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 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

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 (Texas)'s IVV Position: Q2 2026 in Review

Heritage Wealth Management (Texas) reduced its iShares Core S&P 500 ETF (IVV) stake by 3.3% in Q2 2026, selling an estimated $24K and leaving 963 shares worth $721K. 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 11 quarters since. The position peaked at $780K in Q1 2024. 4,118 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Heritage Wealth Management (Texas) held 963 shares of iShares Core S&P 500 ETF worth $721K as of Q2 2026.
Heritage Wealth Management (Texas) sold 33 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $24K.
iShares Core S&P 500 ETF made up 0.28% of Heritage Wealth Management (Texas)'s portfolio in Q2 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 11 quarters since.
Heritage Wealth Management (Texas)'s iShares Core S&P 500 ETF position peaked at $780K in Q1 2024.
4,118 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Heritage Wealth Management (Texas)'s 13F filing for Q2 2026, filed 10 Aug 2026.