Transamerica Financial Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $16M | Buy |
21,398
+3,520
| +20% | +$2.56M | 1.36% | 12 |
|
|
2026
Q1 | $11.7M | Buy |
17,878
+968
| +6% | +$661K | 1% | 23 |
|
|
2025
Q4 | $11.6M | Buy |
16,910
+1,571
| +10% | +$1.07M | 0.97% | 22 |
|
|
2025
Q3 | $10.3M | Buy |
15,339
+1,344
| +10% | +$866K | 0.85% | 22 |
|
|
2025
Q2 | $8.69M | Sell |
13,995
-238
| -2% | -$137K | 0.82% | 26 |
|
|
2025
Q1 | $8M | Buy |
14,233
+646
| +5% | +$381K | 0.82% | 21 |
|
|
2024
Q4 | $8M | Buy |
13,587
+1,070
| +9% | +$633K | 0.79% | 24 |
|
|
2024
Q3 | $7.22M | Buy |
+12,517
| New | +$6.96M | 0.7% | 25 |
|
|
2024
Q1 | – | Sell |
-1
| Closed | -$1K | – | 652 |
|
|
2023
Q4 | $1K | Hold |
1
| – | – | ﹤0.01% | 496 |
|
|
2023
Q3 | $1K | Sell |
1
-336
| -100% | -$150K | ﹤0.01% | 519 |
|
|
2023
Q2 | $150K | Buy |
337
+1
| +0.3% | +$421 | 0.02% | 237 |
|
|
2023
Q1 | $139K | Sell |
336
-16
| -5% | -$6.42K | 0.02% | 247 |
|
|
2022
Q4 | $135K | Buy |
352
+319
| +967% | +$123K | 0.02% | 247 |
|
|
2022
Q3 | $12K | Hold |
33
| – | – | ﹤0.01% | 312 |
|
|
2022
Q2 | $13K | Buy |
+33
| New | +$13.6K | ﹤0.01% | 308 |
|
|
2020
Q3 | – | Sell |
-95
| Closed | -$30K | – | 335 |
|
|
2020
Q2 | $30K | Buy |
+95
| New | +$27.9K | 0.01% | 215 |
|
|
2019
Q3 | – | Sell |
-85
| Closed | -$25K | – | 315 |
|
|
2019
Q2 | $25K | Buy |
+85
| New | +$24.6K | 0.01% | 271 |
|
|
2019
Q1 | – | Sell |
-5
| Closed | -$2K | – | 279 |
|
|
2018
Q4 | $2K | Sell |
5
-26
| -84% | -$7.06K | ﹤0.01% | 367 |
|
|
2018
Q3 | $10K | Sell |
31
-1
| -3% | -$287 | ﹤0.01% | 292 |
|
|
2018
Q2 | $9K | Sell |
32
-14
| -30% | -$3.81K | ﹤0.01% | 265 |
|
|
2018
Q1 | $13K | Sell |
46
-17,110
| -100% | -$4.71M | ﹤0.01% | 261 |
|
|
2017
Q4 | $4.61M | Buy |
17,156
+17,110
| +37,196% | +$4.48M | 0.61% | 58 |
|
|
2017
Q3 | $12K | Sell |
46
-11,023
| -100% | -$2.74M | ﹤0.01% | 269 |
|
|
2017
Q2 | $2.69M | Sell |
11,069
-13,002
| -54% | -$3.14M | 0.37% | 81 |
|
|
2017
Q1 | $5.71M | Buy |
24,071
+15,491
| +181% | +$3.62M | 0.68% | 42 |
|
|
2016
Q4 | $1.93M | Sell |
8,580
-2,903
| -25% | -$638K | 0.23% | 116 |
|
|
2016
Q3 | $2.5M | Sell |
11,483
-1,313
| -10% | -$286K | 0.27% | 99 |
|
|
2016
Q2 | $2.69M | Buy |
12,796
+12,076
| +1,677% | +$2.52M | 0.27% | 98 |
|
|
2016
Q1 | $149K | Sell |
720
-8,699
| -92% | -$1.71M | 0.01% | 300 |
|
|
2015
Q4 | $1.93M | Sell |
9,419
-758
| -7% | -$157K | 0.14% | 125 |
|
|
2015
Q3 | $1.96M | Sell |
10,177
-2,697
| -21% | -$551K | 0.16% | 109 |
|
|
2015
Q2 | $2.67M | Buy |
12,874
+100
| +0.8% | +$21.2K | 0.19% | 101 |
|
|
2015
Q1 | $2.65M | Buy |
12,774
+12,678
| +13,206% | +$2.64M | 0.19% | 102 |
|
|
2014
Q4 | $20K | Sell |
96
-853
| -90% | -$173K | ﹤0.01% | 438 |
|
|
2014
Q3 | $189K | Buy |
949
+355
| +60% | +$70.6K | 0.02% | 259 |
|
|
2014
Q2 | $117K | Sell |
594
-1,752
| -75% | -$335K | 0.01% | 309 |
|
|
2014
Q1 | $442K | Buy |
2,346
+833
| +55% | +$154K | 0.04% | 174 |
|
|
2013
Q4 | $281K | Sell |
1,513
-592
| -28% | -$105K | 0.03% | 216 |
|
|
2013
Q3 | $356K | Buy |
2,105
+283
| +16% | +$47.7K | 0.05% | 171 |
|
|
2013
Q2 | $294K | Buy |
+1,822
| New | +$295K | 0.05% | 168 |
|
Other funds holding IVV
CM
Transamerica Financial Advisors's IVV Position: Q2 2026 in Review
Transamerica Financial Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 20% in Q2 2026, buying an estimated $2.56M and bringing the position to 21,398 shares worth $16M. The position accounts for 1.36% of the portfolio, ranked #12.
Transamerica Financial Advisors first reported a position in IVV in Q2 2013 and has held it in 40 quarters since. 4,085 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Transamerica Financial Advisors held 21,398 shares of iShares Core S&P 500 ETF worth $16M as of Q2 2026.
- Transamerica Financial Advisors bought 3,520 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $2.56M.
- iShares Core S&P 500 ETF made up 1.36% of Transamerica Financial Advisors's portfolio in Q2 2026, its #12 holding.
- Transamerica Financial Advisors first reported a position in iShares Core S&P 500 ETF in Q2 2013 and has held it in 40 quarters since.
- 4,085 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.