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HCR Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

HCR Wealth Advisors’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 		$37.9M Buy
50,622
+26
+0.1% +$18.9K 3.39% 6
2026
Q1 		$33.1M Sell
50,596
-365
-0.7% -$249K 3.43% 6
2025
Q4 		$34.9M Buy
50,961
+9,624
+23% +$6.54M 3.46% 6
2025
Q3 		$27.8M Buy
41,337
+1,417
+4% +$913K 2.88% 6
2025
Q2 		$24.8M Buy
39,920
+1,679
+4% +$964K 2.92% 6
2025
Q1 		$21.5M Buy
38,241
+789
+2% +$466K 2.8% 6
2024
Q4 		$22M Buy
37,452
+2,518
+7% +$1.49M 2.76% 6
2024
Q3 		$20.2M Buy
34,934
+432
+1% +$240K 2.64% 7
2024
Q2 		$18.9M Buy
34,502
+940
+3% +$494K 2.7% 7
2024
Q1 		$17.6M Sell
33,562
-1,231
-4% -$616K 2.68% 8
2023
Q4 		$16.6M Buy
34,793
+10,127
+41% +$4.53M 2.63% 7
2023
Q3 		$10.6M Sell
24,666
-1,902
-7% -$851K 2.32% 8
2023
Q2 		$11.8M Sell
26,568
-544
-2% -$229K 2.19% 8
2023
Q1 		$11.1M Sell
27,112
-181
-0.7% -$72.6K 2.21% 7
2022
Q4 		$10.5M Sell
27,293
-1,439
-5% -$555K 2.2% 9
2022
Q3 		$10.3M Sell
28,732
-2,172
-7% -$867K 2.19% 8
2022
Q2 		$11.7M Sell
30,904
-788
-2% -$324K 2.35% 9
2022
Q1 		$14.4M Buy
31,692
+29,312
+1,232% +$13.1M 2.35% 9
2021
Q4 		$1.14M Buy
2,380
+549
+30% +$253K 0.18% 98
2021
Q3 		$789K Buy
+1,831
New +$811K 0.13% 111
2021
Q1 		– Sell
-454
Closed -$170K – 215
2020
Q4 		$170K Buy
454
+369
+434% +$131K 0.04% 176
2020
Q3 		$29K Sell
85
-410
-83% -$136K 0.01% 195
2020
Q2 		$154K Hold
495
– – 0.04% 154
2020
Q1 		$128K Hold
495
– – 0.04% 152
2019
Q4 		$160K Buy
+495
New +$153K 0.04% 156

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

HCR Wealth Advisors's IVV Position: Q2 2026 in Review

HCR Wealth Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 0.05% in Q2 2026, buying an estimated $18.9K and bringing the position to 50,622 shares worth $37.9M. The position accounts for 3.39% of the portfolio, ranked #6.

HCR Wealth Advisors first reported a position in IVV in Q4 2019 and has held it in 25 quarters since. 4,094 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • HCR Wealth Advisors held 50,622 shares of iShares Core S&P 500 ETF worth $37.9M as of Q2 2026.
  • HCR Wealth Advisors bought 26 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $18.9K.
  • iShares Core S&P 500 ETF made up 3.39% of HCR Wealth Advisors's portfolio in Q2 2026, its #6 holding.
  • HCR Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 25 quarters since.
  • 4,094 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on HCR Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.