Tyche Wealth Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

Tyche Wealth Partners’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	$10.4M	Buy	15,940 +38	+0.2%	+$25.9K	1.61%	13
2025 Q4	$10.9M	Buy	15,902 +3,081	+24%	+$2.09M	1.73%	12
2025 Q3	$8.58M	Buy	12,821 +2,332	+22%	+$1.5M	1.51%	15
2025 Q2	$6.51M	Buy	10,489 +1,235	+13%	+$709K	1.31%	16
2025 Q1	$5.2M	Buy	9,254 +310	+3%	+$183K	1.13%	20
2024 Q4	$5.27M	Buy	8,944 +618	+7%	+$366K	1.11%	19
2024 Q3	$4.8M	Buy	8,326 +254	+3%	+$141K	1.09%	21
2024 Q2	$4.42M	Buy	8,072 +193	+2%	+$101K	1.08%	21
2024 Q1	$4.14M	Buy	7,879 +4,401	+127%	+$2.2M	1.01%	23
2023 Q4	$1.66M	Buy	+3,478	New	+$1.56M	0.4%	50

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Tyche Wealth Partners's IVV Position: Q1 2026 in Review

Tyche Wealth Partners increased its iShares Core S&P 500 ETF (IVV) stake by 0.24% in Q1 2026, buying an estimated $25.9K and bringing the position to 15,940 shares worth $10.4M. The position accounts for 1.61% of the portfolio, ranked #13.

Tyche Wealth Partners first reported a position in IVV in Q4 2023 and has held it in 10 quarters since. The position peaked at $10.9M in Q4 2025. 3,982 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Tyche Wealth Partners held 15,940 shares of iShares Core S&P 500 ETF worth $10.4M as of Q1 2026.
Tyche Wealth Partners bought 38 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $25.9K.
iShares Core S&P 500 ETF made up 1.61% of Tyche Wealth Partners's portfolio in Q1 2026, its #13 holding.
Tyche Wealth Partners first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 10 quarters since.
Tyche Wealth Partners's iShares Core S&P 500 ETF position peaked at $10.9M in Q4 2025.
3,982 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Tyche Wealth Partners's 13F filing for Q1 2026, filed 6 May 2026.