HFS
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Haverford Financial Services’s iShares Core S&P 500 ETF IVV Stock Holding History

Haverford Financial 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
Q2 		$1.67M Hold
2,232
– – 0.49% 37
2026
Q1 		$1.46M Sell
2,232
-368
-14% -$251K 0.43% 35
2025
Q4 		$1.78M Buy
2,600
+60
+2% +$40.7K 0.5% 34
2025
Q3 		$1.7M Buy
2,540
+120
+5% +$77.3K 0.48% 33
2025
Q2 		$1.5M Hold
2,420
– – 0.44% 32
2025
Q1 		$1.36M Buy
2,420
+1,380
+133% +$815K 0.42% 32
2024
Q4 		$612K Hold
1,040
– – 0.19% 34
2024
Q3 		$600K Hold
1,040
– – 0.17% 35
2024
Q2 		$569K Sell
1,040
-180
-15% -$94.7K 0.17% 34
2024
Q1 		$641K Hold
1,220
– – 0.18% 35
2023
Q4 		$583K Hold
1,220
– – 0.17% 33
2023
Q3 		$524K Hold
1,220
– – 0.17% 33
2023
Q2 		$544K Hold
1,220
– – 0.16% 33
2023
Q1 		$502K Hold
1,220
– – 0.16% 33
2022
Q4 		$469K Buy
1,220
+115
+10% +$44.4K 0.13% 58
2022
Q3 		$396K Hold
1,105
– – 0.12% 57
2022
Q2 		$419K Hold
1,105
– – 0.12% 60
2022
Q1 		$501K Sell
1,105
-254
-19% -$114K 0.12% 60
2021
Q4 		$648K Buy
1,359
+254
+23% +$117K 0.15% 58
2021
Q3 		$476K Sell
1,105
-120
-10% -$53.2K 0.12% 61
2021
Q2 		$527K Hold
1,225
– – 0.13% 57
2021
Q1 		$487K Sell
1,225
-179
-13% -$69.3K 0.13% 53
2020
Q4 		$527K Buy
1,404
+179
+15% +$63.7K 0.14% 51
2020
Q3 		$412K Sell
1,225
-75
-6% -$25K 0.13% 57
2020
Q2 		$403K Hold
1,300
– – 0.14% 55
2020
Q1 		$336K Hold
1,300
– – 0.14% 56
2019
Q4 		$420K Hold
1,300
– – 0.13% 58
2019
Q3 		$388K Buy
1,300
+240
+23% +$71.3K 0.13% 57
2019
Q2 		$312K Sell
1,060
-115
-10% -$33.3K 0.11% 57
2019
Q1 		$334K Buy
+1,175
New +$321K 0.12% 53
2016
Q1 		– Sell
-5,756
Closed -$1.18M – 62
2015
Q4 		$1.18M Buy
+5,756
New +$1.19M 0.5% 31

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Haverford Financial Services's IVV Position: Q2 2026 in Review

Haverford Financial Services held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 2,232 shares worth $1.67M. The position accounts for 0.49% of the portfolio, ranked #37.

Haverford Financial Services first reported a position in IVV in Q4 2015 and has held it in 31 quarters since. The position peaked at $1.78M in Q4 2025. 4,115 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Haverford Financial Services held 2,232 shares of iShares Core S&P 500 ETF worth $1.67M as of Q2 2026.
  • Haverford Financial Services left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
  • iShares Core S&P 500 ETF made up 0.49% of Haverford Financial Services's portfolio in Q2 2026, its #37 holding.
  • Haverford Financial Services first reported a position in iShares Core S&P 500 ETF in Q4 2015 and has held it in 31 quarters since.
  • Haverford Financial Services's iShares Core S&P 500 ETF position peaked at $1.78M in Q4 2025.
  • 4,115 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Haverford Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.