Hartford Financial Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Hartford Financial Management’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 Q1	$70.5K	Hold	108	–	–	0.02%	174
2025 Q4	$73.7K	Buy	108 +1	+0.9%	+$679	0.02%	169
2025 Q3	$71.8K	Hold	107	–	–	0.02%	168
2025 Q2	$66.4K	Hold	107	–	–	0.02%	176
2025 Q1	$60.1K	Hold	107	–	–	0.01%	200
2024 Q4	$63K	Hold	107	–	–	0.01%	201
2024 Q3	$61.7K	Hold	107	–	–	0.01%	207
2024 Q2	$58.5K	Hold	107	–	–	0.01%	209
2024 Q1	$56.2K	Hold	107	–	–	0.01%	216
2023 Q4	$51.1K	Hold	107	–	–	0.01%	219
2023 Q3	$45.9K	Hold	107	–	–	0.01%	219
2023 Q2	$47.7K	Hold	107	–	–	0.01%	218
2023 Q1	$44K	Hold	107	–	–	0.01%	219
2022 Q4	$41.1K	Hold	107	–	–	0.01%	218
2022 Q3	$38K	Hold	107	–	–	0.01%	219
2022 Q2	$41K	Hold	107	–	–	0.01%	214
2022 Q1	$49K	Hold	107	–	–	0.01%	219
2021 Q4	$51K	Hold	107	–	–	0.01%	214
2021 Q3	$46K	Hold	107	–	–	0.01%	212
2021 Q2	$46K	Hold	107	–	–	0.01%	212
2021 Q1	$43K	Hold	107	–	–	0.01%	209
2020 Q4	$40K	Hold	107	–	–	0.01%	215
2020 Q3	$36K	Hold	107	–	–	0.01%	209
2020 Q2	$33K	Hold	107	–	–	0.01%	214
2020 Q1	$28K	Hold	107	–	–	0.01%	217
2019 Q4	$35K	Hold	107	–	–	0.01%	230
2019 Q3	$32K	Hold	107	–	–	0.01%	233
2019 Q2	$32K	Hold	107	–	–	0.01%	233
2019 Q1	$30K	Hold	107	–	–	0.01%	235
2018 Q4	$27K	Hold	107	–	–	0.01%	245
2018 Q3	$31K	Hold	107	–	–	0.01%	255
2018 Q2	$29K	Buy	+107	New	+$29.1K	0.01%	261
2017 Q4	–	Sell	-105	Closed	-$26K	–	364
2017 Q3	$26K	Buy	+105	New	+$26.1K	0.01%	225

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Hartford Financial Management's IVV Position: Q1 2026 in Review

Hartford Financial Management held its iShares Core S&P 500 ETF (IVV) position steady in Q1 2026 at 108 shares worth $70.5K. The position accounts for 0.02% of the portfolio, ranked #174.

Hartford Financial Management first reported a position in IVV in Q3 2017 and has held it in 33 quarters since. The position peaked at $73.7K in Q4 2025. 3,975 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Hartford Financial Management held 108 shares of iShares Core S&P 500 ETF worth $70.5K as of Q1 2026.
Hartford Financial Management left its iShares Core S&P 500 ETF share count unchanged in Q1 2026.
iShares Core S&P 500 ETF made up 0.02% of Hartford Financial Management's portfolio in Q1 2026, its #174 holding.
Hartford Financial Management first reported a position in iShares Core S&P 500 ETF in Q3 2017 and has held it in 33 quarters since.
Hartford Financial Management's iShares Core S&P 500 ETF position peaked at $73.7K in Q4 2025.
3,975 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Hartford Financial Management's 13F filing for Q1 2026, filed 16 Apr 2026.