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Halter Ferguson Financial’s iShares Core S&P 500 ETF IVV Stock Holding History

Halter Ferguson Financial’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
2025
Q2 		– Sell
-632
Closed -$355K – 32
2025
Q1 		$355K Buy
632
+2
+0.3% +$1.18K 0.18% 25
2024
Q4 		$371K Buy
+630
New +$373K 0.15% 27

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Halter Ferguson Financial's IVV Position: Q2 2025 in Review

Halter Ferguson Financial sold out of iShares Core S&P 500 ETF (IVV) in Q2 2025, closing a stake of 632 shares — an estimated $355K sold.

Halter Ferguson Financial first reported a position in IVV in Q4 2024 and held it in 2 quarters. The position peaked at $371K in Q4 2024. 3,616 funds tracked by Wall St. Rank hold IVV as of Q2 2025.

  • Halter Ferguson Financial reported no remaining iShares Core S&P 500 ETF position as of Q2 2025 after selling out during the quarter.
  • Halter Ferguson Financial sold 632 iShares Core S&P 500 ETF shares in Q2 2025, an estimated $355K.
  • Halter Ferguson Financial first reported a position in iShares Core S&P 500 ETF in Q4 2024 and held it in 2 quarters.
  • Halter Ferguson Financial's iShares Core S&P 500 ETF position peaked at $371K in Q4 2024.
  • 3,616 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2025.

Based on Halter Ferguson Financial's 13F filing for Q2 2025, filed 11 Jul 2025.