Hilton Head Capital Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$216K Sell
288
-16
-5% -$11.7K 0.11% 148
2026
Q1
$199K Hold
304
0.11% 150
2025
Q4
$208K Buy
+304
New +$206K 0.12% 136

Other funds holding IVV

Hilton Head Capital Partners's IVV Position: Q2 2026 in Review

Hilton Head Capital Partners reduced its iShares Core S&P 500 ETF (IVV) stake by 5.3% in Q2 2026, selling an estimated $11.7K and leaving 288 shares worth $216K. The position accounts for 0.11% of the portfolio, ranked #148.

Hilton Head Capital Partners first reported a position in IVV in Q4 2025 and has held it in 3 quarters since. 4,089 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Hilton Head Capital Partners held 288 shares of iShares Core S&P 500 ETF worth $216K as of Q2 2026.
  • Hilton Head Capital Partners sold 16 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $11.7K.
  • iShares Core S&P 500 ETF made up 0.11% of Hilton Head Capital Partners's portfolio in Q2 2026, its #148 holding.
  • Hilton Head Capital Partners first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
  • 4,089 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Hilton Head Capital Partners's 13F filing for Q2 2026, filed 27 Jul 2026.