HFS
IVV icon

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
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 $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

Haverford Financial Services's IVV Position: Q1 2026 in Review

Haverford Financial Services reduced its iShares Core S&P 500 ETF (IVV) stake by 14% in Q1 2026, selling an estimated $251K and leaving 2,232 shares worth $1.46M. The position accounts for 0.43% of the portfolio, ranked #35.

Haverford Financial Services first reported a position in IVV in Q4 2015 and has held it in 30 quarters since. The position peaked at $1.78M in Q4 2025. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Haverford Financial Services held 2,232 shares of iShares Core S&P 500 ETF worth $1.46M as of Q1 2026.
  • Haverford Financial Services sold 368 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $251K.
  • iShares Core S&P 500 ETF made up 0.43% of Haverford Financial Services's portfolio in Q1 2026, its #35 holding.
  • Haverford Financial Services first reported a position in iShares Core S&P 500 ETF in Q4 2015 and has held it in 30 quarters since.
  • Haverford Financial Services's iShares Core S&P 500 ETF position peaked at $1.78M in Q4 2025.
  • 3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Haverford Financial Services's 13F filing for Q1 2026, filed 11 May 2026.