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Tyler-Stone Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Tyler-Stone Wealth Management’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
2025
Q2 		$22.4M Sell
36,010
-549
-2% -$315K 3.6% 4
2025
Q1 		$20.5M Buy
36,559
+2,780
+8% +$1.64M 3.69% 4
2024
Q4 		$19.9M Sell
33,779
-39
-0.1% -$23.1K 3.54% 4
2024
Q3 		$19.5M Buy
33,818
+17,901
+112% +$9.95M 3.68% 4
2024
Q2 		$8.71M Buy
15,917
+1,489
+10% +$783K 3.58% 4
2024
Q1 		$7.58M Buy
14,428
+427
+3% +$214K 3.36% 3
2023
Q4 		$6.69M Buy
14,001
+933
+7% +$418K 3.35% 3
2023
Q3 		$5.61M Buy
13,068
+467
+4% +$209K 3.2% 3
2023
Q2 		$5.62M Buy
+12,601
New +$5.31M 3.17% 3
2022
Q4 		$3.99M Sell
10,376
-124
-1% -$47.9K 2.71% 3
2022
Q3 		$3.77M Buy
10,500
+145
+1% +$57.9K 2.87% 3
2022
Q2 		$3.93M Buy
10,355
+337
+3% +$139K 2.62% 4
2022
Q1 		$4.54M Buy
10,018
+581
+6% +$260K 2.5% 4
2021
Q4 		$4.5M Buy
+9,437
New +$4.35M 2.38% 4

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 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

Tyler-Stone Wealth Management's IVV Position: Q2 2025 in Review

Tyler-Stone Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 1.5% in Q2 2025, selling an estimated $315K and leaving 36,010 shares worth $22.4M. The position accounts for 3.6% of the portfolio, ranked #4.

Tyler-Stone Wealth Management first reported a position in IVV in Q4 2021 and has held it in 14 quarters since. 3,616 funds tracked by Wall St. Rank hold IVV as of Q2 2025.

  • Tyler-Stone Wealth Management held 36,010 shares of iShares Core S&P 500 ETF worth $22.4M as of Q2 2025.
  • Tyler-Stone Wealth Management sold 549 iShares Core S&P 500 ETF shares in Q2 2025, an estimated $315K.
  • iShares Core S&P 500 ETF made up 3.6% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #4 holding.
  • Tyler-Stone Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 14 quarters since.
  • 3,616 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.