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Hidden Cove Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Hidden Cove Wealth Management’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 		$306K Buy
409
+14
+4% +$10.2K 0.17% 91
2026
Q1 		$258K Buy
395
+8
+2% +$5.46K 0.17% 85
2025
Q4 		$265K Hold
387
– – 0.17% 78
2025
Q3 		$259K Buy
+387
New +$249K 0.17% 71

Other funds holding IVV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Hidden Cove Wealth Management's IVV Position: Q2 2026 in Review

Hidden Cove Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 3.5% in Q2 2026, buying an estimated $10.2K and bringing the position to 409 shares worth $306K. The position accounts for 0.17% of the portfolio, ranked #91.

Hidden Cove Wealth Management first reported a position in IVV in Q3 2025 and has held it in 4 quarters since. 1,222 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Hidden Cove Wealth Management held 409 shares of iShares Core S&P 500 ETF worth $306K as of Q2 2026.
  • Hidden Cove Wealth Management bought 14 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $10.2K.
  • iShares Core S&P 500 ETF made up 0.17% of Hidden Cove Wealth Management's portfolio in Q2 2026, its #91 holding.
  • Hidden Cove Wealth Management first reported a position in iShares Core S&P 500 ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,222 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Hidden Cove Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.