HWP
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Highline Wealth Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

Highline Wealth Partners’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 		$2.3M Sell
3,078
-1,363
-31% -$993K 0.47% 42
2026
Q1 		$2.9M Buy
4,441
+2,210
+99% +$1.51M 0.74% 29
2025
Q4 		$1.53M Sell
2,231
-43
-2% -$29.2K 0.43% 40
2025
Q3 		$1.52M Sell
2,274
-51
-2% -$32.8K 0.41% 45
2025
Q2 		$1.44M Buy
2,325
+190
+9% +$109K 0.43% 47
2025
Q1 		$1.2M Sell
2,135
-227
-10% -$134K 0.4% 50
2024
Q4 		$1.39M Buy
2,362
+2
+0.1% +$1.18K 0.45% 47
2024
Q3 		$1.36M Sell
2,360
-27
-1% -$15K 0.46% 49
2024
Q2 		$1.31M Sell
2,387
-1
-0% -$526 0.49% 44
2024
Q1 		$1.26M Buy
2,388
+23
+1% +$11.5K 0.51% 46
2023
Q4 		$1.13M Sell
2,365
-18
-0.8% -$8.06K 0.55% 44
2023
Q3 		$1.02M Buy
2,383
+721
+43% +$323K 0.63% 40
2023
Q2 		$741K Sell
1,662
-55
-3% -$23.2K 0.47% 53
2023
Q1 		$706K Sell
1,717
-868
-34% -$348K 0.48% 53
2022
Q4 		$993K Buy
2,585
+2,299
+804% +$887K 0.73% 41
2022
Q3 		$102K Buy
+286
New +$114K 0.08% 90

Other funds holding IVV

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 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
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Highline Wealth Partners's IVV Position: Q2 2026 in Review

Highline Wealth Partners reduced its iShares Core S&P 500 ETF (IVV) stake by 31% in Q2 2026, selling an estimated $993K and leaving 3,078 shares worth $2.3M. The position accounts for 0.47% of the portfolio, ranked #42.

Highline Wealth Partners first reported a position in IVV in Q3 2022 and has held it in 16 quarters since. The position peaked at $2.9M in Q1 2026. 2,182 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Highline Wealth Partners held 3,078 shares of iShares Core S&P 500 ETF worth $2.3M as of Q2 2026.
  • Highline Wealth Partners sold 1,363 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $993K.
  • iShares Core S&P 500 ETF made up 0.47% of Highline Wealth Partners's portfolio in Q2 2026, its #42 holding.
  • Highline Wealth Partners first reported a position in iShares Core S&P 500 ETF in Q3 2022 and has held it in 16 quarters since.
  • Highline Wealth Partners's iShares Core S&P 500 ETF position peaked at $2.9M in Q1 2026.
  • 2,182 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.