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Cooper/Haims Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Cooper/Haims 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
Q1 		– Sell
-7,500
Closed -$41.7K – 107
2025
Q4 		$41.7K Buy
+7,500
New +$5.09M 0.02% 100

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Cooper/Haims Advisors's IVV Position: Q2 2026 in Review

Cooper/Haims Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 0.06% in Q2 2026, selling an estimated $12.4K and leaving 27,945 shares worth $20.9M. The position accounts for 9% of the portfolio, ranked #3.

Cooper/Haims Advisors first reported a position in IVV in Q4 2017 and has held it in 35 quarters since. The position peaked at $24M in Q3 2021. 4,111 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Cooper/Haims Advisors held 27,945 shares of iShares Core S&P 500 ETF worth $20.9M as of Q2 2026.
  • Cooper/Haims Advisors sold 17 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $12.4K.
  • iShares Core S&P 500 ETF made up 9% of Cooper/Haims Advisors's portfolio in Q2 2026, its #3 holding.
  • Cooper/Haims Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2017 and has held it in 35 quarters since.
  • Cooper/Haims Advisors's iShares Core S&P 500 ETF position peaked at $24M in Q3 2021.
  • 4,111 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Cooper/Haims Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.