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Hexagon Capital Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

Hexagon Capital Partners’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 		$1.06M Sell
1,418
-96
-6% -$69.9K 0.15% 72
2026
Q1 		$989K Buy
+1,514
New +$1.03M 0.14% 66
2025
Q2 		– Sell
-1,468
Closed -$825K – 894
2025
Q1 		$825K Sell
1,468
-154
-9% -$90.9K 0.16% 68
2024
Q4 		$955K Buy
1,622
+142
+10% +$84.1K 0.17% 60
2024
Q3 		$854K Sell
1,480
-57
-4% -$31.7K 0.17% 60
2024
Q2 		$841K Sell
1,537
-6
-0.4% -$3.15K 0.18% 61
2024
Q1 		$811K Sell
1,543
-279
-15% -$140K 0.18% 58
2023
Q4 		$870K Buy
1,822
+166
+10% +$74.3K 0.21% 48
2023
Q3 		$711K Buy
1,656
+1,545
+1,392% +$691K 0.19% 52
2023
Q2 		$49.4K Sell
111
-120
-52% -$50.6K 0.01% 368
2023
Q1 		$94.8K Sell
231
-15
-6% -$6.01K 0.03% 254
2022
Q4 		$94.4K Buy
246
+139
+130% +$53.6K 0.03% 251
2022
Q3 		$38K Hold
107
– – 0.01% 445
2022
Q2 		$41K Hold
107
– – 0.01% 408
2022
Q1 		$49K Buy
107
+1
+0.9% +$447 0.01% 371
2021
Q4 		$51K Sell
106
-112
-51% -$51.6K 0.01% 363
2021
Q3 		$94K Buy
218
+3
+1% +$1.33K 0.03% 263
2021
Q2 		$92K Buy
215
+5
+2% +$2.1K 0.03% 256
2021
Q1 		$83K Hold
210
– – 0.02% 253
2020
Q4 		$78K Hold
210
– – 0.02% 222
2020
Q3 		$69K Buy
+210
New +$69.9K 0.02% 219

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Hexagon Capital Partners's IVV Position: Q2 2026 in Review

Hexagon Capital Partners reduced its iShares Core S&P 500 ETF (IVV) stake by 6.3% in Q2 2026, selling an estimated $69.9K and leaving 1,418 shares worth $1.06M. The position accounts for 0.15% of the portfolio, ranked #72.

Hexagon Capital Partners first reported a position in IVV in Q3 2020 and has held it in 21 quarters since. 4,085 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Hexagon Capital Partners held 1,418 shares of iShares Core S&P 500 ETF worth $1.06M as of Q2 2026.
  • Hexagon Capital Partners sold 96 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $69.9K.
  • iShares Core S&P 500 ETF made up 0.15% of Hexagon Capital Partners's portfolio in Q2 2026, its #72 holding.
  • Hexagon Capital Partners first reported a position in iShares Core S&P 500 ETF in Q3 2020 and has held it in 21 quarters since.
  • 4,085 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Hexagon Capital Partners's 13F filing for Q2 2026, filed 7 Aug 2026.