TRUE Private Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

TRUE Private Wealth 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	$3.47M	Sell	4,628 -46	-1%	-$33.5K	0.3%	58
2026 Q1	$3.05M	Buy	4,674 +76	+2%	+$51.9K	0.29%	55
2025 Q4	$3.15M	Sell	4,598 -26	-0.6%	-$17.7K	0.32%	55
2025 Q3	$3.09M	Sell	4,624 -96	-2%	-$61.8K	0.32%	56
2025 Q2	$2.93M	Sell	4,720 -1,083	-19%	-$622K	0.33%	52
2025 Q1	$3.26M	Sell	5,803 -2,234	-28%	-$1.32M	0.4%	44
2024 Q4	$4.73M	Sell	8,037 -5,379	-40%	-$3.18M	0.57%	31
2024 Q3	$7.74M	Sell	13,416 -3,912	-23%	-$2.18M	0.92%	18
2024 Q2	$9.48M	Sell	17,328 -2,315	-12%	-$1.22M	1.07%	18
2024 Q1	$10.3M	Sell	19,643 -6,524	-25%	-$3.26M	1.18%	14
2023 Q4	$12.5M	Sell	26,167 -167	-0.6%	-$74.7K	1.58%	14
2023 Q3	$11.3M	Buy	26,334 +9,759	+59%	+$4.37M	1.57%	14
2023 Q2	$7.39M	Buy	16,575 +4,059	+32%	+$1.71M	1.09%	14
2023 Q1	$5.15M	Sell	12,516 -330	-3%	-$132K	0.76%	22
2022 Q4	$4.94M	Sell	12,846 -527	-4%	-$203K	0.76%	21
2022 Q3	$4.8M	Buy	13,373 +943	+8%	+$377K	0.73%	15
2022 Q2	$4.71M	Buy	12,430 +668	+6%	+$275K	0.69%	19
2022 Q1	$5.07M	Buy	11,762 +2,853	+32%	+$1.28M	0.71%	19
2021 Q4	$4.25M	Buy	8,909 +1,002	+13%	+$462K	0.6%	29
2021 Q3	$3.41M	Sell	7,907 -337	-4%	-$149K	0.5%	34
2021 Q2	$3.54M	Buy	8,244 +2,758	+50%	+$1.16M	0.53%	34
2021 Q1	$2.18M	Sell	5,486 -3,345	-38%	-$1.3M	0.35%	49
2020 Q4	$3.31M	Sell	8,831 -3,401	-28%	-$1.21M	0.56%	29
2020 Q3	$4.11M	Sell	12,232 -3,814	-24%	-$1.27M	0.7%	18
2020 Q2	$4.97M	Sell	16,046 -6,677	-29%	-$1.96M	0.91%	21
2020 Q1	$5.87M	Sell	22,723 -4,236	-16%	-$1.3M	1.25%	17
2019 Q4	$8.71M	Buy	26,959 +6,026	+29%	+$1.86M	1.34%	14
2019 Q3	$6.25M	Buy	20,933 +4,397	+27%	+$1.31M	1.08%	15
2019 Q2	$4.87M	Buy	16,536 +6,622	+67%	+$1.92M	0.83%	16
2019 Q1	$2.82M	Sell	9,914 -148	-1%	-$40.5K	0.54%	30
2018 Q4	$2.53M	Buy	10,062 +9,554	+1,881%	+$2.59M	0.45%	43
2018 Q3	$149K	Buy	+508	New	+$146K	0.02%	300

Other funds holding IVV

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

TRUE Private Wealth Advisors's IVV Position: Q2 2026 in Review

TRUE Private Wealth Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 0.98% in Q2 2026, selling an estimated $33.5K and leaving 4,628 shares worth $3.47M. The position accounts for 0.3% of the portfolio, ranked #58.

TRUE Private Wealth Advisors first reported a position in IVV in Q3 2018 and has held it in 32 quarters since. The position peaked at $12.5M in Q4 2023. 2,171 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

TRUE Private Wealth Advisors held 4,628 shares of iShares Core S&P 500 ETF worth $3.47M as of Q2 2026.
TRUE Private Wealth Advisors sold 46 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $33.5K.
iShares Core S&P 500 ETF made up 0.3% of TRUE Private Wealth Advisors's portfolio in Q2 2026, its #58 holding.
TRUE Private Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q3 2018 and has held it in 32 quarters since.
TRUE Private Wealth Advisors's iShares Core S&P 500 ETF position peaked at $12.5M in Q4 2023.
2,171 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on TRUE Private Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.