Trust Company of Tennessee’s iShares Core S&P 500 ETF IVV Stock Holding History

Trust Company of Tennessee’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	$2.25M	Sell	3,011 -462	-13%	-$336K	0.39%	7
2026 Q1	$2.27M	Sell	3,473 -493	-12%	-$337K	0.42%	7
2025 Q4	$2.72M	Hold	3,966	–	–	0.54%	6
2025 Q3	$2.65M	Sell	3,966 -63	-2%	-$40.6K	0.56%	6
2025 Q2	$2.5M	Sell	4,029 -20	-0.5%	-$11.5K	0.58%	6
2025 Q1	$2.28M	Sell	4,049 -797	-16%	-$471K	0.57%	6
2024 Q4	$2.85M	Buy	4,846 +41	+0.9%	+$24.3K	0.95%	5
2024 Q3	$2.77M	Buy	4,805 +162	+3%	+$90.1K	0.92%	5
2024 Q2	$2.54M	Buy	+4,643	New	+$2.44M	0.91%	5

Other funds holding IVV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

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

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

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

Trust Company of Tennessee's IVV Position: Q2 2026 in Review

Trust Company of Tennessee reduced its iShares Core S&P 500 ETF (IVV) stake by 13% in Q2 2026, selling an estimated $336K and leaving 3,011 shares worth $2.25M. The position accounts for 0.39% of the portfolio, ranked #7.

Trust Company of Tennessee first reported a position in IVV in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.85M in Q4 2024. 2,638 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Trust Company of Tennessee held 3,011 shares of iShares Core S&P 500 ETF worth $2.25M as of Q2 2026.
Trust Company of Tennessee sold 462 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $336K.
iShares Core S&P 500 ETF made up 0.39% of Trust Company of Tennessee's portfolio in Q2 2026, its #7 holding.
Trust Company of Tennessee first reported a position in iShares Core S&P 500 ETF in Q2 2024 and has held it in 9 quarters since.
Trust Company of Tennessee's iShares Core S&P 500 ETF position peaked at $2.85M in Q4 2024.
2,638 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Trust Company of Tennessee's 13F filing for Q2 2026, filed 30 Jul 2026.