Harbour Capital Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Harbour Capital Advisors’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	$4.48M	Buy	5,914 +15	+0.3%	+$10.9K	0.82%	27
2026 Q1	$4.21M	Buy	5,899 +20	+0.3%	+$13.7K	0.8%	31
2025 Q4	$4.03M	Buy	5,879 +41	+0.7%	+$27.8K	0.82%	33
2025 Q3	$3.93M	Sell	5,838 -278	-5%	-$179K	0.8%	34
2025 Q2	$3.81M	Buy	6,116 +207	+4%	+$119K	0.8%	34
2025 Q1	$3.19M	Buy	5,909 +325	+6%	+$192K	0.79%	33
2024 Q4	$3.32M	Sell	5,584 -26	-0.5%	-$15.4K	0.74%	36
2024 Q3	$3.25M	Sell	5,610 -5	-0.1%	-$2.78K	0.75%	36
2024 Q2	$3.08M	Buy	5,615 +142	+3%	+$74.7K	0.73%	39
2024 Q1	$2.85M	Sell	5,473 -21	-0.4%	-$10.5K	0.71%	40
2023 Q4	$2.59M	Sell	5,494 -160	-3%	-$71.6K	0.71%	38
2023 Q3	$2.43M	Buy	5,654 +369	+7%	+$165K	0.73%	38
2023 Q2	$2.36M	Sell	5,285 -84	-2%	-$35.4K	0.7%	39
2023 Q1	$2.21M	Sell	5,369 -41	-0.8%	-$16.4K	0.67%	41
2022 Q4	$2.07M	Buy	5,410 +39	+0.7%	+$15.1K	0.7%	45
2022 Q3	$1.94M	Buy	5,371 +289	+6%	+$115K	0.67%	44
2022 Q2	$1.93M	Buy	5,082 +345	+7%	+$142K	0.63%	51
2022 Q1	$2.15M	Buy	4,737 +410	+9%	+$183K	0.59%	55
2021 Q4	$2.06M	Buy	4,327 +833	+24%	+$384K	0.51%	59
2021 Q3	$1.5M	Buy	3,494 +441	+14%	+$195K	0.4%	70
2021 Q2	$1.31M	Buy	3,053 +531	+21%	+$222K	0.35%	81
2021 Q1	$1M	Buy	+2,522	New	+$976K	0.3%	90
2020 Q4	–	Sell	-2,395	Closed	-$805K	–	133
2020 Q3	$805K	Buy	2,395 +115	+5%	+$38.3K	0.29%	90
2020 Q2	$706K	Buy	2,280 +50	+2%	+$14.7K	0.29%	93
2020 Q1	$576K	Sell	2,230 -5	-0.2%	-$1.53K	0.29%	96
2019 Q4	$722K	Buy	2,235 +615	+38%	+$190K	0.28%	93
2019 Q3	$484K	Buy	1,620 +335	+26%	+$99.6K	0.2%	123
2019 Q2	$379K	Buy	1,285 +160	+14%	+$46.4K	0.16%	146
2019 Q1	$320K	Buy	1,125 +27	+2%	+$7.38K	0.14%	155
2018 Q4	$276K	Buy	+1,098	New	+$298K	0.14%	162
2018 Q3	–	Sell	-1,033	Closed	-$283K	–	215
2018 Q2	$283K	Sell	1,033 -40	-4%	-$10.9K	0.12%	183
2018 Q1	$285K	Buy	+1,073	New	+$295K	0.12%	192
2017 Q2	–	Sell	-333	Closed	-$79K	–	418
2017 Q1	$79K	Buy	+333	New	+$77.9K	0.04%	322

Other funds holding IVV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return

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

Harbour Capital Advisors's IVV Position: Q2 2026 in Review

Harbour Capital Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 0.25% in Q2 2026, buying an estimated $10.9K and bringing the position to 5,914 shares worth $4.48M. The position accounts for 0.82% of the portfolio, ranked #27.

Harbour Capital Advisors first reported a position in IVV in Q1 2017 and has held it in 33 quarters since. 2,254 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Harbour Capital Advisors held 5,914 shares of iShares Core S&P 500 ETF worth $4.48M as of Q2 2026.
Harbour Capital Advisors bought 15 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $10.9K.
iShares Core S&P 500 ETF made up 0.82% of Harbour Capital Advisors's portfolio in Q2 2026, its #27 holding.
Harbour Capital Advisors first reported a position in iShares Core S&P 500 ETF in Q1 2017 and has held it in 33 quarters since.
2,254 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Harbour Capital Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.