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 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 $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Hilltop Wealth Advisors's IVV Position: Q1 2026 in Review

Hilltop Wealth Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 0.15% in Q1 2026, selling an estimated $36.9K and leaving 36,399 shares worth $23.8M. The position accounts for 14.25% of the portfolio, ranked #2.

Hilltop Wealth Advisors first reported a position in IVV in Q4 2019 and has held it in 26 quarters since. The position peaked at $25M in Q4 2025. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Hilltop Wealth Advisors held 36,399 shares of iShares Core S&P 500 ETF worth $23.8M as of Q1 2026.
Hilltop Wealth Advisors sold 54 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $36.9K.
iShares Core S&P 500 ETF made up 14.25% of Hilltop Wealth Advisors's portfolio in Q1 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 26 quarters since.
Hilltop Wealth Advisors's iShares Core S&P 500 ETF position peaked at $25M in Q4 2025.
3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Hilltop Wealth Advisors's 13F filing for Q1 2026, filed 15 Apr 2026.