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

Heritage Wealth Management (Texas)’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	$695K	Sell	908 -55	-6%	-$42K	0.26%	19
2026 Q2	$721K	Sell	963 -33	-3%	-$24K	0.28%	19
2026 Q1	$651K	Sell	996 -10	-1%	-$6.83K	0.28%	19
2025 Q4	$689K	Sell	1,006 -80	-7%	-$54.3K	0.3%	19
2025 Q3	$727K	Sell	1,086 -29	-3%	-$18.7K	0.32%	19
2025 Q2	$692K	Buy	1,115 +547	+96%	+$314K	0.34%	19
2025 Q1	$319K	Buy	568 +68	+14%	+$40.2K	0.18%	29
2024 Q4	$294K	Sell	500 -250	-33%	-$148K	0.17%	27
2024 Q3	$432K	Sell	750 -28	-4%	-$15.6K	0.25%	25
2024 Q2	$426K	Sell	778 -706	-48%	-$371K	0.27%	24
2024 Q1	$780K	Buy	1,484 +18	+1%	+$9.01K	0.51%	20
2023 Q4	$700K	Buy	+1,466	New	+$656K	0.49%	20

Other funds holding IVV

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Heritage Wealth Management (Texas)'s IVV Position: Q3 2026 in Review

Heritage Wealth Management (Texas) reduced its iShares Core S&P 500 ETF (IVV) stake by 5.7% in Q3 2026, selling an estimated $42K and leaving 908 shares worth $695K. The position accounts for 0.26% of the portfolio, ranked #19.

Heritage Wealth Management (Texas) first reported a position in IVV in Q4 2023 and has held it in 12 quarters since. The position peaked at $780K in Q1 2024. 3,328 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Heritage Wealth Management (Texas) held 908 shares of iShares Core S&P 500 ETF worth $695K as of Q3 2026.
Heritage Wealth Management (Texas) sold 55 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $42K.
iShares Core S&P 500 ETF made up 0.26% of Heritage Wealth Management (Texas)'s portfolio in Q3 2026, its #19 holding.
Heritage Wealth Management (Texas) first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 12 quarters since.
Heritage Wealth Management (Texas)'s iShares Core S&P 500 ETF position peaked at $780K in Q1 2024.
3,328 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Heritage Wealth Management (Texas)'s 13F filing for Q3 2026, filed 6 Nov 2026.