in Review

Tranquility Partners reduced its iShares Core S&P 500 ETF (IVV) stake by 0.25% in Q2 2026, selling an estimated $9.47K and leaving 5,158 shares worth $3.86M. The position accounts for 1.33% of the portfolio, ranked #16.

Tranquility Partners first reported a position in IVV in Q2 2019 and has held it in 29 quarters since. 4,089 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Tranquility Partners held 5,158 shares of iShares Core S&P 500 ETF worth $3.86M as of Q2 2026.
  • Tranquility Partners sold 13 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $9.47K.
  • iShares Core S&P 500 ETF made up 1.33% of Tranquility Partners's portfolio in Q2 2026, its #16 holding.
  • Tranquility Partners first reported a position in iShares Core S&P 500 ETF in Q2 2019 and has held it in 29 quarters since.
  • 4,089 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Tranquility Partners's 13F filing for Q2 2026, filed 23 Jul 2026.