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Harvest Investment Services’s iShares Core S&P 500 ETF IVV Stock Holding History

Harvest Investment Services’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 		$1.37M Sell
2,097
-284
-12% -$194K 0.25% 101
2025
Q4 		$1.63M Buy
2,381
+395
+20% +$268K 0.31% 83
2025
Q3 		$1.33M Sell
1,986
-233
-11% -$150K 0.27% 102
2025
Q2 		$1.38M Buy
2,219
+145
+7% +$83.3K 0.31% 90
2025
Q1 		$1.17M Buy
2,074
+42
+2% +$24.8K 0.32% 75
2024
Q4 		$1.2M Sell
2,032
-13
-0.6% -$7.7K 0.29% 91
2024
Q3 		$1.18M Buy
2,045
+71
+4% +$39.5K 0.38% 73
2024
Q2 		$1.08M Sell
1,974
-29
-1% -$15.2K 0.43% 60
2024
Q1 		$1.05M Buy
2,003
+100
+5% +$50K 0.42% 67
2023
Q4 		$909K Buy
1,903
+204
+12% +$91.3K 0.42% 66
2023
Q3 		$730K Buy
1,699
+417
+33% +$187K 0.47% 63
2023
Q2 		$571K Buy
1,282
+642
+100% +$271K 0.33% 90
2023
Q1 		$263K Hold
640
– – 0.2% 100
2022
Q4 		$246K Hold
640
– – 0.26% 98
2022
Q3 		$229K Sell
640
-687
-52% -$274K 0.28% 99
2022
Q2 		$503K Hold
1,327
– – 0.39% 68
2022
Q1 		$602K Buy
1,327
+8
+0.6% +$3.58K 0.36% 79
2021
Q4 		$629K Buy
1,319
+1
+0.1% +$461 0.27% 113
2021
Q3 		$567K Hold
1,318
– – 0.23% 132
2021
Q2 		$566K Sell
1,318
-32
-2% -$13.4K 0.24% 124
2021
Q1 		$537K Sell
1,350
-601
-31% -$233K 0.24% 123
2020
Q4 		$732K Sell
1,951
-1,417
-42% -$504K 0.38% 75
2020
Q3 		$1.13M Buy
3,368
+1,417
+73% +$472K 0.65% 36
2020
Q2 		$604K Buy
+1,951
New +$573K 0.36% 66
2020
Q1 		– Sell
-1,333
Closed -$430K – 131
2019
Q4 		$430K Buy
+1,333
New +$413K 0.23% 73
2019
Q1 		– Sell
-2,058
Closed -$545K – 158
2018
Q4 		$545K Buy
+2,058
New +$559K 0.5% 46

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Harvest Investment Services's IVV Position: Q1 2026 in Review

Harvest Investment Services reduced its iShares Core S&P 500 ETF (IVV) stake by 12% in Q1 2026, selling an estimated $194K and leaving 2,097 shares worth $1.37M. The position accounts for 0.25% of the portfolio, ranked #101.

Harvest Investment Services first reported a position in IVV in Q4 2018 and has held it in 26 quarters since. The position peaked at $1.63M in Q4 2025. 3,975 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Harvest Investment Services held 2,097 shares of iShares Core S&P 500 ETF worth $1.37M as of Q1 2026.
  • Harvest Investment Services sold 284 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $194K.
  • iShares Core S&P 500 ETF made up 0.25% of Harvest Investment Services's portfolio in Q1 2026, its #101 holding.
  • Harvest Investment Services first reported a position in iShares Core S&P 500 ETF in Q4 2018 and has held it in 26 quarters since.
  • Harvest Investment Services's iShares Core S&P 500 ETF position peaked at $1.63M in Q4 2025.
  • 3,975 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Harvest Investment Services's 13F filing for Q1 2026, filed 15 May 2026.