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 Q3	$8.64M	Buy	11,282 +10	+0.1%	+$7.63K	0.44%	58
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

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Turtle Creek Wealth Advisors's IVV Position: Q3 2026 in Review

Turtle Creek Wealth Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 0.09% in Q3 2026, buying an estimated $7.63K and bringing the position to 11,282 shares worth $8.64M. The position accounts for 0.44% of the portfolio, ranked #58.

Turtle Creek Wealth Advisors first reported a position in IVV in Q4 2023 and has held it in 11 quarters since. 3,061 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Turtle Creek Wealth Advisors held 11,282 shares of iShares Core S&P 500 ETF worth $8.64M as of Q3 2026.
Turtle Creek Wealth Advisors bought 10 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $7.63K.
iShares Core S&P 500 ETF made up 0.44% of Turtle Creek Wealth Advisors's portfolio in Q3 2026, its #58 holding.
Turtle Creek Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
3,061 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.