High Net Worth Advisory Group’s iShares Core S&P 500 ETF IVV Stock Holding History

High Net Worth Advisory Group’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	$500K	Hold	667	–	–	0.11%	152
2026 Q1	$436K	Buy	667 +200	+43%	+$137K	0.1%	155
2025 Q4	$320K	Sell	467 -28	-6%	-$19K	0.07%	181
2025 Q3	$331K	Hold	495	–	–	0.08%	174
2025 Q2	$307K	Hold	495	–	–	0.08%	175
2025 Q1	$278K	Hold	495	–	–	0.08%	179
2024 Q4	$291K	Sell	495 -14	-3%	-$8.29K	0.08%	173
2024 Q3	$294K	Buy	509 +14	+3%	+$7.78K	0.08%	175
2024 Q2	$271K	Hold	495	–	–	0.08%	174
2024 Q1	$260K	Buy	+495	New	+$248K	0.08%	175
2023 Q1	–	Sell	-418	Closed	-$161K	–	383
2022 Q4	$161K	Hold	418	–	–	0.06%	201
2022 Q3	$150K	Hold	418	–	–	0.06%	206
2022 Q2	$158K	Buy	418 +263	+170%	+$108K	0.07%	202
2022 Q1	$70K	Hold	155	–	–	0.03%	293
2021 Q4	$74K	Buy	+155	New	+$71.4K	0.03%	296

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

High Net Worth Advisory Group's IVV Position: Q2 2026 in Review

High Net Worth Advisory Group held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 667 shares worth $500K. The position accounts for 0.11% of the portfolio, ranked #152.

High Net Worth Advisory Group first reported a position in IVV in Q4 2021 and has held it in 15 quarters since. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

High Net Worth Advisory Group held 667 shares of iShares Core S&P 500 ETF worth $500K as of Q2 2026.
High Net Worth Advisory Group left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up 0.11% of High Net Worth Advisory Group's portfolio in Q2 2026, its #152 holding.
High Net Worth Advisory Group first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 15 quarters since.
4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on High Net Worth Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.