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

TriaGen 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	$386K	Hold	515	–	–	0.1%	147
2026 Q1	$336K	Hold	515	–	–	0.09%	143
2025 Q4	$353K	Hold	515	–	–	0.09%	143
2025 Q3	$345K	Hold	515	–	–	0.09%	151
2025 Q2	$320K	Sell	515 -118	-19%	-$67.8K	0.1%	143
2025 Q1	$356K	Hold	633	–	–	0.13%	127
2024 Q4	$373K	Hold	633	–	–	0.13%	124
2024 Q3	$365K	Hold	633	–	–	0.12%	126
2024 Q2	$346K	Buy	633 +1	+0.2%	+$526	0.13%	124
2024 Q1	$332K	Buy	632 +3	+0.5%	+$1.5K	0.14%	125
2023 Q4	$300K	Buy	629 +22	+4%	+$9.85K	0.14%	124
2023 Q3	$261K	Sell	607 -111	-15%	-$49.6K	0.13%	125
2023 Q2	$320K	Hold	718	–	–	0.15%	128
2023 Q1	$295K	Buy	718 +37	+5%	+$14.8K	0.15%	124
2022 Q4	$262K	Buy	+681	New	+$263K	0.15%	144

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

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

TriaGen Wealth Management held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 515 shares worth $386K. The position accounts for 0.1% of the portfolio, ranked #147.

TriaGen Wealth Management first reported a position in IVV in Q4 2022 and has held it in 15 quarters since. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

TriaGen Wealth Management held 515 shares of iShares Core S&P 500 ETF worth $386K as of Q2 2026.
TriaGen Wealth Management left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up 0.1% of TriaGen Wealth Management's portfolio in Q2 2026, its #147 holding.
TriaGen Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on TriaGen Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.