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

Hapanowicz & Associates 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
2025
Q3 		– Sell
-521
Closed -$323K – 35
2025
Q2 		$323K Hold
521
– – 0.16% 25
2025
Q1 		$293K Buy
+521
New +$308K 0.16% 25
2017
Q3 		– Sell
-6,275
Closed -$1.53M – 17
2017
Q2 		$1.53M Buy
+6,275
New +$1.51M 1.28% 9

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Hapanowicz & Associates Financial Services's IVV Position: Q3 2025 in Review

Hapanowicz & Associates Financial Services sold out of iShares Core S&P 500 ETF (IVV) in Q3 2025, closing a stake of 521 shares — an estimated $323K sold.

Hapanowicz & Associates Financial Services first reported a position in IVV in Q2 2017 and held it in 3 quarters. The position peaked at $1.53M in Q2 2017. 3,676 funds tracked by Wall St. Rank hold IVV as of Q3 2025.

  • Hapanowicz & Associates Financial Services reported no remaining iShares Core S&P 500 ETF position as of Q3 2025 after selling out during the quarter.
  • Hapanowicz & Associates Financial Services sold 521 iShares Core S&P 500 ETF shares in Q3 2025, an estimated $323K.
  • Hapanowicz & Associates Financial Services first reported a position in iShares Core S&P 500 ETF in Q2 2017 and held it in 3 quarters.
  • Hapanowicz & Associates Financial Services's iShares Core S&P 500 ETF position peaked at $1.53M in Q2 2017.
  • 3,676 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2025.

Based on Hapanowicz & Associates Financial Services's 13F filing for Q3 2025, filed 12 Nov 2025.