HBW
IVV icon

Hazlett, Burt & Watson’s iShares Core S&P 500 ETF IVV Stock Holding History

Hazlett, Burt & Watson’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 		$633K Buy
970
+135
+16% +$92.2K 0.2% 120
2025
Q4 		$572K Sell
835
-56
-6% -$38K 0.18% 121
2025
Q3 		$597K Buy
891
+5
+0.6% +$3.22K 0.21% 107
2025
Q2 		$550K Sell
886
-167
-16% -$95.9K 0.23% 102
2025
Q1 		$593K Buy
1,053
+298
+39% +$176K 0.27% 86
2024
Q4 		$446K Sell
755
-1
-0.1% -$592 0.2% 108
2024
Q3 		$434K Buy
756
+103
+16% +$57.3K 0.2% 114
2024
Q2 		$357K Buy
653
+118
+22% +$62K 0.18% 116
2024
Q1 		$283K Buy
535
+274
+105% +$137K 0.17% 130
2023
Q4 		$123K Sell
261
-32
-11% -$14.3K 0.08% 201
2023
Q3 		$125K Buy
293
+183
+166% +$81.9K 0.09% 194
2023
Q2 		$49K Hold
110
– – 0.04% 300
2023
Q1 		$45K Hold
110
– – 0.04% 293
2022
Q4 		$42K Hold
110
– – 0.04% 292
2022
Q3 		$39K Sell
110
-147
-57% -$58.7K 0.04% 294
2022
Q2 		$98K Buy
257
+10
+4% +$4.11K 0.09% 197
2022
Q1 		$112K Buy
+247
New +$110K 0.09% 201

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

Hazlett, Burt & Watson's IVV Position: Q1 2026 in Review

Hazlett, Burt & Watson increased its iShares Core S&P 500 ETF (IVV) stake by 16% in Q1 2026, buying an estimated $92.2K and bringing the position to 970 shares worth $633K. The position accounts for 0.2% of the portfolio, ranked #120.

Hazlett, Burt & Watson first reported a position in IVV in Q1 2022 and has held it in 17 quarters since. 3,979 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Hazlett, Burt & Watson held 970 shares of iShares Core S&P 500 ETF worth $633K as of Q1 2026.
  • Hazlett, Burt & Watson bought 135 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $92.2K.
  • iShares Core S&P 500 ETF made up 0.2% of Hazlett, Burt & Watson's portfolio in Q1 2026, its #120 holding.
  • Hazlett, Burt & Watson first reported a position in iShares Core S&P 500 ETF in Q1 2022 and has held it in 17 quarters since.
  • 3,979 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2026, filed 14 May 2026.