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Harrell Investment Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

Harrell Investment 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 		$978K Hold
1,306
– – 0.21% 82
2026
Q1 		$853K Sell
1,306
-61
-4% -$41.7K 0.2% 83
2025
Q4 		$936K Buy
1,367
+80
+6% +$54.3K 0.22% 73
2025
Q3 		$861K Sell
1,287
-1
-0.1% -$644 0.2% 70
2025
Q2 		$800K Sell
1,288
-111
-8% -$63.7K 0.2% 72
2025
Q1 		$786K Sell
1,399
-97
-6% -$57.3K 0.23% 64
2024
Q4 		$881K Sell
1,496
-33
-2% -$19.5K 0.25% 66
2024
Q3 		$882K Sell
1,529
-273
-15% -$152K 0.25% 66
2024
Q2 		$986K Sell
1,802
-360
-17% -$189K 0.29% 66
2024
Q1 		$1.14M Sell
2,162
-79
-4% -$39.5K 0.34% 62
2023
Q4 		$1.07M Sell
2,241
-377
-14% -$169K 0.33% 63
2023
Q3 		$1.12M Sell
2,618
-58
-2% -$25.9K 0.38% 60
2023
Q2 		$1.19M Buy
2,676
+573
+27% +$241K 0.4% 58
2023
Q1 		$865K Sell
2,103
-348
-14% -$140K 0.31% 59
2022
Q4 		$942K Buy
2,451
+135
+6% +$52.1K 0.37% 59
2022
Q3 		$831K Buy
+2,316
New +$925K 0.35% 60

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 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

Harrell Investment Partners's IVV Position: Q2 2026 in Review

Harrell Investment Partners held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 1,306 shares worth $978K. The position accounts for 0.21% of the portfolio, ranked #82.

Harrell Investment Partners first reported a position in IVV in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.19M in Q2 2023. 2,171 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Harrell Investment Partners held 1,306 shares of iShares Core S&P 500 ETF worth $978K as of Q2 2026.
  • Harrell Investment Partners left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
  • iShares Core S&P 500 ETF made up 0.21% of Harrell Investment Partners's portfolio in Q2 2026, its #82 holding.
  • Harrell Investment Partners first reported a position in iShares Core S&P 500 ETF in Q3 2022 and has held it in 16 quarters since.
  • Harrell Investment Partners's iShares Core S&P 500 ETF position peaked at $1.19M in Q2 2023.
  • 2,171 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Harrell Investment Partners's 13F filing for Q2 2026, filed 9 Jul 2026.