Hillcrest Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Hillcrest Wealth 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	$424K	Hold	566	–	–	0.15%	43
2026 Q1	$370K	Hold	566	–	–	0.15%	42
2025 Q4	$388K	Hold	566	–	–	0.17%	40
2025 Q3	$379K	Hold	566	–	–	0.17%	38
2025 Q2	$351K	Hold	566	–	–	0.17%	38
2025 Q1	$318K	Hold	566	–	–	0.16%	40
2024 Q4	$333K	Hold	566	–	–	0.16%	42
2024 Q3	$326K	Buy	566 +191	+51%	+$106K	0.16%	39
2024 Q2	$205K	Buy	+375	New	+$197K	0.11%	45

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

Hillcrest Wealth Advisors's IVV Position: Q2 2026 in Review

Hillcrest Wealth Advisors held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 566 shares worth $424K. The position accounts for 0.15% of the portfolio, ranked #43.

Hillcrest Wealth Advisors first reported a position in IVV in Q2 2024 and has held it in 9 quarters since. 2,050 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Hillcrest Wealth Advisors held 566 shares of iShares Core S&P 500 ETF worth $424K as of Q2 2026.
Hillcrest Wealth Advisors 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 Hillcrest Wealth Advisors's portfolio in Q2 2026, its #43 holding.
Hillcrest Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q2 2024 and has held it in 9 quarters since.
2,050 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Hillcrest Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.