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 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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Hiley Hunt Wealth Management's IVV Position: Q2 2026 in Review

Hiley Hunt Wealth Management held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 509 shares worth $381K. The position accounts for 0.15% of the portfolio, ranked #39.

Hiley Hunt Wealth Management first reported a position in IVV in Q4 2023 and has held it in 11 quarters since. The position peaked at $405K in Q4 2025. 2,028 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Hiley Hunt Wealth Management held 509 shares of iShares Core S&P 500 ETF worth $381K as of Q2 2026.
Hiley Hunt Wealth Management left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up 0.15% of Hiley Hunt Wealth Management's portfolio in Q2 2026, its #39 holding.
Hiley Hunt Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
Hiley Hunt Wealth Management's iShares Core S&P 500 ETF position peaked at $405K in Q4 2025.
2,028 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Hiley Hunt Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.