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

HHM Wealth 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
Q2 		$3.71M Buy
4,953
+212
+4% +$154K 0.37% 22
2026
Q1 		$3.1M Buy
4,741
+1,309
+38% +$894K 0.36% 25
2025
Q4 		$2.35M Buy
3,432
+65
+2% +$44.1K 0.28% 33
2025
Q3 		$2.25M Sell
3,367
-230
-6% -$148K 0.26% 37
2025
Q2 		$2.23M Sell
3,597
-541
-13% -$311K 0.27% 34
2025
Q1 		$2.32M Sell
4,138
-23
-0.6% -$13.6K 0.31% 29
2024
Q4 		$2.45M Buy
4,161
+2,150
+107% +$1.27M 0.33% 27
2024
Q3 		$1.16M Sell
2,011
-1,295
-39% -$720K 0.16% 56
2024
Q2 		$1.81M Sell
3,306
-217
-6% -$114K 0.27% 34
2024
Q1 		$1.85M Buy
3,523
+566
+19% +$283K 0.3% 29
2023
Q4 		$1.41M Sell
2,957
-19
-0.6% -$8.5K 0.25% 35
2023
Q3 		$1.28M Sell
2,976
-734
-20% -$328K 0.25% 33
2023
Q2 		$1.65M Buy
3,710
+1,276
+52% +$538K 0.31% 30
2023
Q1 		$1M Buy
2,434
+626
+35% +$251K 0.2% 38
2022
Q4 		$695K Buy
1,808
+521
+40% +$201K 0.16% 52
2022
Q3 		$462K Sell
1,287
-581
-31% -$232K 0.12% 63
2022
Q2 		$708K Hold
1,868
– – 0.18% 48
2022
Q1 		$847K Sell
1,868
-37
-2% -$16.5K 0.2% 42
2021
Q4 		$909K Hold
1,905
– – 0.22% 38
2021
Q3 		$821K Buy
1,905
+65
+4% +$28.8K 0.22% 39
2021
Q2 		$791K Hold
1,840
– – 0.22% 40
2021
Q1 		$732K Sell
1,840
-68
-4% -$26.3K 0.23% 39
2020
Q4 		$716K Sell
1,908
-43
-2% -$15.3K 0.25% 36
2020
Q3 		$656K Buy
1,951
+161
+9% +$53.6K 0.26% 33
2020
Q2 		$554K Buy
1,790
+125
+8% +$36.7K 0.23% 37
2020
Q1 		$430K Buy
1,665
+581
+54% +$178K 0.21% 44
2019
Q4 		$363K Buy
1,084
+406
+60% +$126K 0.17% 53
2019
Q3 		$202K Buy
+678
New +$202K 0.11% 72

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

HHM Wealth Advisors's IVV Position: Q2 2026 in Review

HHM Wealth Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 4.5% in Q2 2026, buying an estimated $154K and bringing the position to 4,953 shares worth $3.71M. The position accounts for 0.37% of the portfolio, ranked #22.

HHM Wealth Advisors first reported a position in IVV in Q3 2019 and has held it in 28 quarters since. 4,089 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • HHM Wealth Advisors held 4,953 shares of iShares Core S&P 500 ETF worth $3.71M as of Q2 2026.
  • HHM Wealth Advisors bought 212 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $154K.
  • iShares Core S&P 500 ETF made up 0.37% of HHM Wealth Advisors's portfolio in Q2 2026, its #22 holding.
  • HHM Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q3 2019 and has held it in 28 quarters since.
  • 4,089 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.