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HB Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

HB 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
Q1 		$147M Buy
224,445
+8,346
+4% +$5.7M 0.95% 17
2025
Q4 		$148M Buy
216,099
+9,065
+4% +$6.16M 0.96% 17
2025
Q3 		$139M Buy
207,034
+5,312
+3% +$3.42M 0.94% 17
2025
Q2 		$125M Buy
201,722
+551
+0.3% +$316K 1% 19
2025
Q1 		$113M Buy
201,171
+21,217
+12% +$12.5M 0.95% 16
2024
Q4 		$106M Buy
179,954
+646
+0.4% +$382K 1.08% 16
2024
Q3 		$103M Buy
179,308
+6,789
+4% +$3.77M 1.11% 15
2024
Q2 		$94.4M Buy
172,519
+57,703
+50% +$30.3M 1.1% 14
2024
Q1 		$60.4M Buy
114,816
+2,851
+3% +$1.43M 0.76% 18
2023
Q4 		$53.5M Buy
111,965
+63,463
+131% +$28.4M 0.77% 17
2023
Q3 		$20.8M Buy
48,502
+1,749
+4% +$782K 0.34% 34
2023
Q2 		$20.8M Buy
46,753
+172
+0.4% +$72.5K 0.33% 33
2023
Q1 		$19.1M Sell
46,581
-4,060
-8% -$1.63M 0.33% 32
2022
Q4 		$19.5M Buy
50,641
+3,177
+7% +$1.23M 0.35% 32
2022
Q3 		$17M Sell
47,464
-2,397
-5% -$957K 0.36% 28
2022
Q2 		$18.9M Buy
49,861
+8,219
+20% +$3.38M 0.39% 27
2022
Q1 		$18.9M Buy
41,642
+2,744
+7% +$1.23M 0.35% 30
2021
Q4 		$18.6M Buy
+38,898
New +$17.9M 0.37% 22

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

HB Wealth Management's IVV Position: Q1 2026 in Review

HB Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 3.9% in Q1 2026, buying an estimated $5.7M and bringing the position to 224,445 shares worth $147M. The position accounts for 0.95% of the portfolio, ranked #17.

HB Wealth Management first reported a position in IVV in Q4 2021 and has held it in 18 quarters since. The position peaked at $148M in Q4 2025. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • HB Wealth Management held 224,445 shares of iShares Core S&P 500 ETF worth $147M as of Q1 2026.
  • HB Wealth Management bought 8,346 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $5.7M.
  • iShares Core S&P 500 ETF made up 0.95% of HB Wealth Management's portfolio in Q1 2026, its #17 holding.
  • HB Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 18 quarters since.
  • HB Wealth Management's iShares Core S&P 500 ETF position peaked at $148M in Q4 2025.
  • 3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.