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HFG Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

HFG Advisors’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 		$1.48M Hold
2,259
– – 1.04% 25
2025
Q4 		$1.55M Sell
2,259
-39
-2% -$26.5K 1.12% 25
2025
Q3 		$1.54M Buy
2,298
+29
+1% +$18.7K 1.13% 25
2025
Q2 		$1.41M Sell
2,269
-312
-12% -$179K 1.12% 26
2025
Q1 		$1.45M Hold
2,581
– – 1.24% 23
2024
Q4 		$1.52M Buy
2,581
+29
+1% +$17.2K 1.33% 23
2024
Q3 		$1.47M Sell
2,552
-112
-4% -$62.3K 1.3% 22
2024
Q2 		$1.46M Sell
2,664
-217
-8% -$114K 1.36% 22
2024
Q1 		$1.51M Buy
2,881
+133
+5% +$66.5K 1.34% 22
2023
Q4 		$1.31M Buy
2,748
+3
+0.1% +$1.34K 1.26% 23
2023
Q3 		$1.18M Buy
2,745
+60
+2% +$26.8K 1.29% 24
2023
Q2 		$1.2M Buy
2,685
+26
+1% +$11K 1.26% 24
2023
Q1 		$1.09M Hold
2,659
– – 1.25% 23
2022
Q4 		$1.02M Buy
2,659
+114
+4% +$44K 1.2% 23
2022
Q3 		$913K Buy
2,545
+321
+14% +$128K 1.27% 23
2022
Q2 		$843K Hold
2,224
– – 1.14% 24
2022
Q1 		$1.01M Hold
2,224
– – 1.15% 24
2021
Q4 		$1.06M Buy
+2,224
New +$1.02M 1.19% 27

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

HFG Advisors's IVV Position: Q1 2026 in Review

HFG Advisors held its iShares Core S&P 500 ETF (IVV) position steady in Q1 2026 at 2,259 shares worth $1.48M. The position accounts for 1.04% of the portfolio, ranked #25.

HFG Advisors first reported a position in IVV in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.55M in Q4 2025. 3,975 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • HFG Advisors held 2,259 shares of iShares Core S&P 500 ETF worth $1.48M as of Q1 2026.
  • HFG Advisors left its iShares Core S&P 500 ETF share count unchanged in Q1 2026.
  • iShares Core S&P 500 ETF made up 1.04% of HFG Advisors's portfolio in Q1 2026, its #25 holding.
  • HFG Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 18 quarters since.
  • HFG Advisors's iShares Core S&P 500 ETF position peaked at $1.55M in Q4 2025.
  • 3,975 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on HFG Advisors's 13F filing for Q1 2026, filed 8 May 2026.