Hiley Hunt Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Hiley Hunt 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 Q3	$288K	Sell	376 -133	-26%	-$101K	0.11%	41
2026 Q2	$381K	Hold	509	–	–	0.15%	39
2026 Q1	$332K	Sell	509 -83	-14%	-$56.7K	0.15%	39
2025 Q4	$405K	Buy	592 +2	+0.3%	+$1.36K	0.18%	39
2025 Q3	$395K	Buy	590 +2	+0.3%	+$1.29K	0.19%	35
2025 Q2	$367K	Buy	588 +1	+0.2%	+$574	0.19%	35
2025 Q1	$331K	Buy	587 +2	+0.3%	+$1.18K	0.18%	35
2024 Q4	$344K	Buy	585 +67	+13%	+$39.7K	0.19%	33
2024 Q3	$299K	Buy	518 +2	+0.4%	+$1.11K	0.17%	33
2024 Q2	$283K	Buy	516 +1	+0.2%	+$526	0.17%	33
2024 Q1	$271K	Buy	515 +2	+0.4%	+$1K	0.18%	33
2023 Q4	$245K	Buy	+513	New	+$230K	0.18%	32

Other funds holding IVV

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Hiley Hunt Wealth Management's IVV Position: Q3 2026 in Review

Hiley Hunt Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 26% in Q3 2026, selling an estimated $101K and leaving 376 shares worth $288K. The position accounts for 0.11% of the portfolio, ranked #41.

Hiley Hunt Wealth Management first reported a position in IVV in Q4 2023 and has held it in 12 quarters since. The position peaked at $405K in Q4 2025. 3,061 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Hiley Hunt Wealth Management held 376 shares of iShares Core S&P 500 ETF worth $288K as of Q3 2026.
Hiley Hunt Wealth Management sold 133 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $101K.
iShares Core S&P 500 ETF made up 0.11% of Hiley Hunt Wealth Management's portfolio in Q3 2026, its #41 holding.
Hiley Hunt Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 12 quarters since.
Hiley Hunt Wealth Management's iShares Core S&P 500 ETF position peaked at $405K in Q4 2025.
3,061 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Hiley Hunt Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.