Turtle Creek Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Turtle Creek Wealth 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 Q2	$8.44M	Buy	11,272 +1,786	+19%	+$1.3M	0.45%	57
2026 Q1	$6.2M	Sell	9,486 -1,374	-13%	-$938K	0.47%	54
2025 Q4	$7.44M	Buy	10,860 +3,751	+53%	+$2.55M	0.59%	48
2025 Q3	$4.76M	Buy	7,109 +664	+10%	+$428K	0.43%	63
2025 Q2	$4M	Buy	6,445 +2,069	+47%	+$1.19M	0.47%	59
2025 Q1	$2.46M	Buy	+4,376	New	+$2.58M	0.37%	73
2024 Q4	–	Sell	-4,607	Closed	-$2.66M	–	117
2024 Q3	$2.66M	Buy	4,607 +13	+0.3%	+$7.23K	0.53%	55
2024 Q2	$2.51M	Buy	4,594 +425	+10%	+$223K	0.58%	53
2024 Q1	$2.19M	Buy	4,169 +10	+0.2%	+$5K	0.54%	58
2023 Q4	$1.99M	Buy	+4,159	New	+$1.86M	0.58%	53

Other funds holding IVV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return

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

Turtle Creek Wealth Advisors's IVV Position: Q2 2026 in Review

Turtle Creek Wealth Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 19% in Q2 2026, buying an estimated $1.3M and bringing the position to 11,272 shares worth $8.44M. The position accounts for 0.45% of the portfolio, ranked #57.

Turtle Creek Wealth Advisors first reported a position in IVV in Q4 2023 and has held it in 10 quarters since. 2,283 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Turtle Creek Wealth Advisors held 11,272 shares of iShares Core S&P 500 ETF worth $8.44M as of Q2 2026.
Turtle Creek Wealth Advisors bought 1,786 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $1.3M.
iShares Core S&P 500 ETF made up 0.45% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #57 holding.
Turtle Creek Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 10 quarters since.
2,283 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.