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 Q3	$495K	Sell	646 -3	-0.5%	-$2.29K	0.15%	26
2026 Q2	$486K	Sell	649 -3	-0.5%	-$2.18K	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

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Alaska Permanent Fund Juneau, Alaska $1.27B AUM 16.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Hassell Wealth Management's IVV Position: Q3 2026 in Review

Hassell Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 0.46% in Q3 2026, selling an estimated $2.29K and leaving 646 shares worth $495K. The position accounts for 0.15% of the portfolio, ranked #26.

Hassell Wealth Management first reported a position in IVV in Q1 2024 and has held it in 11 quarters since. 1,646 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Hassell Wealth Management held 646 shares of iShares Core S&P 500 ETF worth $495K as of Q3 2026.
Hassell Wealth Management sold 3 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $2.29K.
iShares Core S&P 500 ETF made up 0.15% of Hassell Wealth Management's portfolio in Q3 2026, its #26 holding.
Hassell Wealth Management first reported a position in iShares Core S&P 500 ETF in Q1 2024 and has held it in 11 quarters since.
1,646 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Hassell Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.