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

Highland Financial 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	$634K	Sell	846 -559	-40%	-$407K	0.14%	42
2026 Q1	$918K	Buy	1,405 +573	+69%	+$391K	0.24%	37
2025 Q4	$570K	Buy	832 +4	+0.5%	+$2.72K	0.16%	36
2025 Q3	$554K	Buy	828 +144	+21%	+$92.7K	0.16%	37
2025 Q2	$425K	Hold	684	–	–	0.14%	41
2025 Q1	$384K	Hold	684	–	–	0.14%	40
2024 Q4	$403K	Buy	684 +125	+22%	+$74K	0.14%	40
2024 Q3	$322K	Buy	+559	New	+$311K	0.11%	37

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

Highland Financial Advisors's IVV Position: Q2 2026 in Review

Highland Financial Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 40% in Q2 2026, selling an estimated $407K and leaving 846 shares worth $634K. The position accounts for 0.14% of the portfolio, ranked #42.

Highland Financial Advisors first reported a position in IVV in Q3 2024 and has held it in 8 quarters since. The position peaked at $918K in Q1 2026. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Highland Financial Advisors held 846 shares of iShares Core S&P 500 ETF worth $634K as of Q2 2026.
Highland Financial Advisors sold 559 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $407K.
iShares Core S&P 500 ETF made up 0.14% of Highland Financial Advisors's portfolio in Q2 2026, its #42 holding.
Highland Financial Advisors first reported a position in iShares Core S&P 500 ETF in Q3 2024 and has held it in 8 quarters since.
Highland Financial Advisors's iShares Core S&P 500 ETF position peaked at $918K in Q1 2026.
4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Highland Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.