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 Q3	$1.91M	Buy	2,494 +740	+42%	+$565K	0.93%	15
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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Hardin Capital Partners's IVV Position: Q3 2026 in Review

Hardin Capital Partners increased its iShares Core S&P 500 ETF (IVV) stake by 42% in Q3 2026, buying an estimated $565K and bringing the position to 2,494 shares worth $1.91M. The position accounts for 0.93% of the portfolio, ranked #15.

Hardin Capital Partners first reported a position in IVV in Q2 2024 and has held it in 10 quarters since. 3,647 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Hardin Capital Partners held 2,494 shares of iShares Core S&P 500 ETF worth $1.91M as of Q3 2026.
Hardin Capital Partners bought 740 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $565K.
iShares Core S&P 500 ETF made up 0.93% of Hardin Capital Partners's portfolio in Q3 2026, its #15 holding.
Hardin Capital Partners first reported a position in iShares Core S&P 500 ETF in Q2 2024 and has held it in 10 quarters since.
3,647 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Hardin Capital Partners's 13F filing for Q3 2026, filed 9 Oct 2026.