Hobbs Group Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Hobbs Group 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	$425K	Sell	568 -1	-0.2%	-$728	0.11%	119
2026 Q1	$372K	Buy	569 +41	+8%	+$28K	0.11%	120
2025 Q4	$362K	Buy	+528	New	+$359K	0.11%	131
2025 Q1	–	Sell	-1,060	Closed	-$624K	–	153
2024 Q4	$624K	Buy	1,060 +25	+2%	+$14.8K	0.23%	78
2024 Q3	$597K	Buy	1,035 +81	+8%	+$45K	0.21%	75
2024 Q2	$522K	Buy	+954	New	+$502K	0.2%	82
2023 Q4	$456K	Buy	+954	New	+$427K	0.2%	78

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

Hobbs Group Advisors's IVV Position: Q2 2026 in Review

Hobbs Group Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 0.18% in Q2 2026, selling an estimated $728 and leaving 568 shares worth $425K. The position accounts for 0.11% of the portfolio, ranked #119.

Hobbs Group Advisors first reported a position in IVV in Q4 2023 and has held it in 7 quarters since. The position peaked at $624K in Q4 2024. 4,094 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Hobbs Group Advisors held 568 shares of iShares Core S&P 500 ETF worth $425K as of Q2 2026.
Hobbs Group Advisors sold 1 iShares Core S&P 500 ETF share in Q2 2026, an estimated $728.
iShares Core S&P 500 ETF made up 0.11% of Hobbs Group Advisors's portfolio in Q2 2026, its #119 holding.
Hobbs Group Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 7 quarters since.
Hobbs Group Advisors's iShares Core S&P 500 ETF position peaked at $624K in Q4 2024.
4,094 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Hobbs Group Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.