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Harbor Investment Advisory’s iShares Core S&P 500 ETF IVV Stock Holding History

Harbor Investment Advisory’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 		$18.6M Buy
24,813
+112
+0.5% +$81.6K 1.3% 9
2026
Q1 		$16.1M Buy
24,701
+198
+0.8% +$135K 1.27% 9
2025
Q4 		$16.8M Buy
24,503
+6,610
+37% +$4.49M 1.26% 9
2025
Q3 		$12M Sell
17,893
-582
-3% -$375K 0.99% 17
2025
Q2 		$11.5M Sell
18,475
-371
-2% -$213K 1.02% 17
2025
Q1 		$10.6M Sell
18,846
-1,083
-5% -$640K 1.03% 15
2024
Q4 		$11.7M Buy
19,929
+399
+2% +$236K 1.1% 14
2024
Q3 		$11.3M Sell
19,530
-169
-0.9% -$94K 1.11% 12
2024
Q2 		$10.8M Sell
19,699
-364
-2% -$191K 1.12% 12
2024
Q1 		$10.5M Sell
20,063
-468
-2% -$234K 1.1% 13
2023
Q4 		$9.81M Sell
20,531
-252
-1% -$113K 1.13% 12
2023
Q3 		$8.92M Sell
20,783
-396
-2% -$177K 1.17% 11
2023
Q2 		$9.44M Sell
21,179
-158
-0.7% -$66.6K 1.31% 11
2023
Q1 		$8.77M Sell
21,337
-1,435
-6% -$575K 1.31% 11
2022
Q4 		$8.75M Sell
22,772
-477
-2% -$184K 1.37% 8
2022
Q3 		$8.34M Sell
23,249
-213
-0.9% -$85.1K 1.37% 8
2022
Q2 		$8.9M Sell
23,462
-503
-2% -$207K 1.43% 9
2022
Q1 		$10.9M Sell
23,965
-711
-3% -$318K 1.44% 8
2021
Q4 		$11.8M Sell
24,676
-1,172
-5% -$540K 1.49% 8
2021
Q3 		$11.1M Sell
25,848
-641
-2% -$284K 1.51% 8
2021
Q2 		$11.4M Sell
26,489
-698
-3% -$292K 1.54% 9
2021
Q1 		$10.8M Sell
27,187
-1,372
-5% -$531K 1.63% 7
2020
Q4 		$10.7M Sell
28,559
-278
-1% -$99K 1.72% 7
2020
Q3 		$9.69M Sell
28,837
-34
-0.1% -$11.3K 1.85% 8
2020
Q2 		$8.94M Buy
28,871
+87
+0.3% +$25.5K 1.9% 7
2020
Q1 		$7.44M Sell
28,784
-391
-1% -$120K 2% 8
2019
Q4 		$9.43M Buy
+29,175
New +$9.03M 2.17% 7

Other funds holding IVV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
BOF
Bank of Finland Helsinki, Finland $1.54B AUM 15.84% 1-Year Est. Return
FTWA
Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

Harbor Investment Advisory's IVV Position: Q2 2026 in Review

Harbor Investment Advisory increased its iShares Core S&P 500 ETF (IVV) stake by 0.45% in Q2 2026, buying an estimated $81.6K and bringing the position to 24,813 shares worth $18.6M. The position accounts for 1.3% of the portfolio, ranked #9.

Harbor Investment Advisory first reported a position in IVV in Q4 2019 and has held it in 27 quarters since. 853 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Harbor Investment Advisory held 24,813 shares of iShares Core S&P 500 ETF worth $18.6M as of Q2 2026.
  • Harbor Investment Advisory bought 112 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $81.6K.
  • iShares Core S&P 500 ETF made up 1.3% of Harbor Investment Advisory's portfolio in Q2 2026, its #9 holding.
  • Harbor Investment Advisory first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 27 quarters since.
  • 853 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.