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True Wealth Design’s iShares Core S&P 500 ETF IVV Stock Holding History

True Wealth Design’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 		$837K Hold
1,118
– – 0.2% 29
2026
Q1 		$730K Sell
1,118
-17
-1% -$11.6K 0.2% 25
2025
Q4 		$777K Buy
1,135
+30
+3% +$20.4K 0.23% 24
2025
Q3 		$740K Sell
1,105
-50
-4% -$32.2K 0.23% 24
2025
Q2 		$717K Buy
1,155
+50
+5% +$28.7K 0.25% 22
2025
Q1 		$621K Hold
1,105
– – 0.24% 16
2024
Q4 		$650K Hold
1,105
– – 0.25% 16
2024
Q3 		$637K Sell
1,105
-1,348
-55% -$749K 0.25% 16
2024
Q2 		$1.34M Sell
2,453
-60
-2% -$31.6K 0.33% 26
2024
Q1 		$1.32M Sell
2,513
-115
-4% -$57.5K 0.33% 26
2023
Q4 		$1.26M Buy
2,628
+1,270
+94% +$568K 0.35% 26
2023
Q3 		$583K Sell
1,358
-478
-26% -$214K 0.2% 98
2023
Q2 		$818K Buy
1,836
+160
+10% +$67.4K 0.3% 57
2023
Q1 		$689K Buy
1,676
+19
+1% +$7.62K 0.29% 97
2022
Q4 		$637K Buy
+1,657
New +$639K 0.29% 96

Other funds holding IVV

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
Envestnet Portfolio Solutions
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 Wealth Design's IVV Position: Q2 2026 in Review

True Wealth Design held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 1,118 shares worth $837K. The position accounts for 0.2% of the portfolio, ranked #29.

True Wealth Design first reported a position in IVV in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.34M in Q2 2024. 2,171 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • True Wealth Design held 1,118 shares of iShares Core S&P 500 ETF worth $837K as of Q2 2026.
  • True Wealth Design left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
  • iShares Core S&P 500 ETF made up 0.2% of True Wealth Design's portfolio in Q2 2026, its #29 holding.
  • True Wealth Design first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
  • True Wealth Design's iShares Core S&P 500 ETF position peaked at $1.34M in Q2 2024.
  • 2,171 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.