HWM
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Hassell Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Hassell Wealth 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
Q2 		$486K Sell
649
-3
-0.5% -$2.19K 0.15% 27
2026
Q1 		$426K Buy
652
+3
+0.5% +$2.05K 0.14% 27
2025
Q4 		$451K Sell
649
-8
-1% -$5.43K 0.15% 24
2025
Q3 		$440K Hold
657
– – 0.15% 24
2025
Q2 		$419K Sell
657
-32
-5% -$18.4K 0.15% 23
2025
Q1 		$373K Sell
689
-11
-2% -$6.5K 0.16% 24
2024
Q4 		$425K Hold
700
– – 0.17% 24
2024
Q3 		$400K Buy
700
+18
+3% +$10K 0.17% 25
2024
Q2 		$372K Sell
682
-15
-2% -$7.89K 0.17% 25
2024
Q1 		$354K Buy
+697
New +$349K 0.22% 24

Other funds holding IVV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Hassell Wealth Management's IVV Position: Q2 2026 in Review

Hassell Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 0.46% in Q2 2026, selling an estimated $2.19K and leaving 649 shares worth $486K. The position accounts for 0.15% of the portfolio, ranked #27.

Hassell Wealth Management first reported a position in IVV in Q1 2024 and has held it in 10 quarters since. 1,526 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Hassell Wealth Management held 649 shares of iShares Core S&P 500 ETF worth $486K as of Q2 2026.
  • Hassell Wealth Management sold 3 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $2.19K.
  • iShares Core S&P 500 ETF made up 0.15% of Hassell Wealth Management's portfolio in Q2 2026, its #27 holding.
  • Hassell Wealth Management first reported a position in iShares Core S&P 500 ETF in Q1 2024 and has held it in 10 quarters since.
  • 1,526 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Hassell Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.