Hardin Capital Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

Hardin Capital Partners’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	$1.32M	Sell	1,754 -754	-30%	-$549K	0.61%	28
2026 Q1	$1.64M	Sell	2,508 -33	-1%	-$22.5K	0.76%	16
2025 Q4	$1.74M	Buy	2,541 +608	+31%	+$413K	0.82%	14
2025 Q3	$1.29M	Sell	1,933 -8	-0.4%	-$5.15K	0.69%	21
2025 Q2	$1.2M	Sell	1,941 -62	-3%	-$35.6K	0.71%	20
2025 Q1	$1.13M	Sell	2,003 -29	-1%	-$17.1K	0.69%	21
2024 Q4	$1.2M	Hold	2,032	–	–	0.72%	19
2024 Q3	$1.17M	Sell	2,032 -45	-2%	-$25K	0.66%	20
2024 Q2	$1.14M	Buy	+2,077	New	+$1.09M	0.74%	20

Other funds holding IVV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return

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

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Hardin Capital Partners's IVV Position: Q2 2026 in Review

Hardin Capital Partners reduced its iShares Core S&P 500 ETF (IVV) stake by 30% in Q2 2026, selling an estimated $549K and leaving 1,754 shares worth $1.32M. The position accounts for 0.61% of the portfolio, ranked #28.

Hardin Capital Partners first reported a position in IVV in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.74M in Q4 2025. 2,711 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Hardin Capital Partners held 1,754 shares of iShares Core S&P 500 ETF worth $1.32M as of Q2 2026.
Hardin Capital Partners sold 754 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $549K.
iShares Core S&P 500 ETF made up 0.61% of Hardin Capital Partners's portfolio in Q2 2026, its #28 holding.
Hardin Capital Partners first reported a position in iShares Core S&P 500 ETF in Q2 2024 and has held it in 9 quarters since.
Hardin Capital Partners's iShares Core S&P 500 ETF position peaked at $1.74M in Q4 2025.
2,711 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Hardin Capital Partners's 13F filing for Q2 2026, filed 7 Jul 2026.