HIF
IVV icon

Hill Island Financial’s iShares Core S&P 500 ETF IVV Stock Holding History

Hill Island Financial’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
Q1 		$4.12M Sell
6,303
-5
-0.1% -$3.41K 1% 18
2025
Q4 		$4.32M Sell
6,308
-19
-0.3% -$12.9K 1.03% 19
2025
Q3 		$4.23M Sell
6,327
-17
-0.3% -$10.9K 1.06% 19
2025
Q2 		$3.94M Sell
6,344
-41
-0.6% -$23.5K 1.1% 17
2025
Q1 		$3.59M Sell
6,385
-78
-1% -$46.1K 1.05% 15
2024
Q4 		$3.8M Buy
6,463
+46
+0.7% +$27.2K 1.11% 18
2024
Q3 		$3.7M Buy
6,417
+43
+0.7% +$23.9K 1.12% 14
2024
Q2 		$3.49M Sell
6,374
-41
-0.6% -$21.6K 1.14% 14
2024
Q1 		$3.37M Sell
6,415
-884
-12% -$442K 1.11% 14
2023
Q4 		$3.49M Buy
7,299
+5,123
+235% +$2.29M 1.19% 14
2023
Q3 		$934K Buy
2,176
+461
+27% +$206K 0.37% 26
2023
Q2 		$764K Hold
1,715
– – 0.29% 31
2023
Q1 		$708K Sell
1,715
-64
-4% -$25.7K 0.29% 32
2022
Q4 		$684K Buy
+1,779
New +$687K 0.3% 34

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Hill Island Financial's IVV Position: Q1 2026 in Review

Hill Island Financial reduced its iShares Core S&P 500 ETF (IVV) stake by 0.08% in Q1 2026, selling an estimated $3.41K and leaving 6,303 shares worth $4.12M. The position accounts for 1% of the portfolio, ranked #18.

Hill Island Financial first reported a position in IVV in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.32M in Q4 2025. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Hill Island Financial held 6,303 shares of iShares Core S&P 500 ETF worth $4.12M as of Q1 2026.
  • Hill Island Financial sold 5 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $3.41K.
  • iShares Core S&P 500 ETF made up 1% of Hill Island Financial's portfolio in Q1 2026, its #18 holding.
  • Hill Island Financial first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 14 quarters since.
  • Hill Island Financial's iShares Core S&P 500 ETF position peaked at $4.32M in Q4 2025.
  • 3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Hill Island Financial's 13F filing for Q1 2026, filed 13 May 2026.