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 Q3	$1.43M	Buy	1,864 +8	+0.4%	+$6.1K	0.32%	55
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

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Marshall Wace London, United Kingdom $114B AUM 35.47% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

TrueWealth Advisors's IVV Position: Q3 2026 in Review

TrueWealth Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 0.43% in Q3 2026, buying an estimated $6.1K and bringing the position to 1,864 shares worth $1.43M. The position accounts for 0.32% of the portfolio, ranked #55.

TrueWealth Advisors first reported a position in IVV in Q1 2021 and has held it in 23 quarters since. The position peaked at $2.22M in Q4 2023. 3,755 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

TrueWealth Advisors held 1,864 shares of iShares Core S&P 500 ETF worth $1.43M as of Q3 2026.
TrueWealth Advisors bought 8 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $6.1K.
iShares Core S&P 500 ETF made up 0.32% of TrueWealth Advisors's portfolio in Q3 2026, its #55 holding.
TrueWealth Advisors first reported a position in iShares Core S&P 500 ETF in Q1 2021 and has held it in 23 quarters since.
TrueWealth Advisors's iShares Core S&P 500 ETF position peaked at $2.22M in Q4 2023.
3,755 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on TrueWealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.