Heritage Family Offices’s iShares Core S&P 500 ETF IVV Stock Holding History

Heritage Family Offices’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	$5.94M	Sell	7,931 -1,411	-15%	-$1.03M	2.29%	11
2026 Q1	$6.1M	Sell	9,342 -879	-9%	-$600K	2.71%	7
2025 Q4	$7M	Buy	10,221 +1,278	+14%	+$868K	3.18%	5
2025 Q3	$5.99M	Sell	8,943 -4,210	-32%	-$2.71M	2.79%	6
2025 Q2	$7.34M	Sell	13,153 -3	-0%	-$1.72K	3.71%	5
2025 Q1	$7.39M	Buy	13,156 +384	+3%	+$227K	3.78%	5
2024 Q4	$7.52M	Sell	12,772 -228	-2%	-$135K	3.75%	5
2024 Q3	$7.5M	Sell	13,000 -1,075	-8%	-$598K	3.87%	5
2024 Q2	$7.7M	Buy	+14,075	New	+$7.4M	4.27%	5

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Heritage Family Offices's IVV Position: Q2 2026 in Review

Heritage Family Offices reduced its iShares Core S&P 500 ETF (IVV) stake by 15% in Q2 2026, selling an estimated $1.03M and leaving 7,931 shares worth $5.94M. The position accounts for 2.29% of the portfolio, ranked #11.

Heritage Family Offices first reported a position in IVV in Q2 2024 and has held it in 9 quarters since. The position peaked at $7.7M in Q2 2024. 4,094 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Heritage Family Offices held 7,931 shares of iShares Core S&P 500 ETF worth $5.94M as of Q2 2026.
Heritage Family Offices sold 1,411 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $1.03M.
iShares Core S&P 500 ETF made up 2.29% of Heritage Family Offices's portfolio in Q2 2026, its #11 holding.
Heritage Family Offices first reported a position in iShares Core S&P 500 ETF in Q2 2024 and has held it in 9 quarters since.
Heritage Family Offices's iShares Core S&P 500 ETF position peaked at $7.7M in Q2 2024.
4,094 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.