Hixon Zuercher’s iShares Core S&P 500 ETF IVV Stock Holding History

Hixon Zuercher’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	$542K	Sell	724 -31	-4%	-$22.6K	0.16%	80
2026 Q1	$493K	Sell	755 -12,332	-94%	-$8.42M	0.15%	77
2025 Q4	$8.96M	Buy	13,087 +12,330	+1,629%	+$8.37M	2.72%	8
2025 Q3	$507K	Buy	+757	New	+$488K	0.15%	79
2025 Q1	–	Sell	-11,877	Closed	-$6.99M	–	84
2024 Q4	$6.99M	Buy	+11,877	New	+$7.03M	2.69%	9
2024 Q1	–	Sell	-6,781	Closed	-$3.24M	–	66
2023 Q4	$3.24M	Buy	+6,781	New	+$3.04M	1.5%	32
2023 Q1	–	Sell	-1,161	Closed	-$446K	–	56
2022 Q4	$446K	Buy	+1,161	New	+$448K	0.27%	48
2022 Q1	–	Sell	-2,487	Closed	-$1.19M	–	62
2021 Q4	$1.19M	Buy	+2,487	New	+$1.15M	0.6%	44

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

Hixon Zuercher's IVV Position: Q2 2026 in Review

Hixon Zuercher reduced its iShares Core S&P 500 ETF (IVV) stake by 4.1% in Q2 2026, selling an estimated $22.6K and leaving 724 shares worth $542K. The position accounts for 0.16% of the portfolio, ranked #80.

Hixon Zuercher first reported a position in IVV in Q4 2021 and has held it in 8 quarters since. The position peaked at $8.96M in Q4 2025. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Hixon Zuercher held 724 shares of iShares Core S&P 500 ETF worth $542K as of Q2 2026.
Hixon Zuercher sold 31 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $22.6K.
iShares Core S&P 500 ETF made up 0.16% of Hixon Zuercher's portfolio in Q2 2026, its #80 holding.
Hixon Zuercher first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 8 quarters since.
Hixon Zuercher's iShares Core S&P 500 ETF position peaked at $8.96M in Q4 2025.
4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Hixon Zuercher's 13F filing for Q2 2026, filed 20 Jul 2026.