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

Hilltop 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	$26.4M	Sell	35,233 -1,166	-3%	-$849K	13.05%	2
2026 Q1	$23.8M	Sell	36,399 -54	-0.1%	-$36.9K	14.25%	2
2025 Q4	$25M	Buy	36,453 +156	+0.4%	+$106K	12.54%	2
2025 Q3	$24.3M	Buy	36,297 +1,367	+4%	+$880K	12.66%	2
2025 Q2	$21.7M	Buy	34,930 +901	+3%	+$517K	12.18%	3
2025 Q1	$19.1M	Sell	34,029 -357	-1%	-$211K	10.8%	3
2024 Q4	$20.2M	Sell	34,386 -170	-0.5%	-$101K	10.23%	4
2024 Q3	$19.9M	Sell	34,556 -554	-2%	-$308K	9.3%	4
2024 Q2	$19.2M	Sell	35,110 -433	-1%	-$228K	9.64%	4
2024 Q1	$18.7M	Sell	35,543 -4,284	-11%	-$2.14M	9.55%	3
2023 Q4	$19M	Buy	39,827 +752	+2%	+$337K	10.85%	3
2023 Q3	$16.8M	Sell	39,075 -4,725	-11%	-$2.11M	12.99%	4
2023 Q2	$19.5M	Buy	43,800 +504	+1%	+$212K	14.4%	4
2023 Q1	$17.8M	Buy	43,296 +1,550	+4%	+$621K	14.32%	3
2022 Q4	$16M	Buy	41,746 +41,059	+5,977%	+$15.8M	13.6%	3
2022 Q3	$246K	Hold	687	–	–	0.25%	31
2022 Q2	$260K	Hold	687	–	–	0.25%	25
2022 Q1	$311K	Sell	687 -79	-10%	-$35.3K	0.26%	23
2021 Q4	$365K	Hold	766	–	–	0.25%	26
2021 Q3	$330K	Sell	766 -54	-7%	-$23.9K	0.23%	28
2021 Q2	$352K	Hold	820	–	–	0.25%	26
2021 Q1	$326K	Sell	820 -20	-2%	-$7.74K	0.25%	26
2020 Q4	$315K	Hold	840	–	–	0.28%	26
2020 Q3	$282K	Hold	840	–	–	0.29%	24
2020 Q2	$260K	Sell	840 -327	-28%	-$96K	0.28%	25
2020 Q1	$301K	Sell	1,167 -7	-0.6%	-$2.15K	0.37%	16
2019 Q4	$380K	Buy	+1,174	New	+$363K	0.39%	17

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

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

Hilltop Wealth Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 3.2% in Q2 2026, selling an estimated $849K and leaving 35,233 shares worth $26.4M. The position accounts for 13.05% of the portfolio, ranked #2.

Hilltop Wealth Advisors first reported a position in IVV in Q4 2019 and has held it in 27 quarters since. 4,115 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Hilltop Wealth Advisors held 35,233 shares of iShares Core S&P 500 ETF worth $26.4M as of Q2 2026.
Hilltop Wealth Advisors sold 1,166 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $849K.
iShares Core S&P 500 ETF made up 13.05% of Hilltop Wealth Advisors's portfolio in Q2 2026, its #2 holding.
Hilltop Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 27 quarters since.
4,115 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Hilltop Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.