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 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 $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Tru Independence Asset Management 2's IVV Position: Q1 2026 in Review

Tru Independence Asset Management 2 increased its iShares Core S&P 500 ETF (IVV) stake by 12% in Q1 2026, buying an estimated $748K and bringing the position to 10,014 shares worth $6.54M. The position accounts for 4.02% of the portfolio, ranked #4.

Tru Independence Asset Management 2 first reported a position in IVV in Q4 2020 and has held it in 16 quarters since. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Tru Independence Asset Management 2 held 10,014 shares of iShares Core S&P 500 ETF worth $6.54M as of Q1 2026.
Tru Independence Asset Management 2 bought 1,095 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $748K.
iShares Core S&P 500 ETF made up 4.02% of Tru Independence Asset Management 2's portfolio in Q1 2026, its #4 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 16 quarters since.
3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Tru Independence Asset Management 2's 13F filing for Q1 2026, filed 22 Apr 2026.