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Harbour Investment Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Harbour Investment Management’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 		$704K Sell
940
-1
-0.1% -$728 0.36% 64
2026
Q1 		$615K Hold
941
– – 0.33% 71
2025
Q4 		$645K Sell
941
-32
-3% -$21.7K 0.34% 67
2025
Q3 		$651K Buy
+973
New +$627K 0.28% 69

Other funds holding IVV

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Envestnet Portfolio Solutions
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
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

Harbour Investment Management's IVV Position: Q2 2026 in Review

Harbour Investment Management reduced its iShares Core S&P 500 ETF (IVV) stake by 0.11% in Q2 2026, selling an estimated $728 and leaving 940 shares worth $704K. The position accounts for 0.36% of the portfolio, ranked #64.

Harbour Investment Management first reported a position in IVV in Q3 2025 and has held it in 4 quarters since. 1,763 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Harbour Investment Management held 940 shares of iShares Core S&P 500 ETF worth $704K as of Q2 2026.
  • Harbour Investment Management sold 1 iShares Core S&P 500 ETF share in Q2 2026, an estimated $728.
  • iShares Core S&P 500 ETF made up 0.36% of Harbour Investment Management's portfolio in Q2 2026, its #64 holding.
  • Harbour Investment Management first reported a position in iShares Core S&P 500 ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,763 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Harbour Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.