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Anderson Hoagland & Co’s iShares Core S&P 500 ETF IVV Stock Holding History

Anderson Hoagland & Co’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 		$17.7M Sell
23,629
-369
-2% -$269K 1.39% 20
2026
Q1 		$15.7M Buy
23,998
+24
+0.1% +$16.4K 1.35% 19
2025
Q4 		$16.4M Sell
23,974
-192
-0.8% -$130K 1.41% 18
2025
Q3 		$16.2M Sell
24,166
-458
-2% -$295K 1.45% 19
2025
Q2 		$15.3M Sell
24,624
-253
-1% -$145K 1.46% 19
2025
Q1 		$12.4M Buy
24,877
+6
+0% +$3.54K 1.47% 20
2024
Q4 		$14.9M Sell
24,871
-28
-0.1% -$16.6K 1.54% 17
2024
Q3 		$14.3M Sell
24,899
-154
-0.6% -$85.6K 1.46% 17
2024
Q2 		$14M Sell
25,053
-496
-2% -$261K 1.47% 17
2024
Q1 		$13.2M Buy
25,549
+638
+3% +$319K 1.48% 17
2023
Q4 		$11.9M Sell
24,911
-101
-0.4% -$45.2K 1.46% 20
2023
Q3 		$10.7M Sell
25,012
-283
-1% -$127K 1.44% 18
2023
Q2 		$11.3M Sell
25,295
-261
-1% -$110K 1.45% 17
2023
Q1 		$10.5M Sell
25,556
-75
-0.3% -$30.1K 1.51% 18
2022
Q4 		$10M Buy
25,631
+213
+0.8% +$82.2K 1.46% 18
2022
Q3 		$9.12M Sell
25,418
-906
-3% -$362K 1.46% 18
2022
Q2 		$10.3M Sell
26,324
-530
-2% -$218K 1.55% 19
2022
Q1 		$12.2M Buy
26,854
+29
+0.1% +$13K 1.57% 19
2021
Q4 		$11.8M Sell
26,825
-865
-3% -$399K 1.55% 22
2021
Q3 		$11.9M Buy
27,690
+223
+0.8% +$98.8K 1.52% 19
2021
Q2 		$11.8M Sell
27,467
-4,150
-13% -$1.74M 1.5% 20
2021
Q1 		$12.6M Sell
31,617
-4,065
-11% -$1.57M 1.78% 17
2020
Q4 		$13.4M Buy
+35,682
New +$12.7M 2.12% 13

Other funds holding IVV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
BOF
Bank of Finland Helsinki, Finland $1.54B AUM 15.84% 1-Year Est. Return
FTWA
Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

Anderson Hoagland & Co's IVV Position: Q2 2026 in Review

Anderson Hoagland & Co reduced its iShares Core S&P 500 ETF (IVV) stake by 1.5% in Q2 2026, selling an estimated $269K and leaving 23,629 shares worth $17.7M. The position accounts for 1.39% of the portfolio, ranked #20.

Anderson Hoagland & Co first reported a position in IVV in Q4 2020 and has held it in 23 quarters since. 853 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Anderson Hoagland & Co held 23,629 shares of iShares Core S&P 500 ETF worth $17.7M as of Q2 2026.
  • Anderson Hoagland & Co sold 369 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $269K.
  • iShares Core S&P 500 ETF made up 1.39% of Anderson Hoagland & Co's portfolio in Q2 2026, its #20 holding.
  • Anderson Hoagland & Co first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 23 quarters since.
  • 853 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Anderson Hoagland & Co's 13F filing for Q2 2026, filed 6 Jul 2026.