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Tred Avon Family Wealth’s iShares Core S&P 500 ETF IVV Stock Holding History

Tred Avon Family Wealth’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 		$10.5M Sell
16,097
-1,112
-6% -$759K 3.49% 2
2025
Q4 		$11.8M Buy
17,209
+841
+5% +$571K 3.83% 3
2025
Q3 		$11M Buy
+16,368
New +$10.5M 3.76% 3

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Tred Avon Family Wealth's IVV Position: Q1 2026 in Review

Tred Avon Family Wealth reduced its iShares Core S&P 500 ETF (IVV) stake by 6.5% in Q1 2026, selling an estimated $759K and leaving 16,097 shares worth $10.5M. The position accounts for 3.49% of the portfolio, ranked #2.

Tred Avon Family Wealth first reported a position in IVV in Q3 2025 and has held it in 3 quarters since. The position peaked at $11.8M in Q4 2025. 3,982 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Tred Avon Family Wealth held 16,097 shares of iShares Core S&P 500 ETF worth $10.5M as of Q1 2026.
  • Tred Avon Family Wealth sold 1,112 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $759K.
  • iShares Core S&P 500 ETF made up 3.49% of Tred Avon Family Wealth's portfolio in Q1 2026, its #2 holding.
  • Tred Avon Family Wealth first reported a position in iShares Core S&P 500 ETF in Q3 2025 and has held it in 3 quarters since.
  • Tred Avon Family Wealth's iShares Core S&P 500 ETF position peaked at $11.8M in Q4 2025.
  • 3,982 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Tred Avon Family Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.