TrueWealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

TrueWealth 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	$1.39M	Buy	1,856 +384	+26%	+$280K	0.31%	57
2026 Q1	$962K	Buy	1,472 +106	+8%	+$72.4K	0.24%	79
2025 Q4	$936K	Buy	1,366 +55	+4%	+$37.3K	0.24%	76
2025 Q3	$878K	Buy	1,311 +328	+33%	+$211K	0.24%	81
2025 Q2	$610K	Sell	983 -444	-31%	-$255K	0.18%	100
2025 Q1	$802K	Sell	1,427 -1,598	-53%	-$944K	0.26%	74
2024 Q4	$1.78M	Buy	3,025 +152	+5%	+$90K	0.59%	37
2024 Q3	$1.66M	Sell	2,873 -723	-20%	-$402K	0.55%	38
2024 Q2	$1.97M	Buy	3,596 +119	+3%	+$62.6K	0.73%	28
2024 Q1	$1.83M	Sell	3,477 -1,178	-25%	-$589K	0.71%	31
2023 Q4	$2.22M	Buy	4,655 +334	+8%	+$149K	0.86%	24
2023 Q3	$1.86M	Buy	4,321 +545	+14%	+$244K	0.78%	29
2023 Q2	$1.68M	Buy	3,776 +22	+0.6%	+$9.27K	0.69%	32
2023 Q1	$1.54M	Sell	3,754 -258	-6%	-$103K	0.65%	36
2022 Q4	$1.54M	Sell	4,012 -231	-5%	-$89.1K	0.67%	32
2022 Q3	$1.52M	Sell	4,243 -50	-1%	-$20K	0.72%	30
2022 Q2	$1.63M	Buy	4,293 +762	+22%	+$313K	0.76%	33
2022 Q1	$1.68M	Hold	3,531	–	–	0.76%	34
2021 Q4	$1.68M	Buy	3,531 +538	+18%	+$248K	0.76%	34
2021 Q3	$1.29M	Sell	2,993 -146	-5%	-$64.7K	0.73%	33
2021 Q2	$1.35M	Buy	3,139 +534	+20%	+$224K	0.79%	28
2021 Q1	$1.08M	Buy	+2,605	New	+$1.01M	0.7%	30

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

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

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

TrueWealth Advisors's IVV Position: Q2 2026 in Review

TrueWealth Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 26% in Q2 2026, buying an estimated $280K and bringing the position to 1,856 shares worth $1.39M. The position accounts for 0.31% of the portfolio, ranked #57.

TrueWealth Advisors first reported a position in IVV in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.22M in Q4 2023. 2,109 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

TrueWealth Advisors held 1,856 shares of iShares Core S&P 500 ETF worth $1.39M as of Q2 2026.
TrueWealth Advisors bought 384 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $280K.
iShares Core S&P 500 ETF made up 0.31% of TrueWealth Advisors's portfolio in Q2 2026, its #57 holding.
TrueWealth Advisors first reported a position in iShares Core S&P 500 ETF in Q1 2021 and has held it in 22 quarters since.
TrueWealth Advisors's iShares Core S&P 500 ETF position peaked at $2.22M in Q4 2023.
2,109 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.