HIMS
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Hager Investment Management Services’s iShares Core S&P 500 ETF IVV Stock Holding History

Hager Investment Management Services’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 		$71.9K Sell
96
-3
-3% -$2.19K 0.03% 134
2026
Q1 		$64.7K Hold
99
– – 0.04% 133
2025
Q4 		$67.8K Hold
99
– – 0.04% 132
2025
Q3 		$66.3K Hold
99
– – 0.04% 133
2025
Q2 		$61.5K Buy
+99
New +$56.8K 0.04% 128

Other funds holding IVV

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Portfolio Solutions
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
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Hager Investment Management Services's IVV Position: Q2 2026 in Review

Hager Investment Management Services reduced its iShares Core S&P 500 ETF (IVV) stake by 3% in Q2 2026, selling an estimated $2.19K and leaving 96 shares worth $71.9K. The position accounts for 0.03% of the portfolio, ranked #134.

Hager Investment Management Services first reported a position in IVV in Q2 2025 and has held it in 5 quarters since. 1,947 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Hager Investment Management Services held 96 shares of iShares Core S&P 500 ETF worth $71.9K as of Q2 2026.
  • Hager Investment Management Services sold 3 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $2.19K.
  • iShares Core S&P 500 ETF made up 0.03% of Hager Investment Management Services's portfolio in Q2 2026, its #134 holding.
  • Hager Investment Management Services first reported a position in iShares Core S&P 500 ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,947 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Hager Investment Management Services's 13F filing for Q2 2026, filed 20 Jul 2026.