Hoey Investments’s iShares Core S&P 500 ETF IVV Stock Holding History

Hoey Investments’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	$344K	Hold	460	–	–	0.04%	73
2026 Q1	$300K	Hold	460	–	–	0.04%	76
2025 Q4	$315K	Hold	460	–	–	0.04%	71
2025 Q3	$308K	Hold	460	–	–	0.04%	75
2025 Q2	$286K	Hold	460	–	–	0.04%	71
2025 Q1	$258K	Buy	+460	New	+$272K	0.05%	72
2024 Q4	–	Sell	-76	Closed	-$41.6K	–	410
2024 Q3	$41.6K	Hold	76	–	–	0.01%	137
2024 Q2	$41.6K	Buy	+76	New	+$40K	0.01%	137

Other funds holding IVV

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Hoey Investments's IVV Position: Q2 2026 in Review

Hoey Investments held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 460 shares worth $344K. The position accounts for 0.04% of the portfolio, ranked #73.

Hoey Investments first reported a position in IVV in Q2 2024 and has held it in 8 quarters since. 2,050 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Hoey Investments held 460 shares of iShares Core S&P 500 ETF worth $344K as of Q2 2026.
Hoey Investments left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up 0.04% of Hoey Investments's portfolio in Q2 2026, its #73 holding.
Hoey Investments first reported a position in iShares Core S&P 500 ETF in Q2 2024 and has held it in 8 quarters since.
2,050 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Hoey Investments's 13F filing for Q2 2026, filed 27 Jul 2026.