HWM
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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
Q2 		$165M Sell
220,501
-3,944
-2% -$2.87M 0.93% 18
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 $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

HB Wealth Management's IVV Position: Q2 2026 in Review

HB Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 1.8% in Q2 2026, selling an estimated $2.87M and leaving 220,501 shares worth $165M. The position accounts for 0.93% of the portfolio, ranked #18.

HB Wealth Management first reported a position in IVV in Q4 2021 and has held it in 19 quarters since. 4,102 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • HB Wealth Management held 220,501 shares of iShares Core S&P 500 ETF worth $165M as of Q2 2026.
  • HB Wealth Management sold 3,944 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $2.87M.
  • iShares Core S&P 500 ETF made up 0.93% of HB Wealth Management's portfolio in Q2 2026, its #18 holding.
  • HB Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
  • 4,102 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.