TriCert Investment Counsel Inc.’s iShares Core S&P 500 ETF IVV Stock Holding History

TriCert Investment Counsel Inc.’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	$11.1M	Buy	+14,775	New	+$10.8M	1.03%	39

Other funds holding IVV

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $32B AUM 32.86% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 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

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return

TriCert Investment Counsel Inc.'s IVV Position: Q2 2026 in Review

TriCert Investment Counsel Inc. opened a new position in iShares Core S&P 500 ETF (IVV) in Q2 2026: 14,775 shares worth $11.1M. The stake represents 1.03% of the portfolio and ranks #39 among its holdings.

3,066 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

TriCert Investment Counsel Inc. held 14,775 shares of iShares Core S&P 500 ETF worth $11.1M as of Q2 2026.
iShares Core S&P 500 ETF was a new TriCert Investment Counsel Inc. position in Q2 2026.
iShares Core S&P 500 ETF made up 1.03% of TriCert Investment Counsel Inc.'s portfolio in Q2 2026, its #39 holding.
3,066 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on TriCert Investment Counsel Inc.'s 13F filing for Q2 2026, filed 10 Aug 2026.