TPI
IVV icon

Trust Point Inc’s iShares Core S&P 500 ETF IVV Stock Holding History

Trust Point Inc’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 		$10.1M Buy
13,533
+521
+4% +$379K 0.86% 17
2026
Q1 		$8.5M Sell
13,012
-132
-1% -$90.1K 0.74% 21
2025
Q4 		$9M Buy
13,144
+30
+0.2% +$20.4K 0.71% 19
2025
Q3 		$8.78M Sell
13,114
-2
-0% -$1.29K 0.71% 19
2025
Q2 		$8.14M Buy
13,116
+32
+0.2% +$18.4K 0.77% 18
2025
Q1 		$7.35M Sell
13,084
-6
-0% -$3.54K 0.67% 21
2024
Q4 		$7.71M Buy
13,090
+90
+0.7% +$53.3K 0.53% 25
2024
Q3 		$7.5M Buy
13,000
+70
+0.5% +$38.9K 0.56% 21
2024
Q2 		$7.08M Buy
12,930
+30
+0.2% +$15.8K 0.57% 21
2024
Q1 		$6.78M Sell
12,900
-871
-6% -$436K 0.53% 22
2023
Q4 		$6.58M Buy
+13,771
New +$6.16M 0.54% 19

Other funds holding IVV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Trust Point Inc's IVV Position: Q2 2026 in Review

Trust Point Inc increased its iShares Core S&P 500 ETF (IVV) stake by 4% in Q2 2026, buying an estimated $379K and bringing the position to 13,533 shares worth $10.1M. The position accounts for 0.86% of the portfolio, ranked #17.

Trust Point Inc first reported a position in IVV in Q4 2023 and has held it in 11 quarters since. 1,018 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Trust Point Inc held 13,533 shares of iShares Core S&P 500 ETF worth $10.1M as of Q2 2026.
  • Trust Point Inc bought 521 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $379K.
  • iShares Core S&P 500 ETF made up 0.86% of Trust Point Inc's portfolio in Q2 2026, its #17 holding.
  • Trust Point Inc first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,018 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Trust Point Inc's 13F filing for Q2 2026, filed 8 Jul 2026.