Hofer & Associates
IVV icon

Hofer & Associates’s iShares Core S&P 500 ETF IVV Stock Holding History

Hofer & Associates’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
Q3 		– Sell
-694
Closed -$520K – 104
2026
Q2 		$520K Sell
694
-19
-3% -$13.8K 0.25% 41
2026
Q1 		$466K Sell
713
-267
-27% -$182K 0.25% 39
2025
Q4 		$671K Buy
980
+1
+0.1% +$679 0.36% 35
2025
Q3 		$655K Sell
979
-86
-8% -$55.4K 0.38% 35
2025
Q2 		$661K Sell
1,065
-2
-0.2% -$1.15K 0.41% 33
2025
Q1 		$599K Buy
1,067
+7
+0.7% +$4.13K 0.41% 33
2024
Q4 		$624K Sell
1,060
-8
-0.7% -$4.74K 0.42% 34
2024
Q3 		$616K Sell
1,068
-2
-0.2% -$1.11K 0.43% 34
2024
Q2 		$586K Hold
1,070
– – 0.45% 32
2024
Q1 		$563K Sell
1,070
-2
-0.2% -$1K 0.47% 31
2023
Q4 		$512K Hold
1,072
– – 0.48% 30
2023
Q3 		$460K Sell
1,072
-5
-0.5% -$2.24K 0.47% 31
2023
Q2 		$480K Sell
1,077
-113
-9% -$47.6K 0.46% 31
2023
Q1 		$457K Hold
1,190
– – 0.46% 29
2022
Q4 		$457K Hold
1,190
– – 0.46% 29
2022
Q3 		$427K Buy
1,190
+63
+6% +$25.2K 0.46% 27
2022
Q2 		$427K Buy
1,127
+35
+3% +$14.4K 0.44% 28
2022
Q1 		$495K Buy
1,092
+1
+0.1% +$447 0.44% 28
2021
Q4 		$520K Buy
+1,091
New +$503K 0.47% 28

Other funds holding IVV

Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
AIA Group
AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Greenleaf Trust
Greenleaf Trust Kalamazoo, Michigan $9.8B AUM 2.94% 1-Year Est. Return
Nationwide Fund Advisors
Nationwide Fund Advisors Columbus, Ohio $2.31B AUM 10.49% 1-Year Est. Return

Hofer & Associates's IVV Position: Q3 2026 in Review

Hofer & Associates sold out of iShares Core S&P 500 ETF (IVV) in Q3 2026, closing a stake of 694 shares — an estimated $520K sold.

Hofer & Associates first reported a position in IVV in Q4 2021 and held it in 19 quarters. The position peaked at $671K in Q4 2025. 2,066 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Hofer & Associates reported no remaining iShares Core S&P 500 ETF position as of Q3 2026 after selling out during the quarter.
  • Hofer & Associates sold 694 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $520K.
  • Hofer & Associates first reported a position in iShares Core S&P 500 ETF in Q4 2021 and held it in 19 quarters.
  • Hofer & Associates's iShares Core S&P 500 ETF position peaked at $671K in Q4 2025.
  • 2,066 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Hofer & Associates's 13F filing for Q3 2026, filed 13 Oct 2026.