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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Heritage Wealth Management (Texas)'s IVV Position: Q1 2026 in Review

Heritage Wealth Management (Texas) reduced its iShares Core S&P 500 ETF (IVV) stake by 0.99% in Q1 2026, selling an estimated $6.83K and leaving 996 shares worth $651K. The position accounts for 0.28% of the portfolio, ranked #19.

Heritage Wealth Management (Texas) first reported a position in IVV in Q4 2023 and has held it in 10 quarters since. The position peaked at $780K in Q1 2024. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Heritage Wealth Management (Texas) held 996 shares of iShares Core S&P 500 ETF worth $651K as of Q1 2026.
Heritage Wealth Management (Texas) sold 10 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $6.83K.
iShares Core S&P 500 ETF made up 0.28% of Heritage Wealth Management (Texas)'s portfolio in Q1 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 10 quarters since.
Heritage Wealth Management (Texas)'s iShares Core S&P 500 ETF position peaked at $780K in Q1 2024.
3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Heritage Wealth Management (Texas)'s 13F filing for Q1 2026, filed 6 May 2026.