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Hantz Financial Services’s iShares Core S&P 500 ETF IVV Stock Holding History

Hantz Financial 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
Q1 		$392M Buy
599,552
+122,823
+26% +$83.9M 5.97% 1
2025
Q4 		$327M Buy
476,729
+104,422
+28% +$70.9M 4.81% 1
2025
Q3 		$249M Buy
372,307
+65,830
+21% +$42.4M 3.77% 3
2025
Q2 		$190M Buy
306,477
+50,972
+20% +$29.3M 3.08% 6
2025
Q1 		$144M Buy
255,505
+48,496
+23% +$28.6M 2.53% 7
2024
Q4 		$122M Buy
207,009
+48,419
+31% +$28.7M 2.12% 8
2024
Q3 		$91.5M Buy
158,590
+16,629
+12% +$9.25M 1.62% 11
2024
Q2 		$77.7M Sell
141,961
-13,466
-9% -$7.08M 1.49% 10
2024
Q1 		$81.7M Sell
155,427
-9,755
-6% -$4.88M 1.59% 9
2023
Q4 		$78.9M Sell
165,182
-7,062
-4% -$3.16M 1.72% 4
2023
Q3 		$74M Buy
172,244
+7,265
+4% +$3.25M 1.88% 4
2023
Q2 		$73.5M Buy
164,979
+32,507
+25% +$13.7M 1.84% 3
2023
Q1 		$54.5M Buy
132,472
+30,153
+29% +$12.1M 1.49% 5
2022
Q4 		$39.3M Buy
102,319
+38,973
+62% +$15M 1.19% 11
2022
Q3 		$22.7M Buy
63,346
+27,562
+77% +$11M 0.78% 26
2022
Q2 		$13.6M Buy
35,784
+19,275
+117% +$7.93M 0.46% 52
2022
Q1 		$7.49M Buy
16,509
+15,293
+1,258% +$6.84M 0.22% 136
2021
Q4 		$580K Sell
1,216
-295
-20% -$136K 0.02% 424
2021
Q3 		$651K Buy
+1,511
New +$670K 0.02% 382

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
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Hantz Financial Services's IVV Position: Q1 2026 in Review

Hantz Financial Services increased its iShares Core S&P 500 ETF (IVV) stake by 26% in Q1 2026, buying an estimated $83.9M and bringing the position to 599,552 shares worth $392M. The position accounts for 5.97% of the portfolio, ranked #1.

Hantz Financial Services first reported a position in IVV in Q3 2021 and has held it in 19 quarters since. 3,975 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Hantz Financial Services held 599,552 shares of iShares Core S&P 500 ETF worth $392M as of Q1 2026.
  • Hantz Financial Services bought 122,823 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $83.9M.
  • iShares Core S&P 500 ETF made up 5.97% of Hantz Financial Services's portfolio in Q1 2026, its #1 holding.
  • Hantz Financial Services first reported a position in iShares Core S&P 500 ETF in Q3 2021 and has held it in 19 quarters since.
  • 3,975 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Hantz Financial Services's 13F filing for Q1 2026, filed 1 May 2026.