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

Hartford Funds 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	$2.42M	Sell	3,702 -2,244	-38%	-$1.53M	0.21%	24
2025 Q4	$4.07M	Buy	5,946 +5,644	+1,869%	+$3.83M	0.33%	16
2025 Q3	$202K	Sell	302 -184	-38%	-$119K	0.02%	95
2025 Q2	$302K	Sell	486 -1,406	-74%	-$807K	0.03%	94
2025 Q1	$1.06M	Buy	1,892 +466	+33%	+$275K	0.1%	43
2024 Q4	$839K	Buy	1,426 +1,058	+288%	+$626K	0.08%	52
2024 Q3	$213K	Sell	368 -307	-45%	-$171K	0.02%	94
2024 Q2	$369K	Buy	+675	New	+$355K	0.03%	86
2024 Q1	–	Sell	-504	Closed	-$241K	–	94
2023 Q4	$241K	Buy	+504	New	+$226K	0.02%	87
2023 Q2	–	Sell	-1,023	Closed	-$421K	–	92
2023 Q1	$421K	Sell	1,023 -6	-0.6%	-$2.41K	0.04%	33
2022 Q4	$395K	Buy	+1,029	New	+$397K	0.04%	32

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 Funds Management's IVV Position: Q1 2026 in Review

Hartford Funds Management reduced its iShares Core S&P 500 ETF (IVV) stake by 38% in Q1 2026, selling an estimated $1.53M and leaving 3,702 shares worth $2.42M. The position accounts for 0.21% of the portfolio, ranked #24.

Hartford Funds Management first reported a position in IVV in Q4 2022 and has held it in 11 quarters since. The position peaked at $4.07M in Q4 2025. 3,978 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Hartford Funds Management held 3,702 shares of iShares Core S&P 500 ETF worth $2.42M as of Q1 2026.
Hartford Funds Management sold 2,244 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $1.53M.
iShares Core S&P 500 ETF made up 0.21% of Hartford Funds Management's portfolio in Q1 2026, its #24 holding.
Hartford Funds Management first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 11 quarters since.
Hartford Funds Management's iShares Core S&P 500 ETF position peaked at $4.07M in Q4 2025.
3,978 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Hartford Funds Management's 13F filing for Q1 2026, filed 4 May 2026.