Tru Independence Asset Management 2’s iShares Core S&P 500 ETF IVV Stock Holding History

Tru Independence Asset Management 2’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	$7.77M	Buy	10,374 +360	+4%	+$262K	4.21%	3
2026 Q1	$6.54M	Buy	10,014 +1,095	+12%	+$748K	4.02%	4
2025 Q4	$6.11M	Buy	8,919 +1,675	+23%	+$1.14M	3.82%	4
2025 Q3	$4.85M	Sell	7,244 -1,013	-12%	-$652K	3.19%	10
2025 Q2	$5.13M	Buy	8,257 +248	+3%	+$142K	3.51%	7
2025 Q1	$4.54M	Buy	8,009 +3,932	+96%	+$2.32M	3.4%	8
2024 Q4	$2.4M	Buy	4,077 +136	+3%	+$80.5K	2%	15
2024 Q3	$2.27M	Buy	+3,941	New	+$2.19M	1.92%	16
2023 Q1	$1.18M	Buy	+2,867	New	+$1.15M	1.18%	27
2022 Q3	$1.2M	Buy	3,346 +574	+21%	+$229K	1.28%	17
2022 Q2	$1.05M	Sell	2,772 -177	-6%	-$72.8K	0.87%	22
2022 Q1	$1.34M	Sell	2,949 -643	-18%	-$288K	0.77%	25
2021 Q4	$1.71M	Buy	3,592 +1,646	+85%	+$759K	0.91%	24
2021 Q3	$838K	Sell	1,946 -50	-3%	-$22.2K	0.59%	34
2021 Q2	$858K	Sell	1,996 -417	-17%	-$175K	0.59%	35
2021 Q1	$960K	Sell	2,413 -407	-14%	-$158K	0.76%	32
2020 Q4	$1.06M	Buy	+2,820	New	+$1M	0.89%	25

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

Tru Independence Asset Management 2's IVV Position: Q2 2026 in Review

Tru Independence Asset Management 2 increased its iShares Core S&P 500 ETF (IVV) stake by 3.6% in Q2 2026, buying an estimated $262K and bringing the position to 10,374 shares worth $7.77M. The position accounts for 4.21% of the portfolio, ranked #3.

Tru Independence Asset Management 2 first reported a position in IVV in Q4 2020 and has held it in 17 quarters since. 4,115 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Tru Independence Asset Management 2 held 10,374 shares of iShares Core S&P 500 ETF worth $7.77M as of Q2 2026.
Tru Independence Asset Management 2 bought 360 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $262K.
iShares Core S&P 500 ETF made up 4.21% of Tru Independence Asset Management 2's portfolio in Q2 2026, its #3 holding.
Tru Independence Asset Management 2 first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 17 quarters since.
4,115 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Tru Independence Asset Management 2's 13F filing for Q2 2026, filed 11 Aug 2026.