Hegarty Advisors
IVV icon

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

Hegarty 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
Q3 		$495K Hold
647
– – 0.31% 48
2026
Q2 		$485K Hold
647
– – 0.33% 44
2026
Q1 		$423K Hold
647
– – 0.33% 46
2025
Q4 		$443K Buy
+647
New +$439K 0.38% 38

Other funds holding IVV

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Nisa Investment Advisors
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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
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Hegarty Advisors's IVV Position: Q3 2026 in Review

Hegarty Advisors held its iShares Core S&P 500 ETF (IVV) position steady in Q3 2026 at 647 shares worth $495K. The position accounts for 0.31% of the portfolio, ranked #48.

Hegarty Advisors first reported a position in IVV in Q4 2025 and has held it in 4 quarters since. 3,061 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Hegarty Advisors held 647 shares of iShares Core S&P 500 ETF worth $495K as of Q3 2026.
  • Hegarty Advisors left its iShares Core S&P 500 ETF share count unchanged in Q3 2026.
  • iShares Core S&P 500 ETF made up 0.31% of Hegarty Advisors's portfolio in Q3 2026, its #48 holding.
  • Hegarty Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 4 quarters since.
  • 3,061 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Hegarty Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.