Turim 21 Investimentos’s iShares Core S&P 500 ETF IVV Stock Holding History

Turim 21 Investimentos’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	$327K	Hold	436	–	–	0.05%	34
2026 Q1	$285K	Buy	436 +116	+36%	+$79.2K	0.07%	30
2025 Q4	$219K	Buy	+320	New	+$217K	0.08%	36
2021 Q1	–	Sell	-28	Closed	-$11K	–	134
2020 Q4	$11K	Buy	+28	New	+$9.97K	0.06%	67

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Turim 21 Investimentos's IVV Position: Q2 2026 in Review

Turim 21 Investimentos held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 436 shares worth $327K. The position accounts for 0.05% of the portfolio, ranked #34.

Turim 21 Investimentos first reported a position in IVV in Q4 2020 and has held it in 4 quarters since. 4,123 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Turim 21 Investimentos held 436 shares of iShares Core S&P 500 ETF worth $327K as of Q2 2026.
Turim 21 Investimentos left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up 0.05% of Turim 21 Investimentos's portfolio in Q2 2026, its #34 holding.
Turim 21 Investimentos first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 4 quarters since.
4,123 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Turim 21 Investimentos's 13F filing for Q2 2026, filed 10 Aug 2026.