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

Heartwood 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 		$989K Hold
1,320
– – 0.08% 107
2026
Q1 		$862K Buy
+1,320
New +$901K 0.08% 105

Other funds holding IVV

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
Envestnet Portfolio Solutions
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

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

Heartwood Wealth Advisors held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 1,320 shares worth $989K. The position accounts for 0.08% of the portfolio, ranked #107.

Heartwood Wealth Advisors first reported a position in IVV in Q1 2026 and has held it in 2 quarters since. 2,171 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Heartwood Wealth Advisors held 1,320 shares of iShares Core S&P 500 ETF worth $989K as of Q2 2026.
  • Heartwood Wealth Advisors left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
  • iShares Core S&P 500 ETF made up 0.08% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #107 holding.
  • Heartwood Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q1 2026 and has held it in 2 quarters since.
  • 2,171 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.