Harper Investing’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$252K Buy
337
+17
+5% +$12.4K 0.09% 77
2026
Q1
$209K Hold
320
0.09% 74
2025
Q4
$219K Buy
320
+3
+0.9% +$2.04K 0.09% 64
2025
Q3
$212K Sell
317
-311
-50% -$200K 0.1% 62
2025
Q2
$390K Buy
+628
New +$361K 0.22% 50
2024
Q3
Sell
-389
Closed -$213K 50
2024
Q2
$213K Buy
+389
New +$205K 0.21% 42

Other funds holding IVV

Harper Investing's IVV Position: Q2 2026 in Review

Harper Investing increased its iShares Core S&P 500 ETF (IVV) stake by 5.3% in Q2 2026, buying an estimated $12.4K and bringing the position to 337 shares worth $252K. The position accounts for 0.09% of the portfolio, ranked #77.

Harper Investing first reported a position in IVV in Q2 2024 and has held it in 6 quarters since. The position peaked at $390K in Q2 2025. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Harper Investing held 337 shares of iShares Core S&P 500 ETF worth $252K as of Q2 2026.
  • Harper Investing bought 17 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $12.4K.
  • iShares Core S&P 500 ETF made up 0.09% of Harper Investing's portfolio in Q2 2026, its #77 holding.
  • Harper Investing first reported a position in iShares Core S&P 500 ETF in Q2 2024 and has held it in 6 quarters since.
  • Harper Investing's iShares Core S&P 500 ETF position peaked at $390K in Q2 2025.
  • 4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Harper Investing's 13F filing for Q2 2026, filed 22 Jul 2026.