HBW Advisory Services’s iShares Core S&P 500 ETF IVV Stock Holding History

HBW Advisory Services’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	$3.87M	Buy	5,165 +501	+11%	+$365K	0.35%	66
2026 Q1	$3.05M	Sell	4,664 -339	-7%	-$231K	0.32%	73
2025 Q4	$3.43M	Buy	5,003 +250	+5%	+$170K	0.37%	61
2025 Q3	$3.18M	Buy	4,753 +355	+8%	+$229K	0.36%	67
2025 Q2	$2.73M	Buy	4,398 +944	+27%	+$542K	0.34%	73
2025 Q1	$1.94M	Sell	3,454 -854	-20%	-$504K	0.28%	95
2024 Q4	$2.54M	Buy	4,308 +819	+23%	+$485K	0.26%	73
2024 Q3	$2.01M	Buy	3,489 +2,983	+590%	+$1.66M	0.29%	89
2024 Q2	$277K	Sell	506 -58	-10%	-$30.5K	0.05%	268
2024 Q1	$269K	Hold	564	–	–	0.05%	248
2023 Q4	$269K	Sell	564 -79	-12%	-$35.4K	0.05%	248
2023 Q3	$276K	Buy	643 +193	+43%	+$86.3K	0.06%	225
2023 Q2	$201K	Buy	+450	New	+$190K	0.04%	278
2023 Q1	–	Sell	-4,038	Closed	-$1.55M	–	281
2022 Q4	$1.55M	Buy	4,038 +31	+0.8%	+$12K	0.41%	72
2022 Q3	$1.44M	Buy	4,007 +81	+2%	+$32.3K	0.4%	73
2022 Q2	$1.49M	Buy	3,926 +9	+0.2%	+$3.7K	0.38%	72
2022 Q1	$1.78M	Sell	3,917 -4,920	-56%	-$2.2M	0.62%	53
2021 Q4	$4.21M	Buy	8,837 +4,707	+114%	+$2.17M	0.98%	34
2021 Q3	$1.78M	Sell	4,130 -101	-2%	-$44.8K	0.46%	64
2021 Q2	$1.82M	Sell	4,231 -29	-0.7%	-$12.1K	0.48%	67
2021 Q1	$1.7M	Sell	4,260 -222	-5%	-$86K	0.45%	72
2020 Q4	$1.68M	Sell	4,482 -19	-0.4%	-$6.76K	0.51%	66
2020 Q3	$1.51M	Sell	4,501 -171	-4%	-$56.9K	0.62%	59
2020 Q2	$1.45M	Buy	+4,672	New	+$1.37M	0.67%	53

Other funds holding IVV

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

HBW Advisory Services's IVV Position: Q2 2026 in Review

HBW Advisory Services increased its iShares Core S&P 500 ETF (IVV) stake by 11% in Q2 2026, buying an estimated $365K and bringing the position to 5,165 shares worth $3.87M. The position accounts for 0.35% of the portfolio, ranked #66.

HBW Advisory Services first reported a position in IVV in Q2 2020 and has held it in 24 quarters since. The position peaked at $4.21M in Q4 2021. 2,182 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

HBW Advisory Services held 5,165 shares of iShares Core S&P 500 ETF worth $3.87M as of Q2 2026.
HBW Advisory Services bought 501 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $365K.
iShares Core S&P 500 ETF made up 0.35% of HBW Advisory Services's portfolio in Q2 2026, its #66 holding.
HBW Advisory Services first reported a position in iShares Core S&P 500 ETF in Q2 2020 and has held it in 24 quarters since.
HBW Advisory Services's iShares Core S&P 500 ETF position peaked at $4.21M in Q4 2021.
2,182 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on HBW Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.