Truvestments Capital’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.29M | Buy |
4,654
+1,087
| +30% | +$792K | 0.49% | 51 |
|
|
2026
Q1 | $2.33M | Sell |
3,567
-99
| -3% | -$67.6K | 0.42% | 61 |
|
|
2025
Q4 | $2.51M | Sell |
3,666
-171
| -4% | -$116K | 0.46% | 63 |
|
|
2025
Q3 | $2.57M | Sell |
3,837
-11
| -0.3% | -$7.08K | 0.46% | 67 |
|
|
2025
Q2 | $2.39M | Sell |
3,848
-398
| -9% | -$229K | 0.48% | 63 |
|
|
2025
Q1 | $2.39M | Buy |
4,246
+140
| +3% | +$82.7K | 0.52% | 60 |
|
|
2024
Q4 | $2.42M | Sell |
4,106
-109
| -3% | -$64.5K | 0.62% | 54 |
|
|
2024
Q3 | $2.43M | Buy |
4,215
+869
| +26% | +$483K | 0.65% | 58 |
|
|
2024
Q2 | $1.83M | Sell |
3,346
-23
| -0.7% | -$12.1K | 0.73% | 57 |
|
|
2024
Q1 | $1.77M | Sell |
3,369
-283
| -8% | -$142K | 0.68% | 58 |
|
|
2023
Q4 | $1.74M | Sell |
3,652
-68
| -2% | -$30.4K | 0.79% | 46 |
|
|
2023
Q3 | $1.6M | Sell |
3,720
-30
| -0.8% | -$13.4K | 0.83% | 48 |
|
|
2023
Q2 | $1.67M | Sell |
3,750
-94
| -2% | -$39.6K | 0.83% | 51 |
|
|
2023
Q1 | $1.58M | Sell |
3,844
-728
| -16% | -$292K | 0.84% | 52 |
|
|
2022
Q4 | $1.76M | Sell |
4,572
-533
| -10% | -$206K | 0.99% | 34 |
|
|
2022
Q3 | $1.83M | Sell |
5,105
-101
| -2% | -$40.3K | 1.15% | 32 |
|
|
2022
Q2 | $1.97M | Sell |
5,206
-182
| -3% | -$74.9K | 1.16% | 27 |
|
|
2022
Q1 | $2.44M | Sell |
5,388
-260
| -5% | -$116K | 1.34% | 18 |
|
|
2021
Q4 | $2.69M | Buy |
5,648
+451
| +9% | +$208K | 1.35% | 16 |
|
|
2021
Q3 | $2.24M | Buy |
5,197
+28
| +0.5% | +$12.4K | 1.24% | 23 |
|
|
2021
Q2 | $2.22M | Sell |
5,169
-63
| -1% | -$26.4K | 1.22% | 25 |
|
|
2021
Q1 | $2.08M | Buy |
5,232
+392
| +8% | +$152K | 1.18% | 17 |
|
|
2020
Q4 | $1.82M | Buy |
4,840
+282
| +6% | +$100K | 1.26% | 12 |
|
|
2020
Q3 | $1.53M | Buy |
4,558
+268
| +6% | +$89.2K | 1.38% | 13 |
|
|
2020
Q2 | $1.33M | Buy |
4,290
+113
| +3% | +$33.2K | 1.35% | 21 |
|
|
2020
Q1 | $1.08M | Buy |
4,177
+3,275
| +363% | +$1M | 1.37% | 18 |
|
|
2019
Q4 | $292K | Buy |
902
+1
| +0.1% | +$309 | 0.2% | 112 |
|
|
2019
Q3 | $269K | Buy |
901
+198
| +28% | +$58.9K | 0.18% | 112 |
|
|
2019
Q2 | $207K | Sell |
703
-356
| -34% | -$103K | 0.14% | 128 |
|
|
2019
Q1 | $302K | Buy |
+1,059
| New | +$290K | 0.23% | 93 |
|
|
2018
Q3 | $892K | Buy |
3,047
+548
| +22% | +$157K | 0.43% | 68 |
|
|
2018
Q2 | $682K | Buy |
+2,499
| New | +$680K | 0.43% | 79 |
|
Other funds holding IVV
CM
Truvestments Capital's IVV Position: Q2 2026 in Review
Truvestments Capital increased its iShares Core S&P 500 ETF (IVV) stake by 30% in Q2 2026, buying an estimated $792K and bringing the position to 4,654 shares worth $3.29M. The position accounts for 0.49% of the portfolio, ranked #51.
Truvestments Capital first reported a position in IVV in Q2 2018 and has held it in 32 quarters since. 4,102 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Truvestments Capital held 4,654 shares of iShares Core S&P 500 ETF worth $3.29M as of Q2 2026.
- Truvestments Capital bought 1,087 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $792K.
- iShares Core S&P 500 ETF made up 0.49% of Truvestments Capital's portfolio in Q2 2026, its #51 holding.
- Truvestments Capital first reported a position in iShares Core S&P 500 ETF in Q2 2018 and has held it in 32 quarters since.
- 4,102 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Truvestments Capital's 13F filing for Q2 2026, filed 12 Aug 2026.