H&H Retirement Design & Management’s iShares Core S&P 500 ETF IVV Stock Holding History

H&H Retirement Design & Management’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	$755K	Sell	1,029 -36	-3%	-$26.2K	0.34%	48
2026 Q1	$771K	Buy	1,065 +7	+0.7%	+$4.78K	0.36%	49
2025 Q4	$739K	Buy	1,058 +4	+0.4%	+$2.72K	0.38%	46
2025 Q3	$722K	Hold	1,054	–	–	0.38%	44
2025 Q2	$666K	Buy	1,054 +660	+168%	+$379K	0.37%	47
2025 Q1	$203K	Hold	394	–	–	0.14%	72
2024 Q4	$237K	Buy	394 +6	+2%	+$3.55K	0.14%	72
2024 Q3	$226K	Hold	388	–	–	0.13%	71
2024 Q2	$216K	Buy	+388	New	+$204K	0.13%	83
2023 Q1	–	Sell	-5,987	Closed	-$2.4M	–	76
2022 Q4	$2.4M	Buy	5,987 +1,165	+24%	+$450K	2.02%	14
2022 Q3	$1.73M	Buy	4,822 +428	+10%	+$171K	1.63%	17
2022 Q2	$1.81M	Buy	+4,394	New	+$1.81M	1.33%	20
2020 Q3	–	Sell	-5,531	Closed	-$1.71M	–	47
2020 Q2	$1.71M	Buy	5,531 +1,045	+23%	+$307K	1.52%	22
2020 Q1	$1.16M	Buy	+4,486	New	+$1.37M	1.1%	24

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

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

H&H Retirement Design & Management's IVV Position: Q2 2026 in Review

H&H Retirement Design & Management reduced its iShares Core S&P 500 ETF (IVV) stake by 3.4% in Q2 2026, selling an estimated $26.2K and leaving 1,029 shares worth $755K. The position accounts for 0.34% of the portfolio, ranked #48.

H&H Retirement Design & Management first reported a position in IVV in Q1 2020 and has held it in 14 quarters since. The position peaked at $2.4M in Q4 2022. 4,085 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

H&H Retirement Design & Management held 1,029 shares of iShares Core S&P 500 ETF worth $755K as of Q2 2026.
H&H Retirement Design & Management sold 36 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $26.2K.
iShares Core S&P 500 ETF made up 0.34% of H&H Retirement Design & Management's portfolio in Q2 2026, its #48 holding.
H&H Retirement Design & Management first reported a position in iShares Core S&P 500 ETF in Q1 2020 and has held it in 14 quarters since.
H&H Retirement Design & Management's iShares Core S&P 500 ETF position peaked at $2.4M in Q4 2022.
4,085 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on H&H Retirement Design & Management's 13F filing for Q2 2026, filed 31 Jul 2026.