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IVV icon

TruWealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

TruWealth 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
Q1 		$1.73M Buy
2,643
+37
+1% +$25.3K 0.08% 84
2025
Q4 		$1.79M Buy
2,606
+1,650
+173% +$1.12M 0.09% 81
2025
Q3 		$640K Buy
956
+31
+3% +$20K 0.03% 107
2025
Q2 		$574K Sell
925
-1
-0.1% -$574 0.03% 110
2025
Q1 		$520K Buy
926
+1
+0.1% +$591 0.03% 106
2024
Q4 		$545K Hold
925
– – 0.03% 104
2024
Q3 		$534K Buy
925
+18
+2% +$10K 0.03% 101
2024
Q2 		$496K Sell
907
-481
-35% -$253K 0.03% 104
2024
Q1 		$730K Buy
1,388
+481
+53% +$241K 0.05% 90
2023
Q4 		$433K Buy
907
+21
+2% +$9.4K 0.03% 99
2023
Q3 		$380K Sell
886
-172
-16% -$76.9K 0.03% 96
2023
Q2 		$471K Buy
1,058
+84
+9% +$35.4K 0.04% 90
2023
Q1 		$400K Buy
974
+114
+13% +$45.7K 0.04% 100
2022
Q4 		$330K Hold
860
– – 0.03% 107
2022
Q3 		$308K Buy
860
+136
+19% +$54.3K 0.03% 101
2022
Q2 		$274K Buy
724
+145
+25% +$59.6K 0.03% 110
2022
Q1 		$263K Sell
579
-4
-0.7% -$1.79K 0.03% 103
2021
Q4 		$278K Sell
583
-1
-0.2% -$461 0.03% 99
2021
Q3 		$252K Sell
584
-23
-4% -$10.2K 0.03% 101
2021
Q2 		$261K Hold
607
– – 0.03% 97
2021
Q1 		$241K Sell
607
-6
-1% -$2.32K 0.03% 97
2020
Q4 		$230K Buy
+613
New +$218K 0.03% 99

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

TruWealth Advisors's IVV Position: Q1 2026 in Review

TruWealth Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 1.4% in Q1 2026, buying an estimated $25.3K and bringing the position to 2,643 shares worth $1.73M. The position accounts for 0.08% of the portfolio, ranked #84.

TruWealth Advisors first reported a position in IVV in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.79M in Q4 2025. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • TruWealth Advisors held 2,643 shares of iShares Core S&P 500 ETF worth $1.73M as of Q1 2026.
  • TruWealth Advisors bought 37 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $25.3K.
  • iShares Core S&P 500 ETF made up 0.08% of TruWealth Advisors's portfolio in Q1 2026, its #84 holding.
  • TruWealth Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 22 quarters since.
  • TruWealth Advisors's iShares Core S&P 500 ETF position peaked at $1.79M in Q4 2025.
  • 3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on TruWealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.