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

TrueWealth Financial Partners’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 		– Sell
-634
Closed -$414K – 47
2026
Q1 		$414K Buy
+634
New +$433K 0.17% 38

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TrueWealth Financial Partners's IVV Position: Q2 2026 in Review

TrueWealth Financial Partners sold out of iShares Core S&P 500 ETF (IVV) in Q2 2026, closing a stake of 634 shares — an estimated $414K sold.

TrueWealth Financial Partners first reported a position in IVV in Q1 2026 and held it in 1 quarter. The position peaked at $414K in Q1 2026. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • TrueWealth Financial Partners reported no remaining iShares Core S&P 500 ETF position as of Q2 2026 after selling out during the quarter.
  • TrueWealth Financial Partners sold 634 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $414K.
  • TrueWealth Financial Partners first reported a position in iShares Core S&P 500 ETF in Q1 2026 and held it in 1 quarter.
  • TrueWealth Financial Partners's iShares Core S&P 500 ETF position peaked at $414K in Q1 2026.
  • 4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on TrueWealth Financial Partners's 13F filing for Q2 2026, filed 13 Aug 2026.