Andrew Hill Investment Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Andrew Hill Investment Advisors’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	$602K	Sell	803 -3	-0.4%	-$2.19K	0.45%	43
2026 Q1	$527K	Sell	806 -70	-8%	-$47.8K	0.47%	42
2025 Q4	$601K	Buy	876 +53	+6%	+$36K	0.46%	34
2025 Q3	$551K	Sell	823 -41	-5%	-$26.4K	0.43%	37
2025 Q2	$537K	Sell	864 -128	-13%	-$73.5K	0.43%	39
2025 Q1	$558K	Sell	992 -350	-26%	-$207K	0.54%	34
2024 Q4	$791K	Sell	1,342 -177	-12%	-$105K	0.59%	36
2024 Q3	$876K	Sell	1,519 -7	-0.5%	-$3.89K	0.66%	36
2024 Q2	$835K	Sell	1,526 -28	-2%	-$14.7K	0.69%	32
2024 Q1	$817K	Buy	1,554 +116	+8%	+$58K	0.72%	35
2023 Q4	$687K	Buy	+1,438	New	+$644K	0.72%	35
2022 Q3	$438K	Sell	1,224 -4	-0.3%	-$1.6K	0.59%	32
2022 Q2	$465K	Buy	1,228 +129	+12%	+$53.1K	0.67%	34
2022 Q1	$498K	Sell	1,099 -59	-5%	-$26.4K	0.55%	39
2021 Q4	$552K	Buy	+1,158	New	+$534K	0.52%	40

Other funds holding IVV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

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

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Andrew Hill Investment Advisors's IVV Position: Q2 2026 in Review

Andrew Hill Investment Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 0.37% in Q2 2026, selling an estimated $2.19K and leaving 803 shares worth $602K. The position accounts for 0.45% of the portfolio, ranked #43.

Andrew Hill Investment Advisors first reported a position in IVV in Q4 2021 and has held it in 15 quarters since. The position peaked at $876K in Q3 2024. 1,526 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Andrew Hill Investment Advisors held 803 shares of iShares Core S&P 500 ETF worth $602K as of Q2 2026.
Andrew Hill Investment Advisors sold 3 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $2.19K.
iShares Core S&P 500 ETF made up 0.45% of Andrew Hill Investment Advisors's portfolio in Q2 2026, its #43 holding.
Andrew Hill Investment Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 15 quarters since.
Andrew Hill Investment Advisors's iShares Core S&P 500 ETF position peaked at $876K in Q3 2024.
1,526 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Andrew Hill Investment Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.