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True Link Financial Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

True Link Financial Advisors’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 		$211M Buy
282,065
+789
+0.3% +$575K 12.21% 2
2026
Q1 		$184M Sell
281,276
-22,662
-7% -$15.5M 11.35% 3
2025
Q4 		$208M Buy
303,938
+515
+0.2% +$350K 12.65% 2
2025
Q3 		$203M Buy
303,423
+990
+0.3% +$638K 13.07% 2
2025
Q2 		$188M Buy
302,433
+21,328
+8% +$12.2M 12.96% 2
2025
Q1 		$158M Buy
281,105
+4,358
+2% +$2.57M 11.79% 3
2024
Q4 		$163M Buy
276,747
+512
+0.2% +$303K 13.67% 2
2024
Q3 		$159M Buy
276,235
+10,545
+4% +$5.86M 13.53% 3
2024
Q2 		$145M Sell
265,690
-412
-0.2% -$217K 13.49% 3
2024
Q1 		$140M Buy
266,102
+21,997
+9% +$11M 13.41% 3
2023
Q4 		$117M Buy
244,105
+24,539
+11% +$11M 12.62% 3
2023
Q3 		$94.3M Buy
219,566
+15
+0% +$6.71K 11.31% 2
2023
Q2 		$97.9M Buy
219,551
+44,933
+26% +$18.9M 11.83% 2
2023
Q1 		$71.8M Buy
174,618
+2,008
+1% +$805K 8.99% 2
2022
Q4 		$66.3M Buy
172,610
+2,983
+2% +$1.15M 8.99% 2
2022
Q3 		$60.8M Buy
169,627
+9,100
+6% +$3.63M 8.82% 2
2022
Q2 		$60.9M Buy
160,527
+1,173
+0.7% +$483K 9.2% 2
2022
Q1 		$72.3M Buy
159,354
+54,044
+51% +$24.2M 10.45% 3
2021
Q4 		$50.2M Sell
105,310
-217
-0.2% -$100K 6.7% 3
2021
Q3 		$45.5M Buy
105,527
+1,523
+1% +$675K 6.24% 4
2021
Q2 		$44.7M Sell
104,004
-32,947
-24% -$13.8M 6.56% 4
2021
Q1 		$54.5M Buy
136,951
+8,049
+6% +$3.12M 7.9% 3
2020
Q4 		$48.4M Buy
+128,902
New +$45.9M 7.58% 2

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

True Link Financial Advisors's IVV Position: Q2 2026 in Review

True Link Financial Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 0.28% in Q2 2026, buying an estimated $575K and bringing the position to 282,065 shares worth $211M. The position accounts for 12.21% of the portfolio, ranked #2.

True Link Financial Advisors first reported a position in IVV in Q4 2020 and has held it in 23 quarters since. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • True Link Financial Advisors held 282,065 shares of iShares Core S&P 500 ETF worth $211M as of Q2 2026.
  • True Link Financial Advisors bought 789 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $575K.
  • iShares Core S&P 500 ETF made up 12.21% of True Link Financial Advisors's portfolio in Q2 2026, its #2 holding.
  • True Link Financial Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 23 quarters since.
  • 4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on True Link Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.