HB Wealth Management
IVV icon

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
Q3 		$182M Buy
237,234
+16,733
+8% +$12.8M 0.93% 19
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

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

HB Wealth Management's IVV Position: Q3 2026 in Review

HB Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 7.6% in Q3 2026, buying an estimated $12.8M and bringing the position to 237,234 shares worth $182M. The position accounts for 0.93% of the portfolio, ranked #19.

HB Wealth Management first reported a position in IVV in Q4 2021 and has held it in 20 quarters since. 2,735 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • HB Wealth Management held 237,234 shares of iShares Core S&P 500 ETF worth $182M as of Q3 2026.
  • HB Wealth Management bought 16,733 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $12.8M.
  • iShares Core S&P 500 ETF made up 0.93% of HB Wealth Management's portfolio in Q3 2026, its #19 holding.
  • HB Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 20 quarters since.
  • 2,735 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on HB Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.