Heritage Wealth Management (Ohio)’s iShares Core S&P 500 ETF IVV Stock Holding History

Heritage Wealth Management (Ohio)’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	$647K	Buy	+863	New	+$628K	0.16%	135
2026 Q1	–	Sell	-834	Closed	-$572K	–	196
2025 Q4	$572K	Sell	834 -55	-6%	-$37.3K	0.16%	137
2025 Q3	$595K	Sell	889 -24	-3%	-$15.5K	0.17%	125
2025 Q2	$567K	Buy	913 +40	+5%	+$23K	0.18%	123
2025 Q1	$491K	Sell	873 -37	-4%	-$21.8K	0.17%	133
2024 Q4	$536K	Hold	910	–	–	0.18%	128
2024 Q3	$525K	Hold	910	–	–	0.17%	133
2024 Q2	$508K	Buy	+910	New	+$479K	0.17%	128

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 Wealth Management (Ohio)'s IVV Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) opened a new position in iShares Core S&P 500 ETF (IVV) in Q2 2026: 863 shares worth $647K. The stake represents 0.16% of the portfolio and ranks #135 among its holdings. This is a return to the name: Heritage Wealth Management (Ohio) previously reported a position in IVV as recently as Q4 2025.

Heritage Wealth Management (Ohio) first reported a position in IVV in Q2 2024 and has held it in 8 quarters since. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Heritage Wealth Management (Ohio) held 863 shares of iShares Core S&P 500 ETF worth $647K as of Q2 2026.
iShares Core S&P 500 ETF was a new Heritage Wealth Management (Ohio) position in Q2 2026.
iShares Core S&P 500 ETF made up 0.16% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #135 holding.
Heritage Wealth Management (Ohio) first reported a position in iShares Core S&P 500 ETF in Q2 2024 and has held it in 8 quarters since.
4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.