Hazlett, Burt & Watson
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
Q3 		$683K Sell
890
-80
-8% -$61K 0.18% 133
2026
Q2 		$726K Hold
970
– – 0.19% 124
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

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
First Command Advisory Services
First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Hazlett, Burt & Watson's IVV Position: Q3 2026 in Review

Hazlett, Burt & Watson reduced its iShares Core S&P 500 ETF (IVV) stake by 8.2% in Q3 2026, selling an estimated $61K and leaving 890 shares worth $683K. The position accounts for 0.18% of the portfolio, ranked #133.

Hazlett, Burt & Watson first reported a position in IVV in Q1 2022 and has held it in 19 quarters since. The position peaked at $726K in Q2 2026. 2,735 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Hazlett, Burt & Watson held 890 shares of iShares Core S&P 500 ETF worth $683K as of Q3 2026.
  • Hazlett, Burt & Watson sold 80 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $61K.
  • iShares Core S&P 500 ETF made up 0.18% of Hazlett, Burt & Watson's portfolio in Q3 2026, its #133 holding.
  • Hazlett, Burt & Watson first reported a position in iShares Core S&P 500 ETF in Q1 2022 and has held it in 19 quarters since.
  • Hazlett, Burt & Watson's iShares Core S&P 500 ETF position peaked at $726K in Q2 2026.
  • 2,735 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q3 2026, filed 4 Nov 2026.