HCA
IVV icon

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

Harpswell 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
2025
Q4 		– Sell
-1,119
Closed -$749K – 40
2025
Q3 		$749K Buy
+1,119
New +$721K 0.71% 19

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Marshall Wace
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Royal Bank of Canada
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Envestnet Asset Management
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Morgan Stanley
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Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
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Wells Fargo
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Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return