Abner Herrman & Brock’s iShares Core S&P 500 ETF IVV Stock Holding History

Abner Herrman & Brock’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	$447K	Buy	597 +10	+2%	+$7.28K	0.04%	74
2026 Q1	$383K	Hold	587	–	–	0.04%	76
2025 Q4	$402K	Buy	587 +35	+6%	+$23.8K	0.04%	80
2025 Q3	$369K	Buy	+552	New	+$356K	0.04%	86
2024 Q4	–	Sell	-572	Closed	-$330K	–	73
2024 Q3	$330K	Buy	572 +12	+2%	+$6.67K	0.04%	77
2024 Q2	$306K	Sell	560 -3	-0.5%	-$1.58K	0.04%	78
2024 Q1	$296K	Sell	563 -2	-0.4%	-$1K	0.04%	76
2023 Q4	$270K	Buy	565 +30	+6%	+$13.4K	0.04%	81
2023 Q3	$230K	Buy	535 +20	+4%	+$8.95K	0.04%	82
2023 Q2	$230K	Hold	515	–	–	0.03%	89
2023 Q1	$212K	Sell	515 -392	-43%	-$157K	0.03%	91
2022 Q4	$348K	Buy	907 +216	+31%	+$83.4K	0.05%	76
2022 Q3	$248K	Buy	691 +106	+18%	+$42.3K	0.05%	80
2022 Q2	$222K	Sell	585 -168	-22%	-$69.1K	0.04%	87
2022 Q1	$342K	Buy	753 +4	+0.5%	+$1.79K	0.05%	75
2021 Q4	$357K	Buy	749 +6	+0.8%	+$2.77K	0.05%	77
2021 Q3	$320K	Hold	743	–	–	0.05%	77
2021 Q2	$319K	Sell	743 -80	-10%	-$33.5K	0.04%	74
2021 Q1	$327K	Buy	823 +178	+28%	+$68.9K	0.05%	75
2020 Q4	$242K	Hold	645	–	–	0.04%	101
2020 Q3	$217K	Buy	+645	New	+$215K	0.04%	103
2019 Q2	–	Sell	-1,471	Closed	-$419K	–	130
2019 Q1	$419K	Sell	1,471 -750	-34%	-$205K	0.06%	81
2018 Q4	$559K	Sell	2,221 -175	-7%	-$47.5K	0.1%	66
2018 Q3	$701K	Hold	2,396	–	–	0.1%	73
2018 Q2	$654K	Buy	2,396 +5	+0.2%	+$1.36K	0.1%	75
2018 Q1	$634K	Buy	+2,391	New	+$658K	0.1%	78

Other funds holding IVV

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

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

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Abner Herrman & Brock's IVV Position: Q2 2026 in Review

Abner Herrman & Brock increased its iShares Core S&P 500 ETF (IVV) stake by 1.7% in Q2 2026, buying an estimated $7.28K and bringing the position to 597 shares worth $447K. The position accounts for 0.04% of the portfolio, ranked #74.

Abner Herrman & Brock first reported a position in IVV in Q1 2018 and has held it in 26 quarters since. The position peaked at $701K in Q3 2018. 1,947 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Abner Herrman & Brock held 597 shares of iShares Core S&P 500 ETF worth $447K as of Q2 2026.
Abner Herrman & Brock bought 10 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $7.28K.
iShares Core S&P 500 ETF made up 0.04% of Abner Herrman & Brock's portfolio in Q2 2026, its #74 holding.
Abner Herrman & Brock first reported a position in iShares Core S&P 500 ETF in Q1 2018 and has held it in 26 quarters since.
Abner Herrman & Brock's iShares Core S&P 500 ETF position peaked at $701K in Q3 2018.
1,947 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Abner Herrman & Brock's 13F filing for Q2 2026, filed 8 Jul 2026.